Page Comparison

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• Save time and resources by dynamically retrieving billing data from the BSS automatically;

• Ensure the accuracy and consistency of your billing information across both platforms;

• Manage your recurring services, agreementscontracts, and products services more efficiently;

• Generate invoices and reports in Autotask, based on the latest billing data from your BSS.

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1. Select the Desired Month: Choose the desired month from a convenient pulldown menu. Then, the ApplicationLink platform will seamlessly retrieve the current billing information from the interworks.cloud platform. This information encompasses all the recurring services purchased within a specified period.

2. Clear Overview: The retrieved invoice data is neatly presented in a spreadsheet/grid format, providing a clear and easy-to-understand overview.

3. Initial Setup: When using the connector for the first time, it’s essential to establish links between customers, agreements contracts, and products services. These links are automatically created on every line of the grid. Fortunately, this mapping process between interworks.cloud and Autotask only needs to be done once. The connector remembers these associations for future use (such as next month’s invoice).

4. Dynamic Creation in Autotask: If a customer, agreementcontract, or product service is not yet available in Autotask, you can directly create it from the connector interface.

5. Validation and Updates: The connector performs a crucial validation step, comparing billing information from interworks.cloud against the existing Autotask agreementscontracts. If any mismatches are found, you have the flexibility to update the quantity of a productservice.

6. Review and Approval: Before applying any changes to Autotask, carefully review and approve them. This ensures accuracy and consistency.

7. Generate Invoices and Reports: Finally, leverage the updated billing information to generate invoices and reports within the Autotask environment.

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