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  1. The ability to be able to filter by Custom Fields to more easily identify certain customer types, please also improve the filtering within the billing area in bulk invoices.

    We need the ability to be able to only filter certain customer groups for invoices monthly, and being able to only filter by customer or contract type is not flexible enough.

    Being able to tag a customer or add a custom contract type, allows us to more easily identify customers with special billing needs. It takes too long trying to go through the customer list and cross reference what 'type' of…

    17 votes

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  2. Ability to add our own custom fields to invoices so that we can add more information.

    35 votes

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    0 comments  ·  Billing  ·  Admin →
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    Nice! The feature you requested is being reviewed by our product team. We’ll keep an eye on the number of votes, and let you know if a decision is reached to implement. Thank you for being a partner in our process! 

  3. It is critical we have an area on the invoice/bill for us to be able to add comments or notes for the customer to be able to see.

    Also adding the same notes feature to products, so that when a product is invoiced for, ect new equipment, that the customer can see a detailed description of the product they are being invoiced for.

    40 votes

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    5 comments  ·  Billing  ·  Admin →
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    Under Review  ·  Dor N. responded

    Nice! The feature you requested is being
    reviewed by our product team. We’ll keep an
    eye on the number of votes, and let you know if
    a decision is reached to implement. Thank you
    for being a partner in our process!

  4. Ability to filter through customers/contracts with billing section of Atera.

    2 votes

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    1 comment  ·  Billing  ·  Admin →
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  5. Ability to add tags to customers and then filter then within the billing side of Atera.

    2 votes

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    0 comments  ·  Customers  ·  Admin →
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  6. The ability to add custom contract types for different reoccurring billing that needs to be generated when creating batch invoicing.

    2 votes

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    0 comments  ·  Billing  ·  Admin →
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  7. we do have the problem that we are atera customer since 2016 and started with setup in that times. then there was a breakpoint when atera developed a new time scheme model for it auto profiles.

    now the point is - for reasons that cannot be explained by me - there is not "update button" for a profile which would start with a fresh new scheme for just to enter the desired one again. this is needed!

    and for the next if that will not be developed that we need a tool to swap all assigned it auto profiles means...…

    1 vote

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    0 comments  ·  Admin →
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  8. Create method to email all customers regarding an outage. Outages that comes to mind are Microsoft service outage or Internet outage in a region.
    This method could be use to email all the contacts of a customer or to all customers.

    13 votes

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    1 comment  ·  Customers  ·  Admin →
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    Nice! The feature you requested is being reviewed by our product team. We’ll keep an eye on the number of votes, and let you know if a decision is reached to implement. Thank you for being a partner in our process!

  9. Please allow changing from Celsius to Fahrenheit for alert thresholds

    12 votes

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    1 comment  ·  Alerts  ·  Admin →
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  10. You have just been dealing with a difficult case, after hours/days you finally nail it and solve it. You feel great, the world is at your feet, other techs look upon you with awe as if a God walks among them.

    Now what you really want to do is add a note to your ticket "This issue was solved by doing the following..." and you provide a summary or link to the article you followed, and then tick a lovely check box that says "this update contains a solution" or something similar.

    This will mark this ticket update as searchable,…

    7 votes

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    0 comments  ·  Tickets  ·  Admin →
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  11. Dave Wells

    Nov 4, 2021, 16:32 GMT+2

    I would like to Request to add the "Customer" Field as a related field in Ticket Automation Actions for the Atera Admin portal. I need the "Related Field" drop down to have the "Customer" field as an option to select for the Action of a rule.

    1 vote

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    0 comments  ·  Admin →
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  12. Integration into NetSuite ERP.

    6 votes

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  13. Filters on the ticket queue to filter more than just 10 customers, as this is the limit right now.

    2 votes

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  14. well, at the moment i can "run now" an particular it auto profile only onto all devices. but we do need this for a particular customer and for a particular agent which devices have added that it auto profile global as customer or directly as agent...
    i hope you know what i mean

    4 votes

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    Under Review  ·  Nir Gilbert responded

    Nice! The feature you requested is being reviewed by our product team. We’ll keep an eye on the number of votes, and let you know if a decision is reached to implement. Thank you for being a partner in our process!

  15. We need to be able to run reports to find out which agents were installed during specific periods of time in the past. Currently as soon as an agent is uninstalled it no longer appears in any reports. But it is critical for MSP to be able to go back in time and find out which agents were installed between particular dates in the past.

    4 votes

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    0 comments  ·  Reports  ·  Admin →
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  16. Could you include a descriptor with the MAC address in the agent? For devices with multiple interfaces, I cannot tell which address is associated with which interface.

    4 votes

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    0 comments  ·  Agent  ·  Admin →
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  17. Optimization in safari would be something we would like a bit more of. For example, ticket list, there is a bit of a scrolling issue especially with the new UI.

    2 votes

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  18. I've noticed that time entries always round down on the minute.

    So 1 minute 50 seconds shows as 1 minute on the time entry.
    I assume this is a visual thing on the ticket view and not how its calculated for contract billing.
    Because we can end up with times when we have a lot of small entries and if its rounded all of those down for the bill contract we could be losing out on a lot of time (money billable).

    3 votes

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    0 comments  ·  Tickets  ·  Admin →
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  19. Database snapshots and Geo-redundant database to be available for lower tier plans as well, not just Power.

    2 votes

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  20. Need to email customers in bulk based on selectable criteria for both alert emails and marketing. IE Critical Vulnerability found for Windows users, web service down, known outage, holiday message re opening hours, new products or features available etc. This will save much time fielding calls and tickets about know issues and improve communication with customers and marketing.

    3 votes

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    1 comment  ·  Admin →
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