Datagate Services Team | Feb 23, 2023
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
Invoice Template Change [Important]
We have made some performance enhancements to invoice templates in Datagate. Please spot-check your invoices before sending them out. If you notice any issues, please contact the Datagate Services Team.
Sort Exceptions Report
You can now quickly sort columns alphabetically or numerically in the exceptions report by clicking on the column heading.
Payment Method - Action Invoices
You can now enable an additional column to quickly see your customers' stored payment methods from the Action Invoices tab.
🦉 ConnectWise Integration
Invoice Number Sync
When syncing invoice numbers from Datagate to ConnectWise for the first time, you will now be able to select which ConnectWise Agreement Datagate should pull associated invoice numbers from.
The system will also remember your selections, making it easier the next time you sync.
⚠️ CSI Tax Engine
Tax Inclusive Products
You can now make products and services “Tax Inclusive” in Datagate with the CSI tax engine. If you would like to use this feature, please contact the Datagate Services Team to get an appropriate invoice layout.
🌀 Xero Integration
Datagate will no longer synchronize Xero contacts that are not set to receive emails when performing Xero customer sync.
If the Xero integration is disconnected from the Xero side, you will now see a “Disconnected” error message on the Xero integration tile in settings > integrations.
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