Versions Compared

Old Version 40

changes.mady.by.user Glenn Bugtong

Saved on

compared with

New Version 41

changes.mady.by.user Glenn Bugtong

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

Visit the following wiki Link on how-to integrate your software/s:   https://wiki.mspbots.ai/display/MKB/Integrations

...

3. Search N-able Benchmarking package. Then, click and install. 

Image Removed  Image Added


Step 3 - Setup your Accounting Mapping using the N-able template

...

2.  Go Settings menu > Click Accounting Mapping

3. Under the Accounting Mapping Dashboard,

        3.1.  Select your Accounting Software integration e.g. Quickbooks Online. 

        3.2. And then, select only the Profit & Loss Statement option

...

5.   To categorize, drag and drop the items (accounts) from the left to the correct mapping on the right.

     


6.  To save, Then click Save button to save the mapping.


Step 4 - Configure your N-able Benchmark Categories

...

3.  Under My Application page, Search N-able Benchmarking

Image Removed

4.  Click to open.

Image Added

54. Hover to into Settings menu. Then, click N-able Benchmarking Client Info and Configuration Form

...

6.  How-to Configure the  N-Able Client and Benchmark Configuration Form:  


Form NameDescription Section/Categories FieldsSteps

N-able Client Info and Demographics Form:

  • This is where you input your company details, demographics and accounting period setup.
  • Client Info Fields
  • Demographics
  • Accounting period

Image Modified

1.  Update the ff:

  • Company - input company name
  • Address - Input your company address
  • Owner/CEO/Contract - select from the drop down list of names
  • Geography - In what geography do you primarily operate? 
  • Primary Market - select the type of primary market which you operate
  • Currency - Select the currency to which your answers are entered
  • Accounting Period - Select your accounting period either calendar/fiscal
  • Fiscal Month Start - select your fiscal month start


2.  Click Submit.





N-able Benchmark Configuration Form

  • This is where you configure your categories .
  • Include or exclude the lists of filter for each categories type.
  • Managed Services

Image Modified

3

1.  Select the filter types for the ff:

  • Agreement Type / Contract Category -  Agreement types for ConnectWise and Contracts for Autotask.
  • Company Type -
  • Company Classification - 
4

2.  For each field select either "Include List" or "Exclude List".     


Note
  • To select ALL filter types, empty the field and select the "Exclude list" radio box.
  • To filter only specific types, check only those filter/s  and then click the "Include List" radio box.
  • If you want to exclude specific filter types, check only those filter and then click "Exclude
List" radio box.If Empty fields and the "Include
  • List" radio box
is selected, this result to Null
  • .


  • Managed Services Reactive Work

Image Modified

 4

 3. Select the filter types for the ff: 

  • Board/Queue - 
  • Work Type -
  • Team Members - 
  • Ticket Source - 
5

4.  For each field select either "Include List" or "Exclude List".  (see note at step

3

2)    






  • Managed Services RMM Work

Image Modified


  • Managed Services Proactive Work

Image Modified

  • Managed Services Automation Tickets

Image Modified

  • Professional Services

Image Modified

6

5.  Select the filter types for the ff: 

  • Agreement Type/ Contract Category
  • Work Type
  • Team Members
  • Ticket Source
7

6.  For each field select either "Include List" or "Exclude List".  (see note at step

3

2)    


  • Excluded Client on Top 3

Image Modified

8

7.   Select the customer/s you want to exclude in the Top 3 Clients results.

Customer 

 9


8.  Click Submit.






N-able Configuration Supplementary Form

  • After the initial submission of the N-able Configuration Form, This is where to  Product or  Additions for Managed Services
  • Product or Service Addition

Image Modified


Info

Prerequisite: 

Submission of the N-able Benchmark Configuration Form

,10

.  The filter results will take into account the Agreement Types/Contract for Managed Services submitted as basis for the needed type of additions.


1.  Select the the additional Managed Product or Services.

  • Users
  • Devices
11


2.  Click Submit



Step 5 - Update your N-able Headcount

...