For AI agents: visit https://pvdocs.work365apps.com/llms.txt for an index of all pages formatted in Markdown and endpoints in OpenAPI.

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Home Documentation API Reference Updates and Changes

Documentation

Home Documentation API Reference Updates and Changes

Get Started

Setup

Application Overview

My Work 365
- Workspace
- Business Metrics
Security Roles and Permissions

Application Usage and Scenarios

Customer management
Subscription Management
Billing and invoicing
Product Management
Taxation
Using Work 365 with a PSA
- Connectwise Manage
- Autotask/Datto
Link and Unlink Accounts and Invoices to Accounting Systems
Bulk Operations
Granualar Delegated Admin Privilege (GDAP)

Microsoft CSP Billing

Azure Billing
Managing Provider Invoices
Reconciliation Process in Work 365
Managing Costs for CSP Subscriptions
Reserved Instance & Savings Plans Billing

Work 365 health

Dashboards Overview
Reporting Overview

Portal

Overview - Self-Service Portal (SSP)

System Administration

System Management
Application settings
- Product Service
Email Settings
- Adding Sender Policy Framework (SPF) records for Work 365
Background Operations
Email Template
- Email Template Enhancements
- Provider Invoice Notification Emails
Change my CRM URL
Change my Portal URL
Automation
- Work 365 Jobs
- Scheduled Jobs

Troubleshooting

Errors

Work 365 Entities

Billing Contract
Subscriptions
License Change Logs
Scheduled License Change Logs
Agreement Templates
Agreements
Billing Schedule
- Generating an invoice against a Billing Schedule
One-Time Purchases
Product
Invoice
Invoice Line
Provider Account
Standard Power Platform Entities
Jobs

FAQ

General FAQ
FAQ-Getting Started
FAQ-Architecture and Security
FAQ-Billing Contractual
FAQ-Implementation
FAQ-Support and Post Go-Live

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Configure a PSA

Work 365 Supports Integrations with:

System	Link
ConnectWise	ConnectWise Manage
Autotask/Datto	Autotask/Datto

Using Work 365 with a PSA

Updated 10 months ago

Avalara Tax Service

ConnectWise Manager