162 results found
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E-Rechnung aus Atera senden
Die elektronische Rechnungsstellung kann dabei über verschiedene Standards bzw. Spezifikationen ermöglicht werden, darunter z. B. mittels des Standards XRechnung.
Die europäische Norm für elektronische Rechnungsstellung EN-16931 gibt die Verwendung des strukturierten Datenformats XML für den elektronischen Rechnungsaustausch vor, welches eine automatisierte Rechnungsverarbeitung ermöglicht.
Damit jedes Mitgliedsland die europäische Norm EN-16931 mit seinen länderspezifischen Anforderungen umsetzen kann, definiert jedes Land seine spezifische Core Invoice Usage Specification (CIUS).
Der Standard XRechnung repräsentiert die nationale Ausgestaltung der europäischen Norm EN-16931 in Deutschland – also die deutsche CIUS – und wurde von der Koordinierungsstelle für IT-Standards im Auftrag des IT-Planungsrates erarbeitet.
Der Standard wurde…3 votes -
Additional Billing Informations
The support told me there is no way to add extra Information to invoices. This is pretty bad, because I need to add legal details for a valid invoice here in germany.
Update:
It is apparently not possible to store payment information in an invoice. However, information about which account the payment should be made to is essential. Here too, a permissible outgoing invoice is not possible under German law. It really shouldn't be a hurdle to print this information! The ultimate solution would be simple e-payment via PayPal or photo transfer (via QR code).I don't want to be…
6 votes -
Allow Fiance to access Atera without Cost
It would be great if Finance could access Atera and just have access to the built-in Finance product and pull reporting. As now we need a technician license for someone to pull the reports and press the button for invoicing, then download it and redo it on our templates and add the tax number. 20 minutes a month on Atera Finance, and they require a license or when they need to pull a report on a finance query?
2 votes -
workhours
Pls. enhance the API to retrieve a list of all workhourrecords of a month (or filtered by start / end date).
Currently we must iterate through all tickets to retrieve the workhourrecords.2 votes -
workhours
Pls. enhance the API so one can access all workhourrecords filtered by date.
Currently, we must iterate through all the tickets to get the workhourrecords.2 votes -
Syncronize invoice numbers
To be able to synchronise invoice numbers between Atera and Quickbooks, once the Quickbooks integration is done with the Atera account
1 vote -
Schedule batch invoice export
Schedule batch invoice export to Quickbooks in order to automate the process
1 vote -
Set invoice status in API
As there are very few systems for billing available and I am working on private sevdesk integration, it is very bad, that API endpoint /billing/ only allows GET. I would love to get a POST method which allows to set the status „exported“.
1 vote -
Select Products/Rates/Taxes that are visible in Atera after syncing the account with Quickbooks
Add an option in the Quickbooks sync wizard that allows to select the specific products, taxes and rates that will show in Atera after the sync is done, instead of having all the information from Quickbooks show
1 vote -
Syncronization report when exporting Invoice Batches via Quickbooks
A report that shows that the information in the invoices that are exported from Atera corresponds with what will show in Quickbooks
1 vote -
Advanced Customization of "Custom Fields"
When we want to sort tickets, we often find ourselves blocked by the limit of 20 clients per ticket.
But "Custom Fields" could revolutionize all that!
Let me explain:
If I have a client with several brands, I might be tempted to create multiple clients to differentiate them.
However, for this client, each brand has several stores located in different countries/cities.
And each store has one or more collaborators with a specific email address.
To solve this problem, the "Custom Fields" in the contact category need to be more customizable.
Example: Creation of a custom dropdown field "Store" providing a…
7 votes -
invoicing
For me to complete my trial and actually start paying several hundred dollars a month to Atera, I MUST have:
A. some sort of input to Atera as what the invoice number will be when synced to XERO
B. The ability to ensure that my payment details appear on my invoices to clients - how the hell do they know how to pay me?
C. the ability to add my TAX ID (ABN/VAT/etc) to the invoice as required by law in my country
D. Dates on invoices to be in anything but MM/DD/YYYY - whilst I may understand it, my…
3 votes -
servicesM8
ServiceM8 is a field service management app designed to streamline business operations for service-based industries such as plumbing, electrical, cleaning, and maintenance. It helps businesses manage job bookings, scheduling, and dispatching, while also providing tools for tracking job status, generating quotes, and invoicing.
Key Features of ServiceM8:
…1. Job Management: Create, schedule, and track jobs from start to finish, ensuring all staff are on the same page. 2. Scheduling and Dispatching: Real-time scheduling helps allocate jobs to field workers based on their availability and location. 3. Client Communication: Automated SMS and email reminders to clients about appointments, quotes, and job2 votes -
Add a billing account for invoicing that syncs with Quickbooks as it is different than the Atera primary contact.
Add/allow a billing contact for invoicing that syncs with Quickbooks as it is different than the Atera primary contact. When invoices are created and exported the invoice in Quickbooks is assigned the Atera Primary contact which is purely technical. Need the ability to add a billing contact so the invoices are emailed to the correct person from Quickbooks and I don't have to change it in Quickbooks every month. Tedious...
4 votes -
Integrate with QuickBooks Desktop & Enterprise for posting invoices
Integrate with QuickBooks Desktop & Enterprise for posting invoices
1 vote -
General Ledger accounts for importing ticket invoices
add general ledger information for importing invoices into accounting systems
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
7 votes -
Bill unresolved tickets (Because they might otherwise become too large)
Hi,
I have a lot of tickets that extend into the next month. For example, a ticket labeled "IT Takeover."
Many different tasks are being performed on this ticket. So, it's essentially not just a ticket, but more like a project.
I would like to bill this ticket already, i.e., the work that has already been done, and then continue working on it next month. Is there an option for this?
Alternatively, we could incorporate two things:
Projects (that can contain multiple tickets)
An option to decide whether the ticket should be billed at the end of the month...
(Ideally…2 votes -
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.
3 votes -
Microsoft Dynamics 365 Business Central Full Integration
- Sync customers and contacts.
- Sync services and the GL accounts.
- Sync time entries as the invoice lines description.
- Sync invoice numbers (Dynamics providing the numbers)
- Sync Contracts with expiration dates and service items
- Sync the number of active devices to the invoice or service bundle.
- Ability to format Atera invoice template as needed to be used as our main document for clients.
1 vote
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