153 results found
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Deduct time from time entry
On the time entry screen, it would be helpful to have the option to deduct time from a time entry. When technicians are working on a single ticket all day (like an onboarding or on-site issue), they need to be able to deduct their 30 minute lunch or time that they worked on another ticket while still accurately marking the time that they started and stopped that day. So if a technician is on-site from 8:30AM-5PM and took a 30 minute lunch and had a 20 minute phone call for another ticket, they could mark their time entry as 8:30AM-5PM,…
9 votes -
1 vote
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Gradient MSP integration
This tool allows easy integration for automating billing of other services like O365 and tons of other cloud services. This would save me 30 hours a month with automation.
3 votes -
Billing of recurring monthly/annual items (not contracts)
Recurring item billing
Our current helpdesk allows us to log/schedule recurring items (Microsoft 365 licenses, domain name renewals, backup plans, etc) either monthly or annually and bill monthly via quickbooks online sync.
57 votesNice! 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!
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Quoting
The ability to create a quote or estimate for a customer would be amazing. We could essentially eliminate other software.
79 votesNice! The feature you requested is being considered for development. 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!
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Ability to change invoice number to match external systems.
We would like the ability to be able to change invoice numbers to match them up with our external billing system.
16 votes -
Please improve Block Hours
Most of the ideas posted related to Block Hours are GREAT ideas. Our company sells a LOT of block hours. As it stands Atera does not do a good job with this type of contract. When hours run out, you need to give us ability to PREVENT techs from using that contract which otherwise runs up the bill that will be a surprise for everyone. Also, some clients buy huge blocks of hours on-demand. When they run out or need budget money to spend, they buy more. You need a simple report/invoice that shows Beginning Balance, additions, subtractions, Ending Balance.…
4 votes -
products
Add Products Module to the Internal IT Department Model
Currently as an "Internal IT Department" we will never bill our other individual company departments. With that said, it would be nice to track inventory of either products we have in stock and/or what we are ordering for other groups and tie dollar amounts to those. This will help IT departments in general as it gives us insight into keeping stock via trends, record other departments IT spending as-well-as keep consistent on ordering special requests.
1 vote -
Notes or description section on Invoice
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 votesNice! 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! -
Ability for techs that don't have admin privilege to add products and pricing
Ability for non admin techs that do not have access to billing, to be able to add a product and its pricing
2 votes -
Include an on demand product / expense batch.
Add a new batch option for product and expense separate from contracts.
1 vote -
Would like to be able to add our own banking information on the invoice
To be able to add our payment type example bank transfer and display our account information on the invoice.
This is very important for use.
Also to be able to change or start from a specfic invoice number instead of starting with 16 votes -
Customer portal billing and payments reports
It would be super helpful to have an option for clients to view invoices, export billing reports and and make payments through the customer portal.
1 vote -
Wave Integration
Integration with Wave Invoicing and Accounting
80 votes -
Ability to add custom fields to Invoice
Ability to add our own custom fields to invoices so that we can add more information.
35 votesNice! 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!
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Discount ability on Contracts
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 -
hide the billing tab for employers
I would like to have the billing tab hidden for employers.
When disabling the 'Full Admin Access' and Disabeling the 'Billing information'We have the following problems :
- Option to Edit the Knowledge base is greyed out. (why?)
- Option to add an new product in an 'Product and Expense' is not possible. (Action -> Product and Expenses -> Add -> + icon beside product)
- not possible to delete tickets (not realy an problem)
The only thing i want, is that my employers cannot acces the billing infromation tab in the menu. The rest is okay.
Friendly regards
Dennis2 votes -
There needs to be INVOICE NUMBERS on Tickets when the tickets have been billed.
A double check needs to put on the tickets. I have now had at least three tickets that for some reason have no invoices attached to them and trying to double check against things is a NIGHTMARE. Once a ticket has had an invoice made against it, there needs to be some sort of way of looking at the ticket and knowing there is an invoice made against it.
11 votes -
Add More Payment Type
I would like to request more payment type for Atera Subscription which will be allowed to pay by transfer etc. due to there is no credit card for our company
29 votesCongratulations on helping shape Atera! The feature you requested is currently being considered for development. Please be patient as the process can take a while or even stall to make way for other features. We’ll update you once it’s been implemented and released!
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Select custom dates for billing batch
We would like to have the ability to select the billing period when creating invoice batches. Currently, it automatically selects the unbilled period.
7 votes
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