145 results found
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Automatic Time Entry recording (for billing of automation)
Automated tasks (Automation Profiles, and remedial scripts) should create tickets and assign time against them, so we can illustrate value for fixed cost clients, or so we can bill by-the-hour clients for work done on their system.
If we could define the amount of time it would take to manually perform the action, the automation will record that time every time it runs.
1 vote -
in product and expense add a cost field
It would be nice with a cost field in products so we can both register how much the product has cost us and how much we earn on it.
The cost field should also be present in the CSV export so that when we import it into our invoicing system we can also see the earnings for hardware.
Today there is no correlation between cost and profit of hardware/product in atera and so we can't keep track of this in our bookkeeping.
This also affects clients who use quickbook or other supported accounting systems
1 vote -
White Label Invoice e-mail
Customers have come to know what e-mail addresses send invoices and bills or know how to find them in their inbox by domain name / company name. With the current setup, lots of our customers miss the invoices or they get blocked for being from a domain that isn't whitelisted. Being able to add elements to the template used for invoice generation would be fantastic.
How about an e-mail template similar to the existing ones, so we can indicate where we want things and what to include in them?
Ticket Date, Duration, Ticket Number, Ticket Name, impact etc.
Integration with…
2 votes -
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 -
Invoice Formatting and features
Hi,
Suggesting some additional features such as..
- Reorder line items
- Group items such Product, Labor etc.
- A space for details or a note
- Export to excel
- Option not to print or display tax & rate per line item
Thank you
3 votes -
billing integration with exact online
billing integration with exact online and Atera
3 votes -
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 -
Atera Tech Day Pass
Create the ability to purchase a 'day pass' or 'tech pass' to allow a temporary employee (e.g. a contractor) to access selected parts of an Atera tenancy (e.g. tickets, devices) to perform short term work instead of adding a technician for an entire month.
4 votes -
Allow different currencies (EURO)
Please offer billing in EURO. Its pretty expensive to pay in Dollar and pay extra expenses for the bank.
2 votes -
Invoice Appearance during PDF Generation
Ensure that the invoice PDF's appearance will be matched when creating a PDF using the "Create a PDF" option versus using the "Print" option and saving it as a PDF.
3 votes -
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 -
Set Contract Period to more than a year.
A lot of vender warrenty contracts are for more than a year. Typically 2, 3, 5 year.
So it would be great to be able to set a contract period to a flexible number of years.
When choosing "flexible years" a number field could show up for the number of years wanted.2 votes -
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 -
Ability to bill for Bitdefender or Webroot directly via atera
Ability to bill for Bitdefender or Webroot directly via atera
2 votes
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