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I just noticed two things: When looking at your Invoice Batch, it does not have a column showing the Invoice #'s on each invoice line. You have to click into(press edit button) the invoice to see it's number. When looking at the Invoice list on the Billing tab, it does not have a column showing the Invoice Batch name it…
It looks like I have to click 'email customer' within each invoice in an invoice batch manually myself. There doesn't seem to be a button to 'Email ALL customers' for the invoice batch for each month's invoice processing… So if I generate 50 invoices this month and include them in the monthly invoice batch, I then have to…
I have most customers on a monthly plan and tickets are charged by hourly time. However, there are optional a-la-carte services that repeat and will be on each invoice. Items like Backup/AV/RMM etc. A customer may have 20x RMM, 20x AV, 8x Backup. This "Service Package" will be different for each customer. I would expect I…
I do not see where I can enable automatically blind sending(bcc:) a copy of each invoice to myself for archiving and reference. I don't really want it to be displayed to the customer when they receive their emailed invoice..thus the bcc:. Have you found a way to do this? Thank you
Hey everyone, I have 201 automation profiles which need to be applied amongst customers and different type of devices. There are different scenarios I followed: -If I need to apply Profile 1 to multiple devices, I can create folder A and assign the profile. But when a device needs to be on Profile 2 it needs to either to…
Hey All, I posted a while ago that I was looking for a way to see what scripts were run when a threshold was triggered, and what the results were. I am posting my solution here in hopes that it helps some of you to work around some of the limitations in the reporting. For example, if a threshold fires for a DNS issue and…
We have a version of Java which must not be updated due to ERP constraints. We struggle to run Software updates via the Automation because we never know when Chocolatey have release another version, therefore it's suddenly not in our exclude list, therefore it updates. Chaos ensues! Anyone come across this problem and if…
Has anyone got any tips on how to dig deeper into why Automation Profiles fail? All we see is the feedback 'Failed' no explanation or links to logs etc! Thanks
Are there any Settings, scripts or just general tips for using Atera that you couldn't live without?
I'm looking at Ticket Automation Rules and under Actions > Set Field Value I can either set Technician to a specific technician or set it for Auto Assignment. We do not use Auto Assignment in our processes. I would like to use an automation to set the Technician as Unassigned. Is there a way to do that?
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General discussions
This section is used to discuss ActionAI, AIT, Copilot and Autopilot.
