Datagate Services Team | Oct 24, 2022
Release Notes is our update that highlights recent product improvements we’ve made so you can easily stay up to date on what’s new.
If you have any questions, don’t hesitate to contact the Services Team.
💻 Platform Updates
Manual AR Transactions
Manual payments (by cheque/check, etc) for invoices in Datagate can now be recorded in the invoice Payments tab. This can be either Partial or Full Payments, with a Payment Amount and Payment Date.
Once a payment is saved, the invoice status will automatically change to Paid Manually or Partially Paid Manually. You will also be able to see this reflected in the customer’s AR Transactions tab.
Note: This is part of a larger project to have a full Accounts Receivable in Datagate (if you are not using an external accounting system).
Have any suggestions for more AR functionality? We would love to hear them. Contact us today to submit your feedback.
Default Kit Parameters
You can now set some more default selections for Product Kit Templates in Datagate.
When setting up a kit, you’ll see two new options in the Kit Details tab: “Allow ProRata” and “Exclude Surcharges”.
Selections made here will be the default for the Kit template and apply when the Kit is assigned to a customer.
New Invoice Details Export to CSV
There is a new report that can be used to import Datagate invoice details into your Accounting system, including Quickbooks Desktop (if you’re not using Datagate’s built-in interface).
To create the report/CSV file, select the invoices on the Invoices>Action Invoices screen, choose Export, and select “CSV File – Multiline (QBD)”.
Business Unit for Tax Engines [USA & Canada only]
A Business Unit can now be passed to the Tax Engine. This allows taxes to be broken down by Business Units for reporting and filing purposes.
This is available in all three tax engines Datagate supports.
CCH SureTax Situs [USA & Canada only]
Tax Situs can be overridden at a Product Template and Customer/Product level. This feature should be used only on the advice of your tax partner, as it determines the location of the tax calculation.
💳 Authorize.net Integration
Store Credit Cards
If you use Authorize.net to collect payments, your customers can now store their Credit Card on file as a default payment method.
This will save them time when paying invoices from Datagate’s End Customer Portal. It will also allow you to automatically charge their payment method on file from your admin portal if the customer opts-in.
📘 Xero Integration
Default Account for Invoice Export
When exporting invoices to Xero, Datagate will now automatically remember the Xero account that you select for exports.
🛠 Kaseya BMS Integration
You can now select specific Contract types for importing invoices from Kaseya into Datagate.
In the Kaseya integration settings, if “Invoice Sync” is enabled, you’ll see a new drop-down to specify which Contract types should be considered.
Inventory Item lines imported into Datagate can be imported with the same characteristics (e.g. Tax code).
Note: Please contact us if you are interested in the Datagate Kaseya BMS integration.
⚙️ ConnectWise Integration
Customer Sites Sync
If you synchronize Products from ConnectWise to Datagate, changes made to the Agreement site in ConnectWise can automatically reflect in Datagate as well.
You will see a new “Update Sites” option in the ConnectWise integration settings page if Product Sync is enabled with the following options: Always, Only on first sync (default), or Never.
🔧 HaloPSA Integration
More Features Coming Soon
We are continuing to add more features and functionality to our HaloPSA integration.
If you would like to provide feedback or share your requirements, please contact Datagate Product Manager, Lee Dubber.
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