Connect Autotask with your applications

Managed service providers (MSPs) and cloud service providers (CSPs) can automate the flow of information between Autotask and other applications.

Manage revenue through more effective metering and billing

  • Keep financial information in Autotask and your accounting system in sync
  •  Automate billing transactions, customer updates

Drive new business and add new product offerings

  • Offer customers a complete solution to integrate their applications
  • Complement your current offerings with an integration solution

Available Integrations

Sage invoice and credit notes creation with multi-currency support

FEATURES
  • Prepare and create invoices and credit notes in Sage
  • Enumerate Autotask invoices and credit notes
  • Create / update customers in Sage
  • Process invoices and credit notes only with positive or zero header totals
  • Verify Sage account number has a multi-currency suffix if invoice / credit note is not in functional currency
  • Update the Sage company with the latest exchange rates (from http://openexchangerates.org)

REPORTS

  • Reconciliation in Excel of approved and closed invoices between Sage and ConnectWise for last 90 days from a specified date
  • Analysis of sales by customer: Excel reporting showing revenue per customer per business unit (line of business obtained via GL sales accounts)
    • Select all customer, or a specific customer
    • Option to limit the business units at report run time

BENEFITS

  • Allows the account management team to plan quarterly business reviews with customers
  • Plan upsell and cross-sell campaigns
  • Check for zero totals avoids creating unnecessary support invoices
  • Schedule sending of original invoices and credit notes from Autotask, and statements from Sage

Sage invoice and credit note revenue accruals

FEATURES
  • Uses the Autotask Reference field to identify the periods to which an invoice or credit note values should be accrued
  • Miscellaneous invoices without a reference in the expected format are ignored
  • Update posted invoices which do not conform to the expected format so that they can be accrued if needed

REPORTS

  • Accrual reconciliation: Excel report of general ledger entries for the last 90 days between Sage and Autotask from a specified start date

BENEFITS

  • Accrue revenue to the correct financial periods so that you can accurately track company performance

Related Connectors

Discover how easy integration can be with Flowgear

About Autotask

Autotask Corporation helps IT organizations worldwide work smarter with a complete, cloud-based IT business management platform that enables efficiency, accountability and access to the metrics that drive intelligent business decisions. Autotask is available in seven languages and is used in over 90 countries.

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