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Home Documentation API Reference Updates and Changes

Documentation

Home Documentation API Reference Updates and Changes

Integrations

Providers
Accounting Systems
Payments
Taxation
PSA
- Autotask/Datto
- Connectwise Manage

Application Usage and Scenarios

Manufacturers
Setting up a New Customer
Billing
Sales Order Provisioning
Subscription Management
Using Work 365 with a PSA
- Connectwise Manage
- Autotask/Datto
Time Billing
Price Indexation with Work 365
Managing Payments
Link and Unlink Accounts and Invoices to Accounting Systems
Sales Commissions Management
Creating and Managing Non-Recurring Items (NRIs)
Bulk Operations

Microsoft CSP Billing

Azure Billing
Product Service
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 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
Provider Account

Portal

Overview - Self Service Portal
Setup
Setup (Manual Process)
- Install Solution (Manual Process)
- Branding (Manual Process)

Product & Catalog Management

Product Catalog
Configuring Product Catalogue
Creating Product Bundles
Tiered Products (Enterprise Plan)
Tiered Rate Cards (Enterprise Plan)
Configuring the Product Price Lists
Create bundles from existing subscriptions in an existing Billing Contract

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
Enabling or Adding a User
Application settings
- Product Service
Email Settings
- Adding Sender Policy Framework (SPF) records for Work 365
Background Operations
Email Template
Subscription Units
Change my CRM URL
Security Roles and Permissions
- Work 365 Service Role
Automation
- Work 365 Jobs
- Scheduled Jobs
Report Scheduler Clean Up
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
Errata
Go Live Check List

FAQ

General FAQ
Invoicing FAQ
FAQ-Getting Started
FAQ-Architecture and Security
FAQ-Billing Contractual
FAQ-Implementation
FAQ-Support and Post Go-Live

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PSA

Refer to the link on using Work 365 with PSA

Updated over 2 years ago

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