Settings

General Settings

General Settings controls organization-wide behavior such as automatic syncing and notification preferences. This page helps you decide how often BillingReconcile refreshes data and who should be notified about important platform events.

Automatic syncing

Automatic syncing lets your organization refresh connected integrations on a schedule instead of relying only on manual syncs. This is useful for keeping data current without needing someone to run sync all by hand each time.

Whether automatic syncing should be enabled depends on how often your data changes and how closely your team wants reconciliation views to track current system state.

Sync frequency

Your organization can choose a sync cadence such as daily, weekly, or monthly, along with a selected time. The right choice depends on how often billing data changes and how your team works through review cycles.

Many MSPs prefer a predictable schedule that lines up with recurring operational review so reconciliation data is fresh when needed.

Notification preferences

General Settings also controls who receives certain categories of notifications, such as billing and subscription emails or sync-related emails.

It is usually best to send each type of notification to the people who are responsible for acting on it. That keeps alerts useful without creating unnecessary noise.

How this connects to the rest of the platform

Scheduled sync settings influence how fresh your data is when you open pages like Reconciliation or Integrations Status.

Notification settings help make sure the right people are aware of sync issues, billing events, or subscription-related updates.