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  1. 8 votes

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    Alexander Seitz commented  · 

    Hi Atera team,

    The current “Schedule Report” feature for timesheets is very limited. While it sends an email notification, that message only links back to the classic report screen with the preset date range — not to an actual PDF or Excel file. From there, users still need to:
    • Manually select the customer
    • Export the report
    • Rename and organize it for invoicing

    This makes automation feel more like a reminder than a real time-saver.

    💡 Suggested improvements:
    1. Scheduled timesheets should be delivered as:
    • A PDF or Excel file attachment via email
    • Or a direct download link to the actual export file
    2. Additionally, when reports are generated via the website, Atera only shows a single pop-up for download. If that pop-up is accidentally closed or blocked by the browser, there is no way to retrieve the generated file again.
    → Please implement a central “Downloads” section within Atera, where users can find and download all generated reports (e.g. timesheets from the last 30 days). This would be a huge improvement for managing multiple exports, especially in a billing context.

    This request is not about advanced reporting or dashboards – just about fixing a basic and essential workflow for time tracking and billing. Thanks for considering it!

    Alexander Seitz supported this idea  · 
  2. 8 votes

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    Alexander Seitz commented  · 

    Hi,

    I have a lot of tickets that extend into the next month. For example, a ticket labeled "IT Takeover."

    Many different tasks are being performed on this ticket. So, it's essentially not just a ticket, but more like a project.

    I would like to bill this ticket already, i.e., the work that has already been done, and then continue working on it next month. Is there an option for this?

    Alternatively, we could incorporate two things:

    Projects (that can contain multiple tickets)
    An option to decide whether the ticket should be billed at the end of the month...
    (Ideally as a default and within the billing as a selection)
    => This way, I can decide whether I want to bill the 5 hours now or not.

    I try to send out my invoices quickly because otherwise the customer gets overwhelmed with the invoice in the next month. Better 2x 5 hours than 10 hours at once ;-)

    Alexander Seitz supported this idea  · 
  3. 20 votes

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    Alexander Seitz supported this idea  · 
  4. 133 votes

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    Alexander Seitz supported this idea  · 
  5. 82 votes

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    Alexander Seitz supported this idea  · 
  6. 219 votes

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    Alexander Seitz supported this idea  · 
  7. 780 votes

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    Under Review  ·  Gil Givoni responded

    Hi,

    We wanted to let you know that your idea is currently under review by our product team. We are evaluating its alignment with our product roadmap and its potential benefits to our users.

    We appreciate your patience during this process and will update you and the public status of this suggestion once a decision has been made.


    Best regards,

    The Atera Team


    Alexander Seitz supported this idea  · 
  8. 3 votes

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    Alexander Seitz commented  · 

    I would like to request the ability to integrate emails sent via BCC to the Atera ticketing system into the ticketing system.

    In the current setting, emails sent with BCC to the ticketing system are not integrated. The email must be sent to the ticketing system via the To or CC field.

    ----

    I occasionally contact various service providers via email. When the communication pertains to a specific ticket, I include the ticket number (e.g., [#541]) in the subject line.

    This works well when the email address "AutoMail11111111@ticketing.atera.com" is included in the "To" field and the email is forwarded. However, if I send the same email with "AutoMail11111111@ticketing.atera.com" in the "BCC" field, the communication does not appear in the ticket.

    Alexander Seitz supported this idea  ·