Datagate Services Team | Oct 27, 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.
⚡️ What's New? ⚡️
Table Of Contents
- 🖥 Datagate Platform
- 📝 Quoter Integration
- 📗QuickBooks Integration
- ⚙️ Autotask Integration
- 🦉 ConnectWise Integration
- 🍊 Avalara Integration
- 😇 HaloPSA Integration
- 💡 Tips & Tricks 💡
💻 Platform Updates
Sub-Organization Support (Bill on Behalf / DBAs)
If you bill on behalf of multiple companies or DBAs, you can now easily configure Sub-Organizations within your Datagate portal. This enables you to set a different company name, sender email address, and logo for each Sub-Organization.
To do so, head to Settings > Organizations. Here you will see a "Sub-Organizations" tab from where you can configure new Sub-Organizations.
We can advise on the configuration if you are emailing from a domain that isn't yours (and even if it is!). Please contact support@datagate-i.com if you are already using Datagate to invoice for multiple organizations, and would like assistance with the setup.
Invoice "Surcharge" based on Payment Method
You can now add a new "Surcharge" to the invoice total (including tax), based on the Payment Method selected by the Customer. This can be used to add a fee to invoices paid by credit card, and have that fee displayed on the invoice, even if Datagate is not receiving the payments.
FUSF Tax Reporting - USA only
There are two new reports that can be used for tax reporting.
The FUSF Tax report displays all invoice lines for a period that had FUSF charges.
The Invoice Register report displays more invoice data that can be used to reconcile with the FUSF report.
To run these reports, navigate to Reports > Standard and choose FUSF Tax or Invoice Register report. Choose the Period (based on the Invoice Date). To export to Excel, right-click on the report table body.
Price Books
You now have the ability to set a Price Book as the default Price Book. If a Customer doesn't have a Price Book assigned to them, the Default Price Book will apply.
To set a Default, navigate to the Rating menu, click on the chosen Price Book, check the "Default" box, and press save.
📄 Quoter Integration Updates
Add Sites to Quotes
A Site can now be added when accepting a quote from Quoter into Datagate.
The Quote Items will be assigned to an existing Site or you can create a new Site. Sites can be added to an existing or new Customer.
To use this feature, when accepting a quote, click the "Add Site" button.
📗 QuickBooks Integration Updates
Exporting Tax Inclusive Invoices [USA Only]
If you export invoices to Quickbooks, and your invoices are Tax Inclusive, we now allow the option of an adjustment line to be created if there are small rounding differences when exporting.
To enable, please navigate to Settings > Integrations > Quickbooks and select "Add adjustment invoice line". The next time you export an invoice to QuickBooks, you will be able to choose a product for that adjustment. The adjustment is expected to be a very small value.
⚙️ Autotask Integration Updates
Exporting Invoices
When exporting invoices to Autotask, the Datagate contract name is now displayed (and remembered). This provides better visibility if you have multiple contracts in both Datagate and Autotask.
🦉 ConnectWise Integration Updates
Importing Kits from ConnectWise
If you use the ConnectWise Product Sync, and import Kits from ConnectWise to Datagate, Usage Bundles attached to the Kit Template will now populate to the Customer/Kit automatically. This will be useful if you have minute buckets as part of your Kit.
🍊 Avalara Integration Updates
Deleting Previous Period Invoices
In some circumstances, the Avalara tax engine does not allow the deletion of taxes - for example, in prior periods. In order to maintain integrity between the two systems, the Datagate invoice could previously not be deleted. In this new version, we will automatically create an adjustment in Avalara if an invoice from a previous period is deleted in Datagate, enabling you to delete invoices from previous periods.
😇 HaloPSA Integration Updates
Exporting Costs
Datagate now includes the Cost information for each line item when exporting an invoice in HaloPSA.
💡Tips and Tricks💡
Exceptions Report - Usage
This report (Reports > Standard > Exceptions) shows Usage (e.g. phone calls) that hasn't been fully processed.
For USA - only fully processed Usage is displayed in the Traffic study report. So even if you're not charging your customers for Usage, it makes sense to correctly assign all usage to the appropriate customer and price correctly ($0.00 is a valid price).
Outside of USA - you could be missing out on revenue or correctly assigning costs if you don't fully process Usage before invoicing.
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