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Finance

Typically, it’s after an IT firm masters their service delivery that they turn their sites to the Finance department. This seems natural given that typically 75%+ of our staff are in the service department, and only one or two are typically in the finance department. Still, it’s Finance that get’s us paid and sets the tone for service delivery.  We recommend starting with a solid written agreement with your clients, such as F01 – Master Service Agreement, and don’t forget to keep Finance in the loop during your Client Onboarding, see ST01 – Client Welcome Initiative for more on that.

  • CW03 - Expenses

    Jan 18, 2021

    Tags: Finance, Processes ​This is a high-level overview of expenses in ConnectWise Manage. This document will cover what expenses are, define terms, define the process for expense entry, and explain some of the uses for…

  • F01 - Master Service Agreement

    Feb 22, 2021

    Tags: Finance, Processes This is the Master Services Agreement.  It’s purpose is to get all the legal and general terms out of the way so you can focus your services/scopes of work in the addendums.…

  • F01.1 - Managed Services Addendum (MSPA)

    Jan 18, 2021

    Tags: Finance, Processes This MANAGED SERVICES ADDENDUM (hereinafter known as the “Addendum”) to the MASTER SERVICE AGREEMENT is a modification to that agreement. Details of the MSA may be superseded by details within the Addendum.…

  • F01.2 - Backup And Recovery Addendum (BDRA)

    Feb 22, 2021

    Tags: Finance, Processes This BACKUP ADDENDUM (hereinafter known as the “Addendum”) to the MASTER SERVICE AGREEMENT is a modification to that agreement. Details of the MSA may be superseded by details within the Addendum. Download…

  • F01.3 - Hardware as a Service Addendum (HaaSA)

    Jan 18, 2021

    Tags: Finance, Processes This HARDWARE AS A SERVICE ADDENDUM (hereinafter known as the “Addendum”) is an addendum to this Master Service Agreement. It is a modified to that agreement. Details of the MSA may be…

  • F01.4 - Hosted Voice Addendum (HVA)

    Jan 18, 2021

    Tags: Finance, Processes This VOICE ADDENDUM (hereinafter known as the “Addendum”) to the MASTER SERVICE AGREEMENT is a modification to that agreement. Details of the MSA may be superseded by details within the Addendum. Download…

  • F01.5 - VoIP Premise Addendum

    Jan 18, 2021

    Tags: Finance, Processes This VOICE ADDENDUM (hereinafter known as the “Addendum”) to the MASTER SERVICE AGREEMENT is a modification to that agreement. Details of the MSA may be superseded by details within the Addendum. Download…

  • F02 - Work Types (CW)

    Jan 18, 2021

    Tags: Finance, Processes Work Types in ConnectWise Manage are used to set rate modifiers based on the Type of Work done. This is different than Work Roles (see F03 – Work Roles (CW)) which set…

  • F03 – Work Roles (CW)

    Jan 18, 2021

    Tags: Finance, Processes Work Roles in ConnectWise Manage are used to set rates based on the type of work done. These rates can be modified based on Work Types (F02). Download [1.44 MB]

  • F04 - Company Creation in CWM

    Jan 18, 2021

    Tags: Finance, Processes This process is not designed to replace CW University for the how and where to click, but is to help make sure we cover the right items for future processes we may…

  • F05 - Agreement Invoicing

    Jan 18, 2021

    Tags: Finance, Processes All clients should have a Master Services Agreement, which is just a blank parent agreement used to aggregate all the other agreements a client may have. This gives them ONE invoice for…

  • F07 - Schedule of Charges

    Jan 18, 2021

    Tags: Finance, Processes Remediation / Installation Charges (One Time) Download [38.63 KB]

  • F08 - Collections

    Jan 18, 2021

    Tags: Finance, Processes Our collections process is designed to create general guidelines as to when to what actions and to provide general guidelines. This is even more important than the specific tools we use, though…

  • F09 - Procurement Flow in ConnectWise Manage

    Jan 12, 2021

    Tags: Finance, Processes A simplified visualization of how procurement works in ConnectWise MAnage. Premise should work for most PSAs.

  • F10- E-Rate

    Jan 18, 2021

    Tags: Finance, Processes E-Rate is short for Effective Rate. In the world of flat-rate projects and tickets, and all-you-can-eat agreements, it’s important that we don’t just look at “enough” profit, but that we compare our…