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.

Services We Offer

Contact

+1(818) 459-3950

9018 Balboa Blvd. #563, Northridge, CA 91325

Contact Us

Category: ConnectWise Manage PSA

Staying on Track: Requesting Updates from Internal Resources in ConnectWise PSA

Streamline Your Workflow: How to Request Updates from Internal Resources in ConnectWise PSA Keeping your team aligned is just as critical as keeping your clients informed—especially when managing service tickets in ConnectWise PSA. Fortunately, the platform includes some built-in features that make internal collaboration quicker and easier than ever. One such gem is the resource people icon on service tickets. It’s often overlooked, but incredibly useful. With just a few clicks, you can send a

Read More »

Discovering Invoicing Gaps

Support ConnectWise’s Invoice Enhancement Request ConnectWise has reached out for our support in promoting an exciting enhancement request, and we’d love your input to help make it a reality. If you’ve ever invoiced through ConnectWise PSA, you’re likely familiar with the frustration of managing multiple invoices instead of having one. Now, imagine a streamlined process where a single invoice could cover various types, all bundled into one. Currently, the only way to achieve this is

Read More »

Wise-Sync and Zero-Dollar Invoices

⚠️ Known Issue: Zero-Dollar Invoices with Down Payments Fail to Sync to QuickBooks via Wise-Sync OverviewIf you’re using down payments or prepaid agreements in ConnectWise PSA—common in project billing or retainer models—you may encounter a frustrating sync issue: zero-dollar invoices fail to sync to QuickBooks when processed through Wise-Sync. What’s Causing the Issue?This problem specifically arises when a down payment is applied to an invoice that includes sales tax, and you override the down payment

Read More »

Simplifying Employee Buy-In: Steps to Streamline Your Setup for Maximum Engagement

Did you know that organizations with high employee engagement are 21% more profitable than those with low engagement? In today’s fast-paced business environment, ensuring employee buy-   in can be crucial for success, especially when implementing new technologies or processes. Engaging employees in making organizational changes fosters an inclusive atmosphere and enhances overall productivity. This blog post will dive deep into effective strategies for simplifying your setup, ultimately creating an environment where employees feel valued

Read More »

ASIO Email Connector – Continued Issues

We’ve had the opportunity to explore the new ASIO email connector and wanted to share some thoughts on our journey so far. When the connector was first announced at IT Nation Connect, we—like many others—were genuinely excited. It felt like a huge step forward, and we eagerly awaited its release, much like kids counting down to Christmas morning. Once available, we dove in right away. Our first attempt led to a few unexpected errors, which

Read More »

Calendar HQ – New TimeZest Feature

Rescheduling Just Got Easier with TimeZest Scheduling appointments is essential for keeping your business running smoothly, but what happens when plans change? The back-and-forth emails, the delays, and the frustration of finding a new time that works for everyone—it can be a real headache. That’s why TimeZest has introduced a powerful new feature that makes rescheduling effortless. Now, instead of spending valuable time coordinating new meeting slots manually, TimeZest allows users to reschedule appointments in

Read More »

Missing BrightGauge Data?

Have You Lost Data Visibility After an On-Prem Accounting Upgrade? Here’s Why You Need a Datasource Migration Upgrading your on-prem accounting package or relocating your company file is an important step in maintaining an efficient financial system. However, have you noticed missing data in your financial dashboards after making these changes? If so, your integration with BrightGauge may no longer be properly connected, and a datasource migration is likely required. Why Does This Happen? When

Read More »

Wise-Sync won’t sync invoices with a negative subtotal

Wise-Sync Won’t Export Negative Subtotal Invoices—And That’s a Big Problem If you rely on Wise-Sync to export invoices from ConnectWise PSA to QuickBooks Online (QBO), there’s a serious issue you need to be aware of: Invoices with a negative subtotal won’t sync. Yes, even if the invoice total is zero, Wise-Sync refuses to export it. This isn’t just an inconvenience—it’s a major roadblock for businesses that need accurate financial reporting. There are two common scenarios

Read More »

One-Time Block: To Use or Not to Use—THAT Is the Question

One-Time Block: To Use or Not to Use—THAT Is the Question If you remember the good (or should we say horrible?) old days of Time & Materials (T&M), you might be thinking, Why on earth would I go back to that? The reality is, as much as we try to move away from time-driven work, we still estimate and structure projects based on the hours we expect to spend. That’s where a one-time block of

Read More »

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.

Have an idea?

Tell us about it!

Sign Up for Notifications

Want notifications for new blog posts?