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  1. Use QuickBooks for Service Definitions

    3 votes

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    1 comment  ·  Ideas and Feedback » 3rd Party Integrations  ·  Admin →
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    Brett Shreffler commented  · 

    We include the following information in the Description of all billable labor items.
    - Ticket Number
    - Date ticket resolved
    - Summary description of the work performed

    Would actually make QBO integration usable if...

    1. Atera DIDN'T overwrite the QBO description field I setup with the service name.

    and/or

    2. Atera had the ability to enter the my own desciption when creating the Atera invoice.

    and/or

    3. Atera automaticlly entered the ticket # and resolution/closed date to the description field.

    and/or

    4. Atera provided the ability to create a ticket summery field in tickets and then provided an option to have that summary field inluded in the invoive service description.

    That for me would be the singe most impotant, time saving feature Atera could provide.

    Brett Shreffler supported this idea  · 

  2. Ability to add custom fields to Invoice

    34 votes

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    0 comments  ·  Ideas and Feedback » Billing  ·  Admin →
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    Under Review  ·  AdminProduct Team (Product Team, Atera) responded

    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! 

    Brett Shreffler supported this idea  · 

  3. Improved Billing

    270 votes

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    Under Review  ·  50 comments  ·  Ideas and Feedback » Billing  ·  Admin →
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    Brett Shreffler supported this idea  ·