153 results found
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Modification for invoice template
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)11 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.
2 votes -
Create contracts to multiple customers at the same time
Create contracts to multiple customers at the same time
6 votes -
Hello Team, Its very important t to have multiple expiration notification (Seperate for each customers for that customer binded contracts)
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.
3 votes -
contrat for all clients
Il serait utile de pouvoir créer un contrat et de l'appliquer à tous les clients.
1 vote -
Purchase Order (PO) Tracking
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 ListRequestor Information - Selectable from Users
Requestor Name
Email
Phone
Department
LocationVendor Information - Selectable from List or Add New To List
Vendor…14 votes -
list of activated devices for "work from home"
add list of activated devices for "work from home" near the subscription panel of "work from home"
7 votes -
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 -
Integrations for Dynamic Billing
Integrations with Pax8 and Sherweb to pull dynamic company subscriptions for billing.
I have to manually check both Pax8 and Sherweb for numbers and enter into QBO for invoicing.
FYI, Syncro is providing this for Pax8, according to the sales guy that keeps calling me to switch.
18 votes -
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 -
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 -
Ability to bill for Bitdefender or Webroot directly via atera
Ability to bill for Bitdefender or Webroot directly via atera
2 votes -
Multiple Line Items for Retainer/Flat Fee Contracts
Have the ability to add multiple line items each with a quantity for multiple products. For example, billing M365 licenses, the ability to list each license with a quantity.
2 votes -
1 vote
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Administrative licensing
With separate PSA and RMM solutions, there is cheaper licensing for administrative staff to access and assist with PSA tasks like billing and ticket creation.
Can we get administrative accounts with limited access for a cheaper cost than the current Atera licensing?23 votes -
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 -
Custom Ticket
I'd like to have more customisation of ticket fields. At the moment you can only add values to the "status" field. I think it would be a good idea to be able to change the values of each field or at least add new ones (and change their order).
2 votes -
Add payment link on invoice
Add link to an invoice: For example, we'd like to attach a link to the invoice that will direct them to a third party where they can enter credit card or bank details to make the payment
7 votes
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