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Integrations

  • Providers
    • Microsoft Partner Center
    • Microsoft Partner Center (GCC)
    • TechData
    • Synnex
    • Linked Subscription Provider
    • Rest Based Provider
    • Crayon
    • Pax8
  • Accounting Systems
    • NetSuite
    • QuickBooks Online
    • Business Central Online
    • MYOB
  • Payments
    • Authorize.Net
    • GoCardless
    • Stripe
    • TapPay
  • Taxation
    • No Tax Calculation Service
    • Rate Based Tax Service
    • Avalara Tax Service
  • PSA
    • Autotask/Datto
    • Connectwise Manage

Application Usage and Scenarios

  • Manufacturers
  • Setting up a New Customer
    • Provisioning an Account from Work 365
    • Account Credit Hold
    • Validate Address
  • Billing
    • Generating an invoice
    • Billing Automation
    • Deactivating a Billing Contract
    • Sending the Work 365 Invoice
    • Managing Billing Cycles
    • Change Log Invoices
    • How to Manually Generate an Invoice
    • Process Refunds
    • Customizing invoice lines
    • Importing an Invoice Template
  • Sales Order Provisioning
  • Subscription Management
    • Creating a New Subscription
    • Deactivating a Subscription
    • Pausing a Subscription
    • Schedule License Change
    • Linked Subscriptions
    • Change Provider
    • Associate subscriptions with Calculation based Subscription
  • Using Work 365 with a PSA
    • Connectwise Manage
  • Time Billing
    • Roles
    • Resources
    • Tasks
    • Time Logs
    • Services
  • Price Indexation with Work 365
  • Managing Payments
    • PayNow link on the Invoice
    • Creating a Payment Profile
    • Requesting a Payment Profile
    • Charging an Invoice
  • Link and Unlink Accounts and Invoices to Accounting Systems
  • Sales Commissions Management
    • Configuring Incentive Templates
    • Incentive Plans
    • Incentive Earnings
    • Incentive Payouts
  • Creating and Managing Non-Recurring Items (NRIs)
  • Bulk Operations
    • Bulk Link Invoices
    • Bulk Charge
    • Bulk Send
    • Bulk Generate Invoice
  • Enabling or Adding a User

Microsoft CSP Billing

  • Azure Billing
    • Importing Azure Data
    • Microsoft CSP Provider Invoice
    • Working with Usage Data
    • Usage Data Billing
    • Azure Specialization
  • Product Service
    • Add Products
    • Product Pricing
    • Subscription Pricing
  • Other Microsoft CSP Items
  • Managing Provider Invoices
  • Reconciliation Process in Work 365
  • Configuring the Product Price Lists for CSP
  • Managing Costs for CSP Subscriptions

Work 365 Entities

  • Billing Contract
  • Subscriptions
    • License Based Subscription
    • Usage Based Subscriptions
    • Service Subscription
    • Tiered Subscription
    • Calculation Based Subscription
  • License Change Logs
  • Scheduled License Change Logs
  • Agreement Templates
  • Agreements
  • Payment Transaction
  • Payment Profile
  • Billing Schedule
  • Non-Recurring Items (NRIs)
  • Services
  • Tiered Rate Cards
    • Rates
  • Jobs
  • Standard Dynamics Entities
    • Order
    • Invoice
    • Invoice Line
    • Product
    • Account

Portal

  • Overview
    • Home
    • My Services
    • My Invoices
    • My Agreements
    • My Payment Profiles
    • My Usage Data
    • My Company
    • Manage Users
    • Product Catalog
    • Manage Licenses
  • Setup
    • Provisioning
    • Azure AD Integrated Login
    • Office 365 Manage Licenses
    • Install Solution
    • Azure Usage for End Customers
    • Branding
    • Private to Public
    • Setting Up a Custom Domain and SSL Certificate
    • Notifications
  • Setup (Manual Process)
    • Install Solution (Manual Process)
    • Azure AD Integrated Login (Manual Process)
    • Office 365 Manage Licenses (Manual Process)
    • Branding (Manual Process)
  • How to?
    • Agreements
    • Configure Products and Subscriptions
    • Inviting Customers to the Self-Service Portal
    • Security Roles
    • Setup Child Accounts
  • Customizations
    • Company Logo and Banner
    • Main Top Menu
    • Portal Invitation Template
    • Content Message for Self-Service Portal
    • Branding Materials

Product & Catalog Management

  • Product Catalog
  • Configuring Product Catalogue
  • Creating Product Bundles
  • Tiered Products
  • Tiered Rate Cards
  • Configuring the Product Price Lists

Taxation

  • Overview
  • Setting up Taxes in Work 365
  • Tax Rate Groups
  • Work 365 Tax Categories
  • QuickBooks Online and Work 365 Taxes
  • Recalculate Tax on the Work 365 Invoice

System Administration

  • System Management
  • Application settings
    • Product Service
  • Background Operations
  • Email Template
    • Email Template Enhancements
    • Add the PayNow link to an Email Template
    • Provider Invoice Notification Emails
  • Subscription Units
  • Upgrade
  • Work 365 Units
  • Security Roles and Permissions
    • Work 365 Service Role
  • Automation
    • Work 365 Jobs
    • Scheduled Jobs
  • Turn on Audit Tracking for CRM
  • Enable trace logging
  • Report Scheduler Clean Up
  • Change my CRM URL
  • Import Contacts and connect to an existing Account in D365 CRM
  • Importing Accounts to CRM

Reporting

  • Reporting Overview
  • Invoice Run Report
  • License Mismatch Report
  • License Missing Data Report
  • Email Delivery Report
  • Subscription Sync Report
  • Scheduled Reports

MY Work 365

  • Workspace
  • Business Metrics

Dashboards

  • Dashboards Overview
  • Billing Administrator Dashboard
  • Incentives Dashboard
  • Billing Overview
  • Exceptions Dashboard
  • Jobs Dashboard
  • Payments Dashboard
  • Manager Dashboard
  • Work 365 Renewal

Miscellaneous

  • Known Issues for Version 4.2
  • Errata
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Bulk Operations

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Bulk Operations can be performed when Work 365 entities are accessed through the CRM views.

Bulk Operations Exist on the following entities:

  • Invoice Invoice
  • Billing Contract Billing Contract

The following Bulk Operations can be performed in the system:

  • Bulk Send Bulk Send
  • Bulk Charge Bulk Charge
  • Bulk Link Bulk Link Invoices
  • Bulk Generate Bulk Generate Invoice

Updated 10 months ago