• Have you ever paid a Vendor for Services but the Client has cancelled their Contract?
• Do you know when a Vendor has increased the Amount they are charging you?
• When a new End Point is installed at the Client, are you billing for it?

Many struggle to manage Recurring Service Costs to ensure their service offering is profitable. Considering the many variables that have an impact on profit, understanding Autotask and it’s capabilities is key.

Step 1: Review Your Vendor Bills in Detail and Configure your Autotask Services to match. The detail configuration helps structure your Contract Pricing correctly for Quoting and Contract Services. When services are detailed it allows for easy audits to compare Vendor and Client charge quantities for accuracy. Most importantly, detailed services allows the Quickbooks integration to impact multiple Revenue accounts upon invoice transfer.

Step 2: Review Your Recurring Service Contracts and Ensure they reflect each Service and billing Amounts accurately. Compare Vendor Billing Quantities & Costs to Service Quantities & Costs on the Autotask Contract. Make Adjustments when needed and then compare Vendor Bill Details Monthly to ensure Costs and Quantities are accurate. A custom Audit Report like the one shown below can help with this reconciliation process: