Tracking Kaseya module revenue using dashboard widgets

On the dashboard, we have added the ability to group and filter pending and posted billing items by Kaseya module. Kaseya module grouping and filtering is only visible if Integrated Customer Billing is enabled.

Integrated Customer Billing allows you to bill for Kaseya modules in Autotask using contract services. Billing items are a period on a contract service.

To get any meaningful data, you must be completely set up with Integrated Customer Billing, including:

  • KaseyaOne must be activated for your local organization and the user who is setting up Integrated Customer Billing. Refer to General Portal Setup.
  • Your instance of Autotask must be connected to KaseyaOne. Refer to Linking modules to KaseyaOne.
  • You must have one or several additional Kaseya or Datto modules (products) and have them connected to KaseyaOne. Refer to Adding a module launcher link.

Then you must

  • Enable Integrated Customer Billing by module. The first step in the process is to select which Kaseya modules are part of your Integrated Customer Billing. For more information on how to enable them, refer to Enabling integrated customer billing by module.
  • Map Autotask organizations to their equivalents in other modules. The name of your customer organizations may differ a bit from one module to the next. To make sure that every customer receives the correct bill, you need to map the Autotask organization who will receive the invoice to the correct organizations in all other modules. Once you have enabled some or all of your Kaseya modules for billing, you will need to map the organization names in the Kaseya modules to organizations in Autotask. In order for the organization names in the Kaseya modules to be available for mapping, you will need to wait for the first daily sync after you have enabled the module for billing to be completed. Refer to Mapping Autotask organizations to module organizations and Mapping module organizations on the Organization page.
  • Map KaseyaOne module billing types to Autotask services in a recurring service contract. When the Kaseya modules are enabled for Integrated Customer Billing and the organization names in those modules are mapped to Autotask organizations, you are now ready to set up and map the services in the appropriate recurring services contracts. Refer to Service Mapping.

Then, you must allow the overnight sync process to run at least once successfully, so you have some data to report on.

Finally, you must create one or more widgets in the Pending Billing Items and/or the Posted Billing Items entity, and group and possibly filter the data by the new Kaseya Module selection.

Add the widgets to a dashboard tab, maybe a new "ICB" tab:

You can drill into the widget and manage the data in the normal manner.