Following information + exporting data in HarmonyPSA


The next generation of professional services automation.

4.47/5 (17 reviews)

Following information + exporting data in HarmonyPSA

Video Transcript

Speakers in this video: Jimmy (GetApp) and Steve (HarmonyPSA)

Jimmy: So what are other features do we have here in this finance view that we can get to know?

Steve: Okay. Few of the things worth noting in the system is that if I pull up an object in the system, and this is any object, I can follow it or I can favorite it. If I follow, then I'm going to get to see any updates on that object or any updates or anything related to that object.

So, I can follow a customer and any updates to any invoices related to that person will be emailed to me. I can unsubscribe straight from the email to either the invoice or the customer itself. So there's a nice subscription mechanism within Harmony.

Another thing worth noting is that all of those created in Harmony will drop straight out to Excel. So you dump straight to Excel and also, you can define as well as filter in for information. You can also define more advanced filter sets and then save them.

For example, this last quarters tickets is actually defined and [0:01:27] is actually defined in here. So the minute it's due, it's less than 60. And then I've saved that configuration as a name and made it public. Which means you can do this throughout the system. You can go to anywhere in the system and go straight to the lists that you need to do your job as quick as possible.

Jimmy: Okay.

Steve: You can now save these numbers as well out to your dashboard. So you can see headline numbers, which gives you nice visibility of KPIs and so forth.

Jimmy: Great.

Steve: Any of these lists that you see. You can pace through and work through this. So if I pull up a customer record, it's actually a quite nice way of showing the various abilities of the system. They all come out to single customer view.

So you've got different product pricing for the customer. You've got all the quotes and orders made with the customer, and the customer can sign those orders online as well. We have a customer portal where the customer can download all invoices, log and track tickets, approve and sign orders, and so forth.

We've got projects running for customers. We have schedules and invoices. You've got your accounts receivables functions. You can look at each of the invoices and so forth, run customer statements.

We've also have the concept of assets in the system. Assets are physical devices that you're managing and you can load those into Harmony and enter them into Harmony and then when you're using the service desk, you can specify that you're working with specific assets and check whether those are under coverage or not.

Jimmy: Okay. So customers also have access to Harmony, not just employees.

Steve: That's correct.

Jimmy: Do these customers count towards the users being accounted as users in your pricing?

Steve: No. Customer accounts are free. So you can have unlimited number of customer accounts and you can permission those customers down to specific functionalities in the system.