145 results found
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Include purchase date in export for Products and Expenses
Include the purchase date for Products and Expenses, which is already required and collected, in the CSV and other export options. The current behavior seems to be to groups all Products and Expenses at the end of an invoice without showing the collected purchase date, making it impossible to associate correctly with one or more tickets on the same invoice above. Including the purchase date would clarify the invoice and avoid manual work to type the same date already collected by the system into other fields to provide a reference.
1 vote -
contrat for all clients
Il serait utile de pouvoir créer un contrat et de l'appliquer à tous les clients.
1 vote -
Bexio
Bexio integration to synchronize customers and billing exports
1 vote -
TimeSheet Report - Ticket Created and Ticket Resolved information
There are times when the ticket created differs from the ticket resolved date. Some tickets take a week to be resolved due to the pending state. It would be nice to have another tab called Ticket Created beside Ticket Resolved.
1 vote -
TimeSheet Report - Unable to see Technician Notes
The Accounting Department is unable to view the technician's notes when viewing the TimeSheet Report. The Ticket ID is not viewable.
1 vote -
Option to Customize Template When Sending an Invoice
It would be helpful if we could add customization to the email sent to customers on invoices. For example, now we have a very generic template that gets sent with each invoice with the attached invoice PDF document. It would be beneficial to edit the text in the email to include: a URL, custom greeting/payment instructions etc.
1 vote -
Set flag to exclude agent from recurring billing
Add a flag to remove a device from billing even though the device is active for the customer. Current work around is to create a 2nd customer record and move non billed devices there.
1 vote -
1 vote
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Ability to set a beginning balance or adjust the balance of time on a block contract.
Ability to set a beginning balance or adjust the balance of hours available on a block contract.
1 vote -
Automatically mid period invoicing of contracts.
When a contract quantity is changed in mid period, the contract should be billed on next billing batch. The choices could be :
"Next billing period" - preventing automatic mid period billing, as of today
"Daily" - Billing from today til next Contract duration date
"Current month" - Full month invoiced from current month till next Contract duration date.
"Next month" - Full month invoiced from next month till next Contract duration date.
It is necessary to keep track of the quantity invoiced on all contracts. Thereby preventing to invoice the same quantity twice.
The billed quantity should be visible…1 vote -
Need to be able to add different SLAs per contracts.
Need to be able to add different SLAs per contracts.
Under the same contracts, I sometimes do projects and sometimes just standard tickets and they have different type of SLAs.1 vote -
Select more than 6 rates for the retainer contract
Select more than 6 rates for the retainer contract
1 vote -
option to add negative product and expense
Example: Microsoft 365 Business Basic is Upgraded to Business premium.
-1 Business basic has to be added, because otherwise the customer would pay to much.1 vote -
category filtering for billing
When I select Labor as the category... I should not be able to see my products listed in the second drop-down. Please fix this filtering annoyance.
1 vote -
linet
Integration with Linet
1 vote -
1 vote
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products
Add Products Module to the Internal IT Department Model
Currently as an "Internal IT Department" we will never bill our other individual company departments. With that said, it would be nice to track inventory of either products we have in stock and/or what we are ordering for other groups and tie dollar amounts to those. This will help IT departments in general as it gives us insight into keeping stock via trends, record other departments IT spending as-well-as keep consistent on ordering special requests.
1 vote -
Include an on demand product / expense batch.
Add a new batch option for product and expense separate from contracts.
1 vote -
Customer portal billing and payments reports
It would be super helpful to have an option for clients to view invoices, export billing reports and and make payments through the customer portal.
1 vote -
billing
I would like a solution (API) to be put in place to be able to retrieve all the invoices for my attention with a download link or the document in Base64 form in order to allow software (on Token authorization delegation), automatic recovery of my bills.
an example exists at OVH cloud.
Cordially
1 vote
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