Hero | he·ro : (n) a person who is admired or idealized for courage, outstanding achievements, or noble qualities.

A Visionary hero: a person, using the Visionary 360 methodologies, who has taken their company to new boundaries and achievements.

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Day: November 2, 2020

Removing Agreement Update Pain with the Global Additions Tab | ConnectWise Manage

Visionary 360 recommends billing agreements using recurring agreement addition products. Billing your agreements this way has several advantages over the single Billing Amount field on the Agreement screen. Entering and tracking costs for each line product separately. Mapping revenue to the correct GL account. Adding serial numbers for covered devices. Auto updating usage counts by integration with a 3rd party monitoring software.  Getting the most accurate information regarding agreement profitability requires that information pertaining to agreement

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About Visionary 360

Visionary 360 is a team of veteran coaches focused on the technology sector, mainly IT Service Providers, helping to successfully implement their tools more effectively with a financial focus.

We are problem solvers who love helping people, doing the impossible while having fun doing it.  We engage with our clients like they are family.  We love working with them, watching their companies grow.  There is no greater reward than seeing our clients prosper.   To learn more about Visionary 360, visit our website at visionary360.com or setup an introductory meeting to discuss your needs.

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