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Set the usage sync frequency

You can only use this feature if you've joined the Early Access Program.

You can set the usage sync frequency for your products to With Sophos monthly invoice, Once a month, or Once a day.

To set the usage synchronization frequency, do as follows:

  1. Go to Settings & Policies > PSA Integration > Autotask Details.
  2. Click Configure.

    Configure button.

  3. On the Configure usage synchronization page, click Sync settings.

  4. On the Autotask usage sync settings page, choose a usage sync 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.
    • Once a month: Usage synchronization happens once a month. You can also select a specific day of the month.

      Monthly usage sync option.

    • Once a day: Usage synchronization happens each night.

  5. Click Save.