145 results found
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Shouldn't have multiple contracts with the same name
You shouldn't be able to add contracts with the same name. If the name exists already, you shouldn't be able to add
1 vote -
Contracts Dates to show on tickets
Would like to easily see the beginning and end of a contract date when you add a contract to a ticket
1 vote -
invoice batch with timesheet report
Would like to have an timesheet report generated with the invoice Batch.
so on the invoice batch page, there would be an button with 'Edit & Delete & Timesheet'.The button should then download an PDF with the timesheet of that customer, With ticket rounding on totaltime and not what the normal timesheet report does with rounding per technician.
This would save so mucht time with te billing.
1 vote -
Edit/Adding category for invoice batch
If I create a new invoice batch, there are automatically some random categories that - why so ever - I can not edit/remove/create my own. So they are just there. Really random. I'd like to remove/edit them or at least create my own categories.
Thank you
1 vote -
Option for invoice batches to generate one invoice per ticket
Currently when generating an invoice batch, it puts all the tickets for said customer on one invoice. I would like to be able run an invoice batch for a customer and have one ticket per invoice.
It would also be nice to have a “top comment” or way to mark a reply in a ticket to show up on an invoice. Some customers like seeing what an invoice was for without having to look in the ticketing system.1 vote -
Billing internationalization.
It would be good to be able to set prices in USD for the products and services but on the invoices to be able to set the prices in local currency (settings on the customer page)
1 vote -
rechnung und Fakturierung] Abrechnung - leere Rechnungen
- Why are periods displayed in the billing even though there are no tickets or time entries?!
Let's assume that's the only way. Although it's wrong because there is no distinction between zero - nothing to charge (time entry: 1 hour, but no charge) or no ticket and time entry at all.
- Why is an invoice created in the second step and even exported? With nothing in it. Because there were no tickets for billing in this billing period.
At the latest in point 2 it is an error because empty invoices are created and exported
1 vote -
Assign a start date for amended rates
It would be helpful to be able to select a date to start using an amended billing rate from i.e. we have increased our rates from 01.07.22 therefore from this date the new rate will be applied and prior to that date the old rate will be applied
1 vote -
Memo or Comment line in invoicing
Add the capability for a memo line or comment line in the invoice details.
Multiple lines would be best.1 vote -
Wire Transfer
Easier options for wire transfer. Can't add all atera's annual subscription on my credit card.
1 vote -
Please make the font size adjustable on invoices
Please make the font size adjustable on invoices
1 vote -
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 -
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 -
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 -
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 -
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 -
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-filled invoices
Auto-populate invoices with all time entries for the given customer during the past month or specific date range.
1 vote
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