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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…

    5 votes

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  2. I used to use Connectwise and you could click on Time Entries to see how many hours a tech worked and it broke it down by tickets, so you could specifically see how long a tech worked a ticket when they had made the time entry.

    5 votes

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    0 comments  ·  Dashboard  ·  Admin →
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  3. The ability to nominate a collection of critical services that the agent should automatically try to restart if they are ever stopped. Perhaps with a configurable number of retries before raising a critical alert.

    5 votes

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  4. We have recently being having issues where when servers reboot for Windows updates the Atera service doe snot start up in a timely manner, this results in constant alerts for the servers and unable to access them to resolve this issue.

    We set the startup type of the agent to "Automatic (Delayed Start)" however when the service is started again it appears to overwrite this setting and reverts to simply "Automatic" which means we are back to square one.

    I appreciate that other Atera users prefer the Automatic startup type for speed however for us it is simply not reliable…

    5 votes

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    0 comments  ·  Agent  ·  Admin →
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  5. Standard contracts are often used at MSPs, with standard rates. But the ability to differantiate the prising for varies sizes of customers via discount is important. It would ease the administration of a huge amount of custom rates. The customer think it is important to be able to see the discount on the invoice.

    The discount could be a persentage as with "Products & Expenses"

    5 votes

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    0 comments  ·  Billing  ·  Admin →
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  6. Hi, It would be interesting to add DNSFilter (https://dnsfilter.com) as an integration within Atera. Thank you.

    5 votes

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  7. From the Customer screen, Tickets Tab we can change the Status, Assigned to, and Priority. But what we cannot do is search for a specific term, ticket tag, etc.

    I can customize my view from the Tickets screen, but cannot search within those results. It would be nice to have a search from within the Customers screen, from the Ticket tab.

    5 votes

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    0 comments  ·  Tickets  ·  Admin →
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  8. Alert schedule profile

    Create Schedule profile that can be imposed on specific Alert or Threshold profile
    When alert should be active or not .
    ( we have many sites on Generators with no continuous electricity 7X24 or sites / networks/equipment that is down for nights/weekends/holidays )

    Scheduled profiles can be used for other needs in the app other then Alerts

    Thnanks

    5 votes

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    0 comments  ·  Alerts  ·  Admin →
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  9. Currently the Atera agent on Windows is configured as a service that has a startup type of "Automatic (Delayed Start)". This means that after a reboot, it can take the agent more than 5min to show up as online in the console.

    I don't know about everyone else, but I like to work quickly and this is a real holdup. There are times that I'll be connected via Splashtop and it will quickly reconnect upon reboot. However, other times Windows may have pending updates to install, in which case Splashtop will disconnect because it times out waiting for the agent…

    5 votes

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    1 comment  ·  Agent  ·  Admin →
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  10. Currently, you have the option of storing passwords at the Company level, as well as attached to a specific agent record.

    Need the ability to open up a single Password repository and see all passwords in one place.

    Currently, we spend a bunch of time guessing whether passwords were stored at the Company level or the Agent level.

    One Agent could have multiple passwords: Windows username/password, SQL server password, web application specific password. Gets confusing if we store the windows password at the Agent level, then maybe the SQL server at the agent or company level, then the web application…

    5 votes

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    1 comment  ·  Admin →
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  11. Support for Crashplan and Code42 applications. Paying by the GB (Acronis) is ineffective for some clients and this would be a nice to have.

    5 votes

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  12. Currently, any scheduled Patch Status Summary reports that are delivered to you via email have nothing in the report that shows what it is actually reporting on. Every one has the same name, "Patch Status Summary". Looking at the report, you have zero idea what this report is reporting on. If you have multiple reports, (one for Critical Patches, one for Security Patches, one for Service Pack Updates, etc.), they all come across exactly the same with the exact same body, Report Name, etc.

    When Scheduling the report, we have a field to create a Description. This description field should…

    5 votes

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    0 comments  ·  Reports  ·  Admin →
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  13. It would be highly beneficial to control the behaviour of the service monitoring threshold item. i.e. when a monitored service is down for 3 checks at 2 min intervals then raise an alert, rather than the service being flagged as down as part of a software update where the services starts and stops.

    5 votes

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  14. Show actual state of charge and if the device is connected to the power line if it is a mobile device. Nice to have.

    5 votes

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    0 comments  ·  Agent  ·  Admin →
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  15. I would like the option to permanently stop Atera from asking me to set up biometric logins. I already reset my mfa because it was a significant number of clicks to skip the biometric login and use TOTP instead. Now that I have done this, it still requires an excessive number of clicks to login to the admin console because you have to dismiss the requests to set up biometric login.

    5 votes

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    2 comments  ·  Security  ·  Admin →
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  16. 5 votes

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    0 comments  ·  Tickets  ·  Admin →
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  17. When a device was enrolled into Atera, I want to bulk update the customer.

    5 votes

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    0 comments  ·  Devices  ·  Admin →
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  18. Tickets should be linked to either users or hardware or both. Without this, your ticketing system is a glorified TO-DO list.

    Linking hardware to a ticket gives the device list a history of issues that the tech can use to further troubleshoot.

    PC has had multiple issues with NIC? Now I can see that.
    User has had multiple tickets for "how to do XYZ" (ore created user errors) Now I can see that.

    RELATIONSHIPS are the key to a database. Not the rows themselves!

    5 votes

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    1 comment  ·  Tickets  ·  Admin →
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  19. There are a lot of good ideas for the custom fields. But, I want to add my 2 cents also.

    When filtering devices, we should be able to filter by custom field from the above level. i.e. devices should be able to be filtered by a custom field from the associated customer.

    Add Custom field filtering to the customer level.

    Need to add new custom field types: image, textarea, and hidden. I don't need to SEE all of the info on my customer or device screen. (make sure I can still edit it though)

    It would be neat to have…

    5 votes

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    0 comments  ·  Customers  ·  Admin →
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  20. I have a client that is a CPA (example). He often refers clients to me but he also needs access to a computer to do payroll or other bookkeeping tasks. I need to give him and/or his accountants access to computers (as well as getting access to their own office computers).

    There needs to be a way for CLIENT A (and his employees) to have access to computer(s) for CLIENT B and/or CLIENT C.

    5 votes

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