159 results found
-
Contracts with a travel costs
We need a travel costs with different possibilities, as a lump sum or charged with time. Preferably stored in the contract so that you can mark this as a checkbox on a ticket.
11 votes -
Wire Transfer
Easier options for wire transfer. Can't add all atera's annual subscription on my credit card.
1 vote -
Billing in GBP currency rather than USD
I would like Atera billing to be charged in pounds rather than dollars. I get charged a fee from the bank every month which adds up to a fair amount over a year period.
2 votes -
2 votes
-
Ability to charge customers through Atera
We'd like to know if you would like the option to charge your customers through Atera.
If so, would it be for recurring or one-time payments?
Which payment method would you prefer- credit card, Paypal, ACH, SEPA etc. and why?13 votes -
Square Payment Terminal Integration
Would be helpful to have Square integration for payments on our terminal system, there are third-party apps that can integrate the 2, so it should be a service built in by Atera!
1 vote -
scheduled invoicing
We would like to automatically send out invoices based on a contract monthly rate, and have it send out every first of the month.
5 votes -
The ability to filter the tickets by status (Resolved/Closed) so that you could bill only the closed tickets.
The ability to filter the tickets by status (Resolved/Closed) so that you could bill only the closed tickets.
2 votes -
Rolling Time Sheet for clients
Need a rolling time sheet that I can drop lines in with a date, description and time block. Much like Excel. Monthly I can push that content to an invoice and bill for it. Click boxes would work because some work started in one month may not be billed for until next month. This would make Atera my #1 stop for everything I need. I've done this over 25 years.
16 votes -
time zone
I need to be able to do billing as soon as I complete a ticket in some instances, but I complete a ticket prior to my noon (12 pm) I am not able to see the ticket in the billing section. I can only put this down to TIME ZONE Differences. Same thing with all of my contracts, I have to wait until mid-day of the day they are due as they will not populate until then. This is supper annoying and needs to rectified immediately.
1 vote -
Expenses report in Billing ticket report
Would like to run a report of tickets that have expenses.
2 votes -
block contract rollover
I would like the block contract rollover to only rollover hours for the last month rather than from the start of the contract. When I run a block contract report the hours for one that has been for 2 years have kept accumulating for the 2 year period which is not feasible at all.
1 vote -
proforma
In add to i nvoice is useful to add proforma for customer.
1 vote -
TAX on billing update
To be able to have a section on the invoice where example;
Total for a item to be able to extract the 10% tax so on the right hand of the invoice will show we charged $100 for a item and the system will auto show on the right the amount in tax and not without us having to do the total part of the invoice and gets added on top.
1 vote -
New address line
Unfortunately, the invoice module cannot be used for me:
Almost the complete address is output in one line, which is then cut off because it is far too long.
The information "Federal State" and "State" is not required, the important information "Zip Code" is missing.In order to be able to use the invoice module, I need:
Address1: street - street number
Address2: zip code - cityI wonder why no one has complained about this, isn't that obvious?
2 votes -
Disable renewal notification for deactivated contracts
Ability to disable contract expiration notifications for deactivated contracts. This becomes confusing when a new contract has already been activated to replace the old agreement.
6 votes -
12 votes
-
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 -
Add cost price on contract.
To calculated margin. This is interesting for customers who are not using QBO and XERO
11 votes
- Don't see your idea?