Gradient Resources

Watch On-Demand: Nerdy Birdy and HaloPSA

Written by Gradient MSP | Feb 22, 2023 2:47:58 PM

Watch Gradient MSP's Bryan Chapman, Manager, Partner Success (and host of Nerdy Birdy) and Morgan Aspinall, Technical Consultant at HaloPSA, as they deep dive into Synthesize + HaloPSA.

Topics they're covering in this episode include how to:

  • Maximize profits by gaining a more detailed understanding of revenue-generating items and cost of goods sold, and linking them to general ledger accounts in your accounting package
  • Optimize and customize your billing experience with the use of Recurring Invoice Groups, Custom Reports, and Custom Invoice Templates
  • Automate billing reconciliation with HaloPSA and Synthesize Billing

You don't want to miss Nerdy Birdy Episode #7!