All guides

Money Found and Licensing

Money Found is the revenue-recovery surface — uncontracted licenses, below-margin SKUs, and other places where what you bill the customer doesn't match what you pay your distributor. The weekly digest lands in your inbox so it's not a thing you have to remember to check.

What "money found" means

MSPs lose margin in three predictable places:

  • Uncontracted licenses — the customer is using N seats of a SaaS product, but your PSA contract covers N-3. You’re eating the cost of the extra three.
  • Below-margin SKUs — the SKU you resell at cost-plus-X% has been moved by the distributor, and the cost-plus calculation now puts you under your minimum margin.
  • Cancelled subscriptions still being billed — the distributor cancelled, but the PSA contract still invoices. You’re billing the customer for a service they no longer have.

Each row in Money Found is one of these conditions, scoped to a customer + SKU, with the dollar delta and a recommended action.

The Money Found surface

Visit Money Found to see the full list. Filter by customer, SKU, or condition class. The header shows the total dollar opportunity across all open rows.

For each row you can:

  • Open in PSA — jump to the contract that needs editing.
  • Open in distributor — jump to the customer’s subscription page in Pax8 / Sherweb / Ingram / SYNNEX.
  • Mute — silence the row for N days if you’re mid-billing-cycle and don’t want the noise. Mute reasons are captured in the audit log.
  • Mark resolved — once you’ve fixed it in the PSA. The row drops off; if the same condition reappears next sync, it comes back.

The Licensing tab

The Licensing surface (/licensing) is the read-only view: every distributor subscription, per customer, per SKU, with seat counts, cost, and the contract mapping. Money Found is the actionable subset of Licensing — rows where the cost / seat-count / status diverges from what your PSA carries.

Weekly digest

On Mondays, every workspace admin gets an email summarizing:

  • Total dollar opportunity in the open rows.
  • Net change since last week (new rows, resolved rows).
  • Top five customers by dollar opportunity.

Toggle the digest under Admin → Notifications.

Connected sources today

  • Pax8 — fully wired. Setup guide at Pax8.
  • Sherweb, Ingram Micro, TD SYNNEX — in private beta while we finish their client rewrites. Email support if you’d like early access.
Money Found needs both your PSA contracts and your distributor subscriptions to be syncing. If a customer’s rows look empty when you expect findings, check that both integrations are matched to the same customer in Admin → Customer matching.

Still stuck?

Email support@mspvectis.com with the error message and we’ll unblock you.

Money Found and Licensing | Vectis