145 results found
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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 -
Purchase Order (PO) Tracking
We are using Atera for an internal IT team not an MSP, but when we buy things from vendors it would be very helpful to be able to Create/Track/Relate POs for these items. Ideally some things to include would be:
Order Information:
PO Number - Auto Number with option to set starting number
Status (Open, Canceled, Partially Received, Received)
Date Ordered
Date Required
Date Received/Closed
Payment Terms - Selectable from List or Add New To ListRequestor Information - Selectable from Users
Requestor Name
Email
Phone
Department
LocationVendor Information - Selectable from List or Add New To List
Vendor…13 votes -
Add description and to contracts with batch invoices
Having the ability to pull notes & descriptions from contracts on customers accounts automatically when generating a batch invoice for all of our clients, currently, the invoice only shows the charge with no description of what they are being charged for, we have bespoke plans that have different terms and products included in the customers plans, and e need t be able to show this as we provide a license breakdown for products when clients want to know what license they are providing to users.
2 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 -
Annually subscription Atera has to have to option to be payed monthly
€119,- euro a technician is to expensive for the limitions Atera has.
For this price there are other alternatives.€99,- a month is fine, Subscription for 1 year also fine. but it has to have to option to be payed monthly.
5 votes -
Ability for techs that don't have admin privilege to add products and pricing
Ability for non admin techs that do not have access to billing, to be able to add a product and its pricing
2 votes -
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 -
bug found in atera billig of products with the same price
BIG WARNING
We found a bug today in Atera billing.
If you have two hardware products on the same or different tickit on one customer with the same price. Then one of the products will be skipped and the other one will be incremented by two.So we had both a Iphone and a Andriod phone with the same prices but on two different tickits.
The invoice said two Iphones..
This needs to be fixed ASAP.. its impossible to controle internally
3 votes -
noreply
Invoices sent to customers should also be able to come from the customized SMTP settings
3 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 -
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 -
Recent Processes export to billing
I would like to have the ability to attach "Reports" > "Recent Process" to the client's invoice, so the customer can see the software and drivers that have been installed. These updates take some time and as an MSP I would like to show my customers all the background work that is being completed.
4 votes -
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 -
hide the billing tab for employers
I would like to have the billing tab hidden for employers.
When disabling the 'Full Admin Access' and Disabeling the 'Billing information'We have the following problems :
- Option to Edit the Knowledge base is greyed out. (why?)
- Option to add an new product in an 'Product and Expense' is not possible. (Action -> Product and Expenses -> Add -> + icon beside product)
- not possible to delete tickets (not realy an problem)
The only thing i want, is that my employers cannot acces the billing infromation tab in the menu. The rest is okay.
Friendly regards
Dennis2 votes -
Integrations for Dynamic Billing
Integrations with Pax8 and Sherweb to pull dynamic company subscriptions for billing.
I have to manually check both Pax8 and Sherweb for numbers and enter into QBO for invoicing.
FYI, Syncro is providing this for Pax8, according to the sales guy that keeps calling me to switch.
15 votes -
Contracts with different levels
Contracts: I have customers where we will have a minimum retainer. And we have levels, and you can deduct from those levels and then if you go up, you’ll be charged extra. It's used for whatever you want. X for IT, X for training, X for software = these are all the rates that a person can select and then under there is a fix amount of X amount and that they can use.
4 votes -
Gradient MSP integration
This tool allows easy integration for automating billing of other services like O365 and tons of other cloud services. This would save me 30 hours a month with automation.
3 votes
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