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  1. 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

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  2. 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

    2 votes

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  3. billing integration with exact online and Atera

    3 votes

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  4. 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

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  5. 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

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  6. 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

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  7. 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

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  8. I want to be able to bill my customers for tickets that are resolved/closed because that's just how I bill my customer.

    5 votes

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  9. Can we please have a different Billing email address to the primary contact email address?

    7 votes

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  10. Please offer billing in EURO. Its pretty expensive to pay in Dollar and pay extra expenses for the bank.

    2 votes

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  11. Create contracts to multiple customers at the same time

    6 votes

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  12. Il serait utile de pouvoir créer un contrat et de l'appliquer à tous les clients.

    1 vote

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  13. add list of activated devices for "work from home" near the subscription panel of "work from home"

    7 votes

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  14. Bexio integration to synchronize customers and billing exports

    1 vote

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  15. Modification for the invoice:
    Increase font size on our address and invoice #
    Space to include our HST #
    Remove date at the bottom of the invoice.
    Columns; be able to add/ remove, create different sections where the QTY column can be different units (hours/ each/ etc)

    8 votes

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  16. 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

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  17. The Accounting Department is unable to view the technician's notes when viewing the TimeSheet Report. The Ticket ID is not viewable.

    1 vote

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  18. We are using Atera for an internal IT team not an MSP, but when we buy things from vendors it would be very helpful to be able to Create/Track/Relate POs for these items. Ideally some things to include would be:

    Order Information:
    PO Number - Auto Number with option to set starting number
    Status (Open, Canceled, Partially Received, Received)
    Date Ordered
    Date Required
    Date Received/Closed
    Payment Terms - Selectable from List or Add New To List

    Requestor Information - Selectable from Users
    Requestor Name
    Email
    Phone
    Department
    Location

    Vendor Information - Selectable from List or Add New To List
    Vendor…

    12 votes

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  19. Hello Team,

    Its very important t to have multiple expiration notification (Seperate for each customers for that customer binded contracts) option when we mange customer contracts with different products like Microsoft, Adobe and other softwares.

    Example : For customer A we have a contract with a software support , then expiration notification prior to 1 month of next renewal should go to our admin email ID and customer accounts. Same way for customer B , our admin email and Customer B accounts like. Its very critical when you have contracts management.

    Please have a look and update with priority.

    2 votes

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  20. 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

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