When you’ve got hundreds of clients - utilizing dozens of services - to reconcile within Synthesize, it can be difficult to see the forest for the trees. Until now: introducing filtering.
While Billing has allowed you to change the view of your data, sorting by revenue, profit, account, service, contract, or last update or grouping by account, service or contract, you’re now able to filter and interact with your data in a more granular way with our new filters, supporting the following options:
- Account name
- Contract name(s)
- Contract type(s)
- Service name(s)
- Vendor or Distributor name(s)
- Change type(s) (unit increase, new revenue, unit decrease)
- Billing period(s)/frequency (monthly, quarterly, semi-annually, annually & more)
- Cut-off date
All but account name and effective date allow you to select multiple values, giving you the ability to control the view to see exactly what you’re interested in.
Watch the video to see filtering in action:
And best of all, you can save those filters and have them persist until you change them, saving you the effort of setting them up each time you use the module. You can then interact with the resulting dataset as normal – reviewing, approving or bulk-approving as you choose.
Additional new functionality added to Billing
Additionally, we’ve recently added some new functionality to the platform to speed up reconciliation in other ways:
- Set effective date now available: This new feature will assist partners who don't bill a service at the end of a month (or who want to capture a unique billing scenario, such as billing that will begin the following month). You can now set that effective date across all impacted services, clients, products, or vendors by selecting and setting the date for 1:n line items.
- Failure notifications improved: We've introduced a more obvious indicator that something has gone wrong/failed because it cannot be written back to the PSA. For example, this might mean a billing date has been changed that pre-dates what appears in the PSA. This will be an especially valuable notification for anyone using the Set effective date functionality described above.
And a special bonus: the SDK (Software Development Toolkit) to assist in the creation of Custom Integrations is now available on GitHub.