Glossary

Definitions for common terms used throughout BillingReconcile, including reconciliation workflows, mappings, discrepancy types, and integration-related language.

Reconciliation

The process of comparing PSA-side billing records with integration-side usage or operational data to identify mismatches.

Discrepancy

A difference between what is being billed and what connected systems indicate should be billed or reviewed.

Calculated discrepancy

A discrepancy based on hard values that BillingReconcile can directly derive from connected systems and PSA records.

Estimated discrepancy

A discrepancy that relies on platform logic when an exact count or value cannot be determined directly from the available data.

Unmapped discrepancy

A discrepancy where integration-side usage exists but there is no matching PSA-side billing item attached to it.

Unaccounted discrepancy

A discrepancy where usage exists but was not captured by any current service mapping rule.

Client mapping

The process of linking integration-side client records to the correct PSA-side client so reconciliation is performed against the right organization.

Service mapping

The process of defining which PSA billing items should be compared against which integration-side usage sources.

Preset

A predefined mapping rule or configuration designed to match a common real-world billing pattern for an integration.

Seat

A billable unit such as a user, license, subscription, device, backup entity, or similar countable record depending on the integration.

Flagged service

A PSA-side service or billing item that BillingReconcile highlights for review because of a pricing or validation concern.

Inactive seat

A usage-side record that has not been active for an extended period and may no longer reflect current billable usage.

Sync health

The current operational state of a connector, typically shown as healthy, needing attention, or failed.

PSA

Professional Services Automation software used to manage agreements, additions, service items, tickets, billing relationships, and related MSP workflows.

RMM

Remote Monitoring and Management software used to track devices, endpoints, and operational service data.