145 results found
-
There needs to be INVOICE NUMBERS on Tickets when the tickets have been billed.
A double check needs to put on the tickets. I have now had at least three tickets that for some reason have no invoices attached to them and trying to double check against things is a NIGHTMARE. Once a ticket has had an invoice made against it, there needs to be some sort of way of looking at the ticket and knowing there is an invoice made against it.
11 votes -
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!
-
Contract
I would love to see a contract builder that looks like this:
Contract Name:
Client Name:
Term:
Billing Cycle: [weekly, monthly, yearly]
Bill base amount: [Enter amount or select Asset/Services List*]
Add Work from Home count? Y/N | Work from Home extended fee per user:
Add Backups Y/N | Backup Rate per instance:
Add Endpoint Security Y/N | Number of Seats: | Price per seat:
Block hours? Y/N
Number of Block hours:
Block hours refresh cycle [Same as Billing, Weekly, Monthly, Yearly]
Charge for billable hours in excess of block hours? Y/N
- Onsite Business hours: $ / [hour, day,…10 votes -
10 votes
-
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.
10 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!
-
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!
-
billing email address
Can we please have a different Billing email address to the primary contact email address?
8 votes -
Modification for invoice template
Modification for the invoice:
Increase font size on our address and invoice #
Space to include our HST #
Remove date at the bottom of the invoice.
Columns; be able to add/ remove, create different sections where the QTY column can be different units (hours/ each/ etc)8 votes -
Notification somewhere on the ticket when there is no contract/expired/no more hours on contract
If a customer doesn’t have a contrat, then the technician shouldn’t be able to open a ticket. Would be good to have a pop up that says that there is no contract, or that the contract ended or expired, or no more block hours.
8 votes -
Accounting
How about an integration with Freshbooks?
8 votes -
Deduct time from time entry
On the time entry screen, it would be helpful to have the option to deduct time from a time entry. When technicians are working on a single ticket all day (like an onboarding or on-site issue), they need to be able to deduct their 30 minute lunch or time that they worked on another ticket while still accurately marking the time that they started and stopped that day. So if a technician is on-site from 8:30AM-5PM and took a 30 minute lunch and had a 20 minute phone call for another ticket, they could mark their time entry as 8:30AM-5PM,…
8 votes -
Add bank account information on invoice
Banking detail on the invoice. For ex: account number so the client knows where to send payment
8 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!
-
list of activated devices for "work from home"
add list of activated devices for "work from home" near the subscription panel of "work from home"
7 votes -
Per Technician Cost Field
We have a lot of Monthly MSP contracts and need to track our profitability on every hour a technician spends on a task. Therefore, there should be a field for each Technician cost per hour so that we can compare to the billable rate. This is also good for 1099 Technician Management. I would also add that the ability to add a work role or type would help because a tech might have to perform an onsite or remote task. In addition, their work type (SQL DBA vs Project Manager) might have a different cost and billing structure.
7 votes -
Bill for tickets that aren't just for resolved/closed
I want to be able to bill my customers for tickets that are resolved/closed because that's just how I bill my customer.
6 votes -
Create contracts to multiple customers at the same time
Create contracts to multiple customers at the same time
6 votes -
Add payment link on invoice
Add link to an invoice: For example, we'd like to attach a link to the invoice that will direct them to a third party where they can enter credit card or bank details to make the payment
6 votes -
Would like to be able to add our own banking information on the invoice
To be able to add our payment type example bank transfer and display our account information on the invoice.
This is very important for use.
Also to be able to change or start from a specfic invoice number instead of starting with 16 votes -
Select custom dates for billing batch
We would like to have the ability to select the billing period when creating invoice batches. Currently, it automatically selects the unbilled period.
6 votes
- Don't see your idea?