BillingReconcileSupport
Frequently Asked Questions
Quick answers to common questions about onboarding, setup, reconciliation workflows, sync health, user management, and support.
Do I get access immediately after creating an account?
BillingReconcile uses a guided onboarding process. After account creation, you’ll complete an intake questionnaire, book your onboarding session, and then be guided through setup before full platform access is finalized.
What should I do after connecting an integration?
The usual next steps are to run a sync, review client mapping, confirm AI-suggested client matches, set up service mapping rules, and then move into Billing & Invoices to review discrepancies.
How important is client mapping?
Very important. Incorrect client mapping can make discrepancies look misleading or incorrect, so most teams review client mapping right after their first sync and before spending much time on billing review.
Do I need to build service mapping rules from scratch?
Not always. Many integrations include presets for common billing models. Custom rules are available when your workflow needs something more specific.
What is the difference between calculated and estimated discrepancies?
Calculated discrepancies are based on hard values the platform can directly derive from connected data. Estimated discrepancies rely on platform logic when an exact value is not available.
What are unmapped and unaccounted discrepancies?
Unmapped discrepancies usually mean there is integration-side usage without a matching PSA-side billing item. Unaccounted discrepancies usually mean usage was not captured by any current mapping rule.
What does a red, yellow, or green integration status mean?
Green means the connector is healthy and up to date. Yellow usually means the integration is unsynced or needs attention. Red means the sync failed and should be reviewed before relying on the data.
Can I invite users who do not already have an account?
Yes. They can be invited by email and will be prompted to sign up and sign in before accepting the invitation.
How does subscription billing work if I change plans mid-month?
Plan changes are prorated for the remainder of the month. The next billing cycle still aligns to month-end so bookkeeping stays predictable.
How do I contact support?
You can use the built-in Contact Support page to open a ticket, track status, withdraw or reinstate requests, or book a meeting with the support team.