153 results found
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time zone
I need to be able to do billing as soon as I complete a ticket in some instances, but I complete a ticket prior to my noon (12 pm) I am not able to see the ticket in the billing section. I can only put this down to TIME ZONE Differences. Same thing with all of my contracts, I have to wait until mid-day of the day they are due as they will not populate until then. This is supper annoying and needs to rectified immediately.
1 vote -
Expenses report in Billing ticket report
Would like to run a report of tickets that have expenses.
2 votes -
block contract rollover
I would like the block contract rollover to only rollover hours for the last month rather than from the start of the contract. When I run a block contract report the hours for one that has been for 2 years have kept accumulating for the 2 year period which is not feasible at all.
1 vote -
proforma
In add to i nvoice is useful to add proforma for customer.
1 vote -
TAX on billing update
To be able to have a section on the invoice where example;
Total for a item to be able to extract the 10% tax so on the right hand of the invoice will show we charged $100 for a item and the system will auto show on the right the amount in tax and not without us having to do the total part of the invoice and gets added on top.
1 vote -
New address line
Unfortunately, the invoice module cannot be used for me:
Almost the complete address is output in one line, which is then cut off because it is far too long.
The information "Federal State" and "State" is not required, the important information "Zip Code" is missing.In order to be able to use the invoice module, I need:
Address1: street - street number
Address2: zip code - cityI wonder why no one has complained about this, isn't that obvious?
2 votes -
Disable renewal notification for deactivated contracts
Ability to disable contract expiration notifications for deactivated contracts. This becomes confusing when a new contract has already been activated to replace the old agreement.
6 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! -
Billing Batch Show Tickets
A billing batch may show XX tickets, but there's no way to see what XX tickets these are unless you bill it. If you jump over to the timesheet report there's no easy way to get the exact tickets and time totals. There should be be an easy way to check unbilled tickets before the batch is finalized.
13 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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11 votes
Nice! 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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Limit rollover for Block Hours contracts
Ability to set a limit on the number of hours which can be rolled over for Block Hours contracts. For example, if a customer pays for 10 hours per month, we set a limit of 5 hours to roll over, so the maximum hours they would have available in any given month is 15 hours.
5 votes -
Enable "Additional Rates" on Block Money contract
Enable "Additional Rates" on Block Money contract for those of us that bill our customers multiple discounted rates for pre purchased Blocks of Money. It should be similar to the Additional Rates for Hourly contract type, that allows multiple selections.
4 votes -
Settlement, New batch of invoices
When calling "new batch of invoices", do not start the search directly ("up to 2 minutes"). Waste of the employee's time. Parameters have to be set and searched again each time.
You can save yourself the time!1 vote -
Better Billing for Non-MSP Atera Customers
We currently use Atera for in-house support only, not as an MSP, and also have the Bitdefender AV component. We receive two separate bills each month, one for Atera technicians and one for Bitdefender licenses.
We would like to see two improvements:
- Billing with Atera that does not require a credit card (prefer Invoicing)
- Unified billing when using Atera and any other add-ins, such as Bitdefender AV.
Thank You!
2 votes -
Work order & Estimates
Would love the option to be able to submit estimates and work orders in the billing section much like invoices. This would also connect to products and services for easy find/insert keeping end users from having to go outside of the Atera app.
8 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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Add cost price on contract.
To calculated margin. This is interesting for customers who are not using QBO and XERO
10 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 bill tickets when they're not closed
Being able to bill a ticket when close = there might be a ticket that we leave open “certificate is about to expire” we will then come back to it in a year’s time with the details open so we can just roll it over. We don’t need to action for another 12 months. We leave it it open. We have holiday projects. That tickets sometimes have some additional work required. When that next term starts and it falls in the next billing period.
1 vote -
Products within Tickets - Able to input Minus Quantities
We would like to use the Products section within the ticket to run reports at the end of the month to look at quantities of licenses then we can adjust their reoccurring invoice at the end of each month.
3 votes -
Auto-filled invoices
Auto-populate invoices with all time entries for the given customer during the past month or specific date range.
2 votes -
Integrating Atera to Autotask PSA
A direct integration of Atera's ticketing system into Autotask PSA
4 votes -
Different Prices per Device
It would be nice to have the ability to charge different prices per device. Right now it's $xx per month for PC's for example. However, if I want to charge extra for a computer that is running Windows 10 (not Server OS) for some reason I can't. If that "special" PC is doing something critical but is not a server I can't differentiate it with the monitoring contract.
1 vote
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