Datagate Services Team | Dec 19, 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
Flexible Usage Report
You’ll notice a few new changes to the standard usage report. You can now use the report to view usage across all your customers, during any specified time period, and for multiple service types.
When creating Credit Notes, you’ll now see a quick wizard that will allow you to modify the Credit Note date and leave a reason for the Credit Note.
The Credit Note date will default to the date of the original invoice and will also be pushed to the tax engine (US Resellers Only). This is particularly useful if you are trying to Credit an Invoice from a few months ago but would like the Credit Note to go into the current month’s tax reporting.
You can also edit the Credit Note reason by visiting the “Notes” tab in the Credit Note.
📗 QuickBooks Desktop Integration
To easily sort invoices that have already been exported to QuickBooks Desktop on the Action Invoices tab, you can now enable a “QBD Exported” column.
⚙️ Kaseya BMS Integration
Automatic Product Sync
You can now import products for your telecom customers directly from Kaseya BMS. Enable “Product Synchronization” in the Kaseya integration settings to periodically update Customers (Accounts), Customer Sites (Account Locations), Products (Contract Services), and Agreements (Contracts) automatically from BMS.
Note: Please get in touch with the Services Team if you would like to enable this feature.
💳 Stripe Integration
BECS/ACH Payment Fee
Similar to the Credit Card fee option, you can now configure an automatic fee that is added if a customer is trying to pay an invoice using BECS or ACH via the Stripe end-customer portal integration.
Head to the Stripe integration settings page to configure this fee.
Article is closed for comments.