Guidelines for Checking Self-Service Clients with Incorrect Billing Settings in PowerBI

Objective:
To ensure correct auto-billing settings for self-service accounts, which will result in accurate automatic invoice generation. Sometimes campaigns are run for self-service accounts, but the billing settings under company profile remain configured for managed clients. This task ensures that settings are corrected promptly.

Frequency:

• Check the report at least twice a month.
• Mandatory check during the last days of the month before monthly billing to avoid errors.

Steps to Follow:

1. Access the Report on PowerBi called "Self service deals"
   The report can be accessed via this Power BI link.

2. Filter the Report

   • Look for the "Not Automated Deals Spend Tracking" section.
   • Set the month filter to "Current" to review the latest data.

3. Identify Accounts
   The report will show accounts that have spent money but whose company profile settings are incorrect. These accounts need to be addressed.

4. Update Company Profile Settings on DSP
   If accounts are found with incorrect settings, take the following actions in the company profile:

   • Change the auto-billing settings as required.

     Before Changes:
     The company profile will show the incorrect settings for managed clients.

     After Changes:
     The profile should be updated as follows:

     • End of Month Billing selected.
     • Third Grouping chosen.
     • The appropriate account for invoice generation selected.

   • Ensure all updates are properly saved and attached to the respective company profiles.

5. Exceptions

   • Internal accounts or users, such as Eskimi - Artem P., Test, do not require these changes.

Reminder:
This task should be done at least twice a month and especially towards the end of the month before the monthly billing to ensure no errors in invoice generation.