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Exciting news for your bookkeeping! We’ve simplified your billing experience with the Atera App Center invoice breakdown by customer, Built to empower your business with effortless customer billing and bold, strategic monetization decisions Starting this week, for each invoice, you'll be able to download a detailed…
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…
Feels like this should be something baked in from the get-go? Yes, I can see tickets associated with a user who submitted them but that's not good enough. Being able to search for a specific item should give me SOME kind of information that I can use to pull up the old ticket to refer to remediations performed/notes. From…
We are looking for an alternative to Quickbooks online. It's awful. Any advice you can provide would be greatly appreciated.
How are you managing 'deleted tickets' in your Advanced Reports? When I have a look at the Ticket Summary report the 'deleted' tickets are included in the numbers, and there is no way I can filter them out. How do I get reporting based on resolved/closed tickets?
@nina Or anyone else. Is there a sound notification for ticket responses or chats? If someone replies to a ticket and I am assigned to it, can it play a sound notification so I know someone replies? Thanks!
Hey, After evaluating Atera for a couple of weeks I want to propose the following improvements: Default Time-Entry for Tickets: Implementing a feature to set a default time-entry based on customer contracts (30/60 minutes) can streamline ticket handling and ensure billing consistency. This could reduce manual entry errors…
@nina When can we expect this updated view?
Hi, anyone else here encountering problems with the quickbooks integration? It does not work anymore for a couple of days now. Regards Frank
Hi, Our field technicians have some major issues with your mobile app which affect the effectiveness och overall productivity. 1. The Mobile App does not support our custom "Status" fields. For every scheduled ticket, we change the status from "Pending" to "Scheduled" in order to keep track of the tickets that require…
When I reply to an open ticket in web UI, the response will include my signature. However, the mobile app doesn't include anything, so it looks a bit amateurish. Just FYI.
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General discussions
This section is used to discuss ActionAI, AIT, Copilot and Autopilot.
