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How to install the Financial Suite for Autotask Integration
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For now, the The Financial Suite app is pre-installed by the MSPbots Support Team only. Contact us for an installation of the Financial Suite.
Email: support@mspbots.ai
Phone: 1-312-205-5608
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with your MSPbots subscription and is available in the Apps section.
How to access the Financial Suite for Autotask Integration
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| Note |
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| Successful Autotask integration with MSPbots You must have the following a successful Autotask integration with MSPbots before you can access the Financial Suite for Autotask Integration: . Only users with admin and financial roles can access the Financial Suite. |
To access the Financial Suite app and view the dashboard and settings, go to Appson the MSPbots menu and click Financial Suite for Autotask Integration on the Apps tab.
Dashboards and Settings
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| Terms | Calculations |
|---|---|
Value | Value = Quantity × Unit Price |
Target Hours | Budgeted hours to achieve the Target Total Cost Margin %, which is set in the Contract Financial Suite Settings for App Packages dashboard. |
Profit | Billed - (Service Cost + Labor Costs) |
Margin | Profit ÷ Billed |
| Effective Rate | (Billed - Service Cost) ÷ Labor Hours (If the labor hours is < 1, then it is rounded off to 1.) |
| Contribution Rate | Profit ÷ Labor Hours (If the labor hours is < 1, then it is rounded off to 1.) |
| Billed | The sum of [(Actual Quantity × Unit Price) + Service Total] for all invoices within the selected date range |
| Ave. Hourly Labor Rate | The average of the hourly labor rates of all active technicians with a work type tagging |
| Service Costs | Sum of (Actual Quantity × Unit Cost) for all invoices within the selected date range |
| Actual Labor Hours | Total recorded hours for a contract |
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