Set the usage sync frequency
You can set the usage synchronization frequency for your products to align with your monthly invoice, synchronize them once a month, or synchronize them daily.
To set the usage synchronization frequency, do as follows:
- Go to Settings & Policies > PSA Integration > Autotask Details.
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Click Configure.
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On the Configure usage synchronization page, click Sync settings.
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On the Autotask usage sync settings page, choose a usage synchronization frequency.
- With Sophos monthly invoice: Usage synchronization of your product licenses from your monthly invoice happens towards the end of each month. This is the default option.
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Once a month: Usage synchronization happens once a month. You can also select a specific day of the month.
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Once a day: Usage synchronization happens each night.
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Click Save.