Autotask Product Training: Contract and Billing Management Workshop (AU)

Live Training
Live Training
02/11/2016 | 
9:30 AM Canberra, Melbourne, Sydney (UTC+10:00)
Radisson on Flagstaff Gardens
Melbourne, VIC, Australia

The Billing Management Workshop will focus on moving your billing arrangements into Autotask Contracts. We will review the most common arrangements and how to configure them in Autotask. We will discuss the best way to configure Managed Service agreements. Finally we will present the best practice for preparing for the Approve and Post process using helpful widgets.

Learning Objectives

After this workshop, you will be able to configure:
  • Contract Exclusions
  • Contract Widgets
  • Pre-Billing Reports
Create in Autotask:
  • Contract "Templates" to reflect your common billing arrangements
  • Pre-Billing Widgets
Autotask Office
Level 4, 37 Pitt St 
Sydney, NSW 2000

A laptop is required for this event.


9:30 AM - 10:00 AM
Registration & Networking
10:00 AM - 11:00 AM
Understanding Contract Revenue and Structure
11:00 AM - 11:15 AM
Knowledge Check
11:15 AM - 12:00 PM
Configure Contract Templates
12:00 PM - 1:30 PM
Workshop & Lunch
1:30 PM - 2:30 PM
Managing Contract Renewals and Expirations
2:30 PM - 3:00 PM
Preparing for Billing
3:00 PM - 4:00 PM

Event Speakers

Polly Fisher

Polly joined Autotask in 2014 as an implementation manager. Her ability to adapt unique business processes into Autotask PSA solution has led her to successfully manage over 60 different projects. Polly has always tackled challenges head on, her ability to problem solve combined with her Autotask knowledge ensured her customers are met with the highest quality of service. Polly is patient and takes time to understand each problem before providing the right solution. 

Event Registration
Please submit your information to secure your seat at this event.