Release Notes V2.80

Datagate Services Team | Jan 25, 2024

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.

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⚡️ What's New? ⚡️

 

💻 Platform Updates

Workflow Improvements

Navigate seamlessly through your workflow by opening new tabs directly from the Invoicing/Action Invoices menu. Simply press <Ctrl> (Windows) or <Command> (MacOS) and click on the Customer name to open the Customer in a new tab. Please exercise caution when working with multiple tabs, as changes made in one tab may not immediately reflect in another.

Bundles

Bundles can now be assigned to multiple Service Items. This enables you to tailor bundles, such as minute buckets, to specific groups of Service Items. This flexibility enhances your ability to customize services based on your unique business needs.

Email Templates

The User Interface for Email Templates has undergone slight changes to accommodate upcoming features that are currently in development:

• Multiple invoice and Credit note email templates 
• Dunning/overdue notices

Exceptions Report

Experience a refined interface with improved timeout settings, allowing all users to efficiently run and export reports.

😇 HaloPSA Integration

Recurring Invoices

Datagate Invoices can now be exported to HaloPSA recurring invoices. This enhancement allows you to combine Datagate charges with other HaloPSA charges, and send the invoice to the Customer from HaloPSA.

Click here for more info: How to export charges to an existing Recurring Invoice in HaloPSA

Kits

Kits can now be imported from Halo into Datagate.

Click here for more info: How to synchronize HaloPSA contracts

Quoter Integration

Importing Kits into Datagate

Discounts on a Kit item in Quoter will be reflected as a Discount on the Datagate Customer Product. This ensures consistent pricing for your customers and further automates your workflow

ConnectWise Integration

Invoice Layouts

If you are importing Invoices from ConnectWise, and sending to the Customer from Datagate, you now have the option of selecting a different Invoice Template for these non-Agreement invoices. This allows extra information, such as information on a Service Ticket, to be printed on those invoices.

Importing Kits into Datagate

If you have the ConnectWise Product Sync enabled, and you have Kits on your Agreement in ConnectWise, any difference in price is now reflected as a Discount in Datagate.

💳 Nexio Integration

ACH

Wording on the End Customer Portal has been changed for clarification

🌀Xero Integration

Tracking Categories

Datagate further increases its support for Tracking Categories in Xero