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AutoTask and Contracts

Contract History sent to AutoTask

This screen shows you all contract charges that have already been processed and sent to AutoTask. It's the equivalent of "Invoice History" but for tenants that bill through AutoTask instead of Halo: here you can review what was charged,...

Last updated 21 days ago

This screen shows you all contract charges that have already been processed and sent to AutoTask. It's the equivalent of "Invoice History" but for tenants that bill through AutoTask instead of Halo: here you can review what was charged, which contract and company each charge belongs to, and — if something went wrong — revert an entire submission using its backups.

When to use this screen

  • When you want to confirm that a period's charges have correctly reached AutoTask.
  • When you need to review the detail of the charges for a specific contract (quantities, costs, prices).
  • When a submission to AutoTask went wrong (duplicate charges, incorrect charges, or charges from the wrong period) and you need to undo it using a backup.

What it shows

The screen only appears in the "Contract History" menu when your target integration is AutoTask.

At the top you choose:

  • Integration: the integration/PSA you want to check the history for.
  • Period: the month-year you want to review (for example, 2026-07).

Below there are two tables:

  • Contract Summary (left): one contract per row, with its ID, the company in AutoTask, and the number of charges ("Chg") sent for that contract in the selected period.
  • Charges table (right): when you select a contract in the summary, this shows the line-by-line detail for that contract: package, product, SKU, description, quantity, unit cost, unit price, total, and line status.

Available actions

  • Integration / Period (dropdown menus): change the integration and month-year queried; changing them reloads the charge list.
  • Search (text field in each table): filters the visible rows by text (company, contract, package, product, SKU, status, etc.).
  • Show Charges (export icon, on a contract row): loads only that contract's charges into the table on the right.
  • Show Backups (undo icon, on a contract row): opens the "Contract Charge Backups" dialog with the backups available for that contract. If the contract has no backups, you'll see the message "No backups found for this contract."
  • Excel / CSV (buttons above the charges table): export the visible content of that table to the chosen format.

Inside the "Contract Charge Backups" dialog

Clicking "Show Backups" opens a dialog with the contract information (contract number, company in AutoTask, number of backups available) and two tables:

  • Charge Backups (left): one backup per row, with the creation date, package, and processed period.
  • Backup Lines (right): when you select a backup, shows the detail of the charges that backup contains (name, description, source, quantity, cost, price, total).

Actions inside the dialog:

  • Excel / CSV: export the lines of the selected backup.
  • Restore Backup (undo icon, on a backup row): reverts that backup. ⚠️ Before it runs, it asks for confirmation with the message "Are you sure you want to reverse this backup? All charges from this backup will be deleted from AutoTask." — once confirmed, all charges from that backup are deleted from AutoTask and can't be brought back with a click; it's an irreversible action on data already sent to the PSA.

Step-by-step flow

  1. Go to "Contract History" from the menu (only visible if your target PSA is AutoTask).
  2. Choose the Integration and Period you want to review.
  3. In "Contract Summary" locate the contract you're interested in (you can use the search field).
  4. Click the contract (or the export icon, "Show Charges") to see its charge detail in the table on the right.
  5. If you need to revert a submission, click the undo icon ("Show Backups") for that contract.
  6. In the dialog, select the backup corresponding to the submission you want to undo to review its lines in "Backup Lines".
  7. Click "Restore Backup" on the backup's row, confirm the warning, and wait for the system to finish reverting the charges in AutoTask.
  8. When you close the dialog, the "Contract History" charge list refreshes automatically.

Common errors and how to resolve them

  • "Select Integration": you tried to load the history without choosing an integration. Select one in the "Integration" menu.
  • "No Period selected": no period (month-year) has been chosen. Select one in "Period".
  • "No backups found for this contract.": the selected contract has no saved backups; there's nothing to revert for that contract.
  • "Error loading contract history: ...": there was a problem loading the screen (for example, the connection to the server failed). Try reloading the page; if it persists, contact support with the exact message.
  • "Error loading processed lines: ...": loading the processed charges for the chosen integration/period failed. Try changing the period or integration and try again.
  • If an error message from the server appears while reverting a backup, the reversal was not applied; check the message shown and try again, or contact support if it keeps happening.

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