Once you subscribe to Wise-Sync, you are provisioned with a Wise-Sync Account.
Your Wise-Sync Account allows you to view and manage your Subscription, view your Sync Statistics and control the mode for Two Factor Authentication.
Account Administrators (i.e. users with the role account-admin) are able to manage Wise-Sync accounts.
For more information about User Roles, read up on Wise-Sync Users
Two Factor Authentication Mode. For more information, read up on Two Factor Authentication (2FA).
Autotask Site URL - Wise-Sync Consultant will configure this during onboarding.
|This is where details of your billing contact are stored, since Subscription.|
Click edit to modify the billing contact.
|This is the plan you are subscribed to.|
Change Plan or add more transactions to your subscription.
Payment / Card
|Update your Credit Card details should they change.|
Cancel your subscription
|View your billing history, including Paid Invoices and Credits.|
|Sync Statistics||View the amount of transactions you have synced from Autotask to your Accounting Platform.|