145 results found
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11 votes
Nice! The feature you requested is being reviewed by our product team. We’ll keep an eye on the number of votes, and let you know if a decision is reached to implement. Thank you for being a partner in our process!
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Limit rollover for Block Hours contracts
Ability to set a limit on the number of hours which can be rolled over for Block Hours contracts. For example, if a customer pays for 10 hours per month, we set a limit of 5 hours to roll over, so the maximum hours they would have available in any given month is 15 hours.
5 votes -
Enable "Additional Rates" on Block Money contract
Enable "Additional Rates" on Block Money contract for those of us that bill our customers multiple discounted rates for pre purchased Blocks of Money. It should be similar to the Additional Rates for Hourly contract type, that allows multiple selections.
4 votes -
Settlement, New batch of invoices
When calling "new batch of invoices", do not start the search directly ("up to 2 minutes"). Waste of the employee's time. Parameters have to be set and searched again each time.
You can save yourself the time!1 vote -
Better Billing for Non-MSP Atera Customers
We currently use Atera for in-house support only, not as an MSP, and also have the Bitdefender AV component. We receive two separate bills each month, one for Atera technicians and one for Bitdefender licenses.
We would like to see two improvements:
- Billing with Atera that does not require a credit card (prefer Invoicing)
- Unified billing when using Atera and any other add-ins, such as Bitdefender AV.
Thank You!
2 votes -
Work order & Estimates
Would love the option to be able to submit estimates and work orders in the billing section much like invoices. This would also connect to products and services for easy find/insert keeping end users from having to go outside of the Atera app.
8 votesNice! The feature you requested is being reviewed by our product team. We’ll keep an eye on the number of votes, and let you know if a decision is reached to implement. Thank you for being a partner in our process!
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Add cost price on contract.
To calculated margin. This is interesting for customers who are not using QBO and XERO
10 votesNice! The feature you requested is being considered for development. We’ll keep an eye on the number of votes, and let you know if a decision is reached to implement. Thank you for being a partner in our process!
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Ability to bill tickets when they're not closed
Being able to bill a ticket when close = there might be a ticket that we leave open “certificate is about to expire” we will then come back to it in a year’s time with the details open so we can just roll it over. We don’t need to action for another 12 months. We leave it it open. We have holiday projects. That tickets sometimes have some additional work required. When that next term starts and it falls in the next billing period.
1 vote -
Products within Tickets - Able to input Minus Quantities
We would like to use the Products section within the ticket to run reports at the end of the month to look at quantities of licenses then we can adjust their reoccurring invoice at the end of each month.
3 votes -
Integrating Atera to Autotask PSA
A direct integration of Atera's ticketing system into Autotask PSA
4 votes -
Different Prices per Device
It would be nice to have the ability to charge different prices per device. Right now it's $xx per month for PC's for example. However, if I want to charge extra for a computer that is running Windows 10 (not Server OS) for some reason I can't. If that "special" PC is doing something critical but is not a server I can't differentiate it with the monitoring contract.
1 vote -
Auto-Calculate amount according to ticket completion time
When a ticket is assigned to a customer with a specific contract, that contract has a rate as well. When a technician sets the time he/she took to complete the ticket, it is less than the amount of time according to the rate. If the rate is $200 per hour, but the ticket only took 24 minutes, can Atera please add a function to then calculate the amount due for the 24 minutes instead of the $200 for a full hour.
3 votes -
Better filtering within billing
Ability to filter through customers/contracts with billing section of Atera.
2 votes -
Billing Page- Sort by Column
Under the billing page, to be able to sort by column
4 votes -
Auto-filled invoices
Auto-populate invoices with all time entries for the given customer during the past month or specific date range.
1 vote -
Ability to Change Contracts/SLAs in Bulk
Ability to change the contract or SLAs on all customers in bulk
4 votesNice! The feature you requested is being reviewed by our product team. We’ll keep an eye on the number of votes, and let you know if a decision is reached to implement. Thank you for being a partner in our process!
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Acumatica Integration
We would like to see an integration with Acumatica for posting invoices to.
Thanks.1 vote -
billing
Being able to bill for ticket time entries that are marked as billable and the ticket is in OPEN, CLOSED OR RESOLVED status. What we would like is to be able to complete invoicing for customers for a period of time rather than for closed/resolved tickets. Our organisation invoices for a quarterly period for all services that been completed during that period, however the issue that we currently find with Atera is that a lot of the tickets that we want to bill for fall across multiple quarters and are in open status, which means we can't pull the billing…
3 votes -
Add option for discounts on products/services on invoices
Add a line item on invoices to offer additional discounts
2 votes -
Custom Contract Types
The ability to add custom contract types for different reoccurring billing that needs to be generated when creating batch invoicing.
2 votes
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