LICENSEWARE
Smartsheet Program

Reconciliation period and true-up

Catalog row in Vendor License Programs · Cited

Kind
True-up
Term
Quarterly (annual plans) or monthly (monthly plans)
Aliases
True-up; review period
Definition
Brief: "The true-up process includes pairs of usage and reconciliation periods."
Commercial rules
Reconciliation occurs about 30 to 35 days before the quarterly auto-bill date on annual plans and seven days before the auto-bill date on monthly plans. System Admins review Provisional Members on the Seat types and true-up page and upgrade or downgrade them; unreviewed Provisional Members follow the plan's Provisional Member setting.
Applies to
Plans on the user model.
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