162 results found
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White Label Invoice e-mail
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…
4 votes -
in product and expense add a cost field
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
2 votes -
billing email address
Can we please have a different Billing email address to the primary contact email address?
12 votes -
billing integration with exact online
billing integration with exact online and Atera
3 votes -
Atera Tech Day Pass
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 -
Bill for tickets that aren't just for resolved/closed
I want to be able to bill my customers for tickets that are resolved/closed because that's just how I bill my customer.
6 votes -
Allow different currencies (EURO)
Please offer billing in EURO. Its pretty expensive to pay in Dollar and pay extra expenses for the bank.
3 votes -
Invoice Appearance during PDF Generation
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 -
Include purchase date in export for Products and Expenses
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 -
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 -
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…15 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 -
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 -
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.
20 votes -
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
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