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Service Dates for Invoices Exported to QuickBooks Online
When I generate an invoice in Atera and export it to QuickBooks Online, the Service Date column lists the date the invoice was generated and exported. This is a problem for me because I bill at the end of the month. For services rendered to a client in July, I'll generate and export that invoice in the first few days of August, and on the exported invoice all of the service dates are for August even though the invoice is for services rendered in July. This is unnecessarily confusing to my clients. Right now I have to manually change the date for all invoices exported to QBO to reflect the first date of the billing period instead of the date the invoice was generated and exported - it shouldn't be this way.
Please make it so the service dates are the first day of the billing period.
When I generate an invoice in Atera and export it to QuickBooks Online, the Service Date column lists the date the invoice was generated and exported. This is a problem for me because I bill at the end of the month. For services rendered to a client in July, I'll generate and export that invoice in the first few days of August, and on the exported invoice all of the service dates are for August even though the invoice is for services rendered in July. This is unnecessarily confusing to my clients. Right now I have to manually change the…
6 votes -
2FA - Remember the log in settings
2FA : it should remember my settings. Right now, there are 8 clicks to log in. I just want to put in the passwords and 2FA, not biometric. Would be nice for it to remember how we want to log in. Too many clicks. It keeps showing me all the options every single time
9 votes -
Links to and from Tickets and computers
When accessing an agent's page (computer). We should have a list of active related tickets and an option to have a history of all the tickets related to the agent.
Now if I do a general search with the computer name, it doesn't show the tickets in the results unless it's a ticket created from an alert because an alert puts the name of the computer in the ticket title. It seems unclear how the link between tickets and agents is made. When creating a new ticket from the Tickets page we should be able to select an agent form there and this agent field should make the ticket shown when searching the agent’s name
Also, everything I discuss here should also apply to other assets like snmp or custom assets, we should be able to link tickets from and to them.When accessing an agent's page (computer). We should have a list of active related tickets and an option to have a history of all the tickets related to the agent.
Now if I do a general search with the computer name, it doesn't show the tickets in the results unless it's a ticket created from an alert because an alert puts the name of the computer in the ticket title. It seems unclear how the link between tickets and agents is made. When creating a new ticket from the Tickets page we should be able to select an agent form…1 vote -
Add tags to multiple tickets
Add the ability to add Tags to multiple tickets at the same time (in the same way that you can select multiple tickets and either delete, assign ticket, set status, set priority, or merge tickets). Would be useful when using the automail ticketing feature in bulk (considering you can't specify a tag in email).
3 votes -
RMM Alerts Threshold Profiles Alerts from idrac/ILO
generate threshold Alerts directed from Idrac\ILO without SNMP.
3 votes -
TPM 2.0
I am trying to gather information on all devices which do not have TPM 2.0. I saw someone asked about this earlier but I would like to addon to it. I would also like to see the TPM 2.0 TPM 1.2 and No TPM option in the Devices > Filters > advanced Filter > first option to narrow PC results.
4 votes -
Show Total Time in Ticket List View
At the moment, we need to open each individual ticket to view the total time spent on the ticket. Can this be added to the main ticket list view. Admins and Managers can quickly see which tickets have long time entries or have been worked on longer than others.
Thanks
5 votes -
Different License Types
The ability to have different licenses for different types of employees. For an example a tech that is hired for helpdesk only does not need the Quickbooks integration. It would be nice to be able to hold the Growth license as the owner and the Pro license for the tech. It would also be beneficial to have a billing only license type for bookkeepers.
77 votes -
Webroot license sync or storage in Atera
Sync customer license numbers with Webroot for automated installation, or at the very least allow us to manually copy the customers Webroot serial number into Atera so that we don't get to go get it from Webroot's portal every time a workstation is added.
77 votes -
1 vote
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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.
59 votes -
Department restrictions for technicians
Ability to add "Department" restrictions under Roles for the ITD. Not just site but departments as well
2 votes -
implementation of a maintenance window
implementation of a maintenance window to disable alarms during this time
16 votes -
Desktop Alert for Customers
We have multiple locations that have a VPN back to our office where we host several VM's that each location uses. From time to time we'll lose internet at the office, yes, we unfortunately only have one ISP option in our area. It would be nice to set up an automated alert that the Helpdesk Agent could display on each PC notifying the end user that our office location has lost internet. That way we are not bombarded with text messages and phone calls from the locations saying that they can not reach this or that. Some sort of mass desktop notification setting would be beneficial, at least to us. And this notification would be persistent, it would remain on the screen until an acknowledgment button was clicked, insuring that it was seen. Not everyone stays on top of their email throughout the day.
We have multiple locations that have a VPN back to our office where we host several VM's that each location uses. From time to time we'll lose internet at the office, yes, we unfortunately only have one ISP option in our area. It would be nice to set up an automated alert that the Helpdesk Agent could display on each PC notifying the end user that our office location has lost internet. That way we are not bombarded with text messages and phone calls from the locations saying that they can not reach this or that. Some sort of mass…
3 votes -
Automatically close tickets upon resolved alerts
Add automation rule to close a ticket. If you configure automation rules to open a ticket you should also be able to automate closing a ticket. An example being, if you have an availability monitor set up and the alert opens a new ticket but that alert gets resolved a few minutes later you should be able to automate closing the ticket as well.
78 votes -
So that new functions can be used after almost every update for the automation profiles, the profiles must be recreated and reassigned to al
So that new functions can be used after almost every update for the automation profiles, the profiles must be recreated and reassigned to all customers/devices
This was already the case when the scheduling setting was changed and also for the "Windows local update" switch
unnecessary additional work for us as a system house.
Simply adapt the database model or better program it
4 votes -
Quoting
The ability to create a quote or estimate for a customer would be amazing. We could essentially eliminate other software.
82 votes -
Stop sending information to facebook
Add the possibilities to stop the transmission of all the action taken inside atera to facebook.com with unique identifier.
1 vote -
Combine configuration policies
It would be great to have the ability to set a policy to "Restart outside active hours" combined with "Disable auto-restart with logged-on users... or better, disable for active users (not idle). That way if for any reason a user is working outside of regular working hours it won't be forced out
5 votes -
Ability to select multiple contacts when creating new ticket
When creating a new ticket for a client it would be nice to send the initial email to multiple people instead of just a single contact.
5 votes
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