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- IT Services PSA
- Connections
Connections
Plan the external handoffs around delivery and collection.
- IT Services PSA
- Accounting
- Payment processing
- Payroll or reimbursement
- Document storage
Systems to connect
- Accounting. Agree how an invoiced milestone and received payment will be reconciled with the financial ledger.
- Payment processing. Confirm collection outside the app before Billing Specialist marks a payment received.
- Payroll or reimbursement. Decide how approved and reimbursed expense records reach the payment process.
- Document storage. Use record attachments and receipt UR ls to point reviewers to contracts, deliverables and receipts.
How connections are governed
Choose the system of record for invoice numbers and payment confirmation. Test a successful handoff and a failed one against a pilot engagement. Retain the source reference and operation receipt for later review.
Set up IT Services PSA your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.