OnboardingConnect Providers
Add a recurring cost
Prerequisites
None. Anyone with access to Connect Providers can add a recurring cost.
Connect
Add the cost in LevelFour
Open Connect Providers, select Custom provider > Add a recurring cost, and enter a provider name, a service name, the monthly amount, its currency, and a start date. Add an end date if the cost will stop on a known date.
Save it
Click Save. There is nothing else to configure.
Confirming it worked
The connection moves to Connected, and the amount appears in your cost views under the provider and service name you entered. Your first data appears within a day.
Rotating or removing access
There is no credential involved. To change the amount, edit the entry under Connect Providers. To stop it, either set an end date or disconnect it.
Troubleshooting
| Symptom | What to do |
|---|---|
| The amount does not appear in a month you expected | Check the start and end dates. The cost only spreads across months inside that range |
| You need per-line detail instead of a flat amount | Use Upload a FOCUS CSV instead, if the provider can export one |
Next
- Connect Providers lists every provider you can connect
- Upload a FOCUS CSV covers per-line detail instead of a flat amount