ConnectWise Certifications | PSA (Manage) Finance Certification

This course helps TSP professionals understand how to stay profitable and capture every bit of revenue by streamlining your invoices and ensuring you don’t miss any billable time and materials. Earning a role-based ConnectWise PSA (Manage) certification helps demonstrate your software expertise. This credential validates your concrete understanding of the finance settings and recommended processes within ConnectWise PSA. Course Topics: • Set up Company Structure • Configure Contracts • Determining Billing Rates • Agreements and Invoicing • Standardizing the Billing Process • General Ledger Account Mapping • Accounting Package and Purchasing • Financial Dashboard • Staying Profitable