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Department Settings

Department Settings

Overview

Department Settings allow you to configure business-specific options for each department in Pracbill. Access this page via Admin → Department Settings or Company → Departments.

Invoice Settings

Ignore Invoice Generation for Billing Groups

Multi-select field for billing groups that will NOT get invoices generated for them. In the example below, educational charity will NOT get invoices generated.

Accounting Settings

Reconciled Date

This is a date that we want to close the system off for editing invoices and payments, to prevent adjustments to figures.

Autotask PSA Integration Settings

If your organization uses Autotask PSA, you can configure the integration directly from the Department Settings page or via the dedicated Autotask configuration page.

Accessing Autotask Settings

Department Settings: Navigate to Admin → Department Settings, then scroll to the Autotask Integration section

Quick Setup Checklist

Before configuring Autotask integration, ensure you have:

Requirement

Description

Requirement

Description

API Username

Username from your Autotask API user (usually an email address)

API Secret

Secret key from Autotask (stored encrypted in Pracbill)

Configuration Fields

Setting

Description

Example

Setting

Description

Example

API Username

Your Autotask API username

pracbill-api@example.com

API Secret

Your Autotask API secret (encrypted)

••••••••••••••••

Fixed Hourly Rate

Rate applied to imported time entries

150.00

Enable Integration

Master toggle to enable/disable the integration

Checkbox

Testing Your Connection

Always test your connection before saving:

  1. Enter your API credentials

  2. Click Test Connection

  3. Wait for the result (2-5 seconds)

  4. If successful, click Save Configuration

What Gets Synced

Once enabled, the integration automatically syncs:

  • Customers - Created on-demand when contracts are synced

  • Service Contracts - Active contracts matching your SKU prefix

  • Time Entries - Billable and approved time entries

Automatic Sync: Runs daily at 2 AM

Full Documentation

For complete setup instructions, troubleshooting, and best practices, see:

Autotask PSA Integration - User Guide

Xero Integration Settings

Xero integration settings are also configured at the department level. For setup instructions, see:

Setting up Xero Integration

NetSuite Integration Settings

NetSuite integration settings are configured at the department level. For setup instructions, see:

NetSuite Integration

Connectwise Integration Settings

Connectwise integration settings are configured at the department level. For setup instructions, see:

Connectwise