Connectwise Block Time Agreement

First, you need to make sure that all types of contracts are configured with the corresponding role and type of work exclusions. 4. In the Accord tab, you should now see the summary of the agreement showing the initial time block, the addition you just made and the time used. Update lines 4 and 5 (in both places) with the list of AGR_Type_RecIDs you collected in Stage 2 (in this example, the types of gold, platinum and silver contracts). Lines 4 and 5 mean that you only make active agreements (not cancelled, no end/or end date in the future). Access configuration tables > > contract types. Look for the type of agreement and click on the Exclusions link under Application Settings. Use the interface to choose which work roles and types of work should be covered by the “No Covered” chord, then click the Completed button. Repeat this procedure for all types of contracts you want to update. Now it`s time to complete the role and type of work exclusions you`ve updated in Step 1:5. Please set all additional parameters, such as the types of work covered.

B, etc. Detailed explanations of contract types and configuration can be accessed in the official connectWise documentation at docs.connectwise.com/ConnectWise_Documentation/090/020/020/010. In the future, all you have to do is update the exclusions from your contract types and then run the scripts above. The first thing we need to do is create the type of contract. This should only be done once and this type of agreement can then be reused for future commitments. Remember that the MRR is king in the world of managerial services! We should always strive to sell full manage services agreements on Block Time. MRR agreements are the key to the correct valuation of your company as well as the revenue/work forecast. 2. Add a new agreement and choose our single suspension agreement as the type of contract. Give the agreement an easily identifiable name. Select a start date and set the end date to No end date. The management of agreement exclusions is a good example of this type of manual mass update.

You may not be aware of it, but every time you add a new role or type of work, it is automatically included in the scope of all existing agreements. This is because the ConnectWise only stores the roles and types of work that you expressly exclude from an agreement, which means that all new roles and types of work are included by default. This form of agreement is different from a standard recurring agreement, as we do not charge the customer every month and we only make an invoice to the customer if we sell overtime. NOTE: This article deals only with the type of contract and the use of this form of agreement, as gl assignments and product configurations can vary considerably from one MSP to another depending on accounting requirements. 3. If you wish, check the option for the advance. In this way, income can be kept in a latent turnover account. If the time is used by the customer and the service is billed, the revenue is moved from that deferred account to the actual cash account, as dictated by your GL assignments.