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  1. When I generate an invoice in Atera and export it to QuickBooks Online, the Service Date column lists the date the invoice was generated and exported. This is a problem for me because I bill at the end of the month. For services rendered to a client in July, I'll generate and export that invoice in the first few days of August, and on the exported invoice all of the service dates are for August even though the invoice is for services rendered in July. This is unnecessarily confusing to my clients. Right now I have to manually change the…

    6 votes

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  2. 2FA : it should remember my settings. Right now, there are 8 clicks to log in. I just want to put in the passwords and 2FA, not biometric. Would be nice for it to remember how we want to log in. Too many clicks. It keeps showing me all the options every single time

    9 votes

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    1 comment  ·  Security  ·  Admin →
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  3. When accessing an agent's page (computer). We should have a list of active related tickets and an option to have a history of all the tickets related to the agent.
    Now if I do a general search with the computer name, it doesn't show the tickets in the results unless it's a ticket created from an alert because an alert puts the name of the computer in the ticket title. It seems unclear how the link between tickets and agents is made. When creating a new ticket from the Tickets page we should be able to select an agent form…

    1 vote

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    0 comments  ·  Tickets  ·  Admin →
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  4. Add the ability to add Tags to multiple tickets at the same time (in the same way that you can select multiple tickets and either delete, assign ticket, set status, set priority, or merge tickets). Would be useful when using the automail ticketing feature in bulk (considering you can't specify a tag in email).

    3 votes

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  5. generate threshold Alerts directed from Idrac\ILO without SNMP.

    3 votes

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    0 comments  ·  Alerts  ·  Admin →
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  6. I am trying to gather information on all devices which do not have TPM 2.0. I saw someone asked about this earlier but I would like to addon to it. I would also like to see the TPM 2.0 TPM 1.2 and No TPM option in the Devices > Filters > advanced Filter > first option to narrow PC results.

    4 votes

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    0 comments  ·  Devices  ·  Admin →
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  7. At the moment, we need to open each individual ticket to view the total time spent on the ticket. Can this be added to the main ticket list view. Admins and Managers can quickly see which tickets have long time entries or have been worked on longer than others.

    Thanks

    5 votes

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    0 comments  ·  Tickets  ·  Admin →
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  8. The ability to have different licenses for different types of employees. For an example a tech that is hired for helpdesk only does not need the Quickbooks integration. It would be nice to be able to hold the Growth license as the owner and the Pro license for the tech. It would also be beneficial to have a billing only license type for bookkeepers.

    77 votes

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  9. Sync customer license numbers with Webroot for automated installation, or at the very least allow us to manually copy the customers Webroot serial number into Atera so that we don't get to go get it from Webroot's portal every time a workstation is added.

    77 votes

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    4 comments  ·  Webroot  ·  Admin →
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  10. 1 vote

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    0 comments  ·  Billing  ·  Admin →
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  11. Recurring item billing

    Our current helpdesk allows us to log/schedule recurring items (Microsoft 365 licenses, domain name renewals, backup plans, etc) either monthly or annually and bill monthly via quickbooks online sync.

    59 votes

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    4 comments  ·  Billing  ·  Admin →
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  12. Ability to add "Department" restrictions under Roles for the ITD. Not just site but departments as well

    2 votes

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  13. implementation of a maintenance window to disable alarms during this time

    16 votes

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    2 comments  ·  Alerts  ·  Admin →
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  14. We have multiple locations that have a VPN back to our office where we host several VM's that each location uses. From time to time we'll lose internet at the office, yes, we unfortunately only have one ISP option in our area. It would be nice to set up an automated alert that the Helpdesk Agent could display on each PC notifying the end user that our office location has lost internet. That way we are not bombarded with text messages and phone calls from the locations saying that they can not reach this or that. Some sort of mass…

    3 votes

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  15. Add automation rule to close a ticket. If you configure automation rules to open a ticket you should also be able to automate closing a ticket. An example being, if you have an availability monitor set up and the alert opens a new ticket but that alert gets resolved a few minutes later you should be able to automate closing the ticket as well.

    78 votes

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    2 comments  ·  Tickets  ·  Admin →
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  16. So that new functions can be used after almost every update for the automation profiles, the profiles must be recreated and reassigned to all customers/devices

    This was already the case when the scheduling setting was changed and also for the "Windows local update" switch

    unnecessary additional work for us as a system house.

    Simply adapt the database model or better program it

    4 votes

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  17. The ability to create a quote or estimate for a customer would be amazing. We could essentially eliminate other software.

    82 votes

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    2 comments  ·  Billing  ·  Admin →
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  18. Add the possibilities to stop the transmission of all the action taken inside atera to facebook.com with unique identifier.

    1 vote

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    0 comments  ·  Admin →
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  19. It would be great to have the ability to set a policy to "Restart outside active hours" combined with "Disable auto-restart with logged-on users... or better, disable for active users (not idle). That way if for any reason a user is working outside of regular working hours it won't be forced out

    5 votes

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  20. When creating a new ticket for a client it would be nice to send the initial email to multiple people instead of just a single contact.

    5 votes

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    0 comments  ·  Tickets  ·  Admin →
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