Datagate Services Team | May 28, 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.

Update Overview

⚡️ What's New? ⚡️

💻 Platform Updates

Compare Invoice Periods Report

Navigate to Reports/ Standard. There is a new report allowing you to compare this month and last month billing by Customer. This will allow you to identify large or unusual changes.

Inactive Agreements or Products

You are now able to choose if you want to see only Active Agreements, or also display Expired and Inactive agreements.

The same setting is available in the Products screen:

End Customer Portal

A Customer User that is authorized for multiple Customers, can now switch between Customers in the End Customer Portal (ECP).

For more information, click here

Usage and eBill Processing

Moving Usage

Datagate can push un-invoiced usage to the following Billing Period. This could be useful if some of your usage was delayed from a Supplier/carrier, and your invoice went to your Customer before the last day or so was received. The usage will be moved if the invoice has been generated for the period, it will move to the following period when importing.

To enable, check the box on the Settings/ Portal screen:

Rate Cards Assigned to Products

If your process is to assign Service Items and a rate card to a Product, you can now display the Rate Card in the Products tab of the Customer, and drill down to the Rate Card from that screen:

Note: do not change your existing process.

In Advance

Datagate now considers the "In Advance" settings when processing Bundles (minute/usage buckets).

For example, if the Product has a start date of May 1, and is "One Month in Advance", the usage for April will now be bundled.

Mobile/Data Bundles

Data bundles can now be rolled over to a new Billing Period, and Mobile packs for a set number of days is supported. More documentation coming shortly.

eBills

You can now assign a Bundle to a PriceBook Product, and that Bundle will be applied to relevant Usage:

Service Items

If you click on the Customer Name from the Service Items menu, you will now be taken to the Customer page.

USA/Canada only - Tax inclusive Usage

Usage can now be considered tax-inclusive by checking the box on the Customer Details tab:

Currency

There is a new Currency field on a Customer, and a system-wide default currency. At this stage, this is used for the following purposes:

If you have an interface to Stripe, and you have Customers in multiple currencies, Datagate will send the currency to Stripe
As a field that can be displayed on an invoice

🚨 Note: Datagate does not do currency conversions at the time of writing, May 2024. If you have Customers that are invoiced in different currencies, please contact Datagate before implementing.

Bundles

Bundles (minute/usage buckets) can now be run over multiple periods. Contact support for more details.

🦉 ConnectWise Manage Integration

Import Invoices From ConnectWise Manage Into Datagate Miscellaneous invoices

Labor

Datagate now imports the ConnectWise Work Type as the Datagate Product Code.

This means any ConnectWise Work Types should be added as Product Templates in Datagate if you are importing invoices from ConnectWise.

🚨 USA/Canada only: If you use a tax engine integrated with Datagate, be sure to assign the appropriate Tax code to the Product Template.

Extra Data

Datagate now imports Top Comment, Bottom Comment, Reference, Territory from a CWM standard invoice. This data can be displayed on the Datagate invoice PDF.

Shipping Site

Datagate now imports both the Billing Site and the Shipping Site from a CWM Miscellaneous invoice.

This data can be displayed on the Datagate invoice PDF, and is available in the header of a Datagate Miscellaneous invoice:

Downpayment invoices

Datagate now allows the option of importing invoices of type Downpayment.

If invoice lines are not of type "Product", you can specify the Datagate Product Template to use from the Settings/Integrations page:

Fixed Fee invoices

Datagate now imports Standard invoices that have a fixed fee.

These can be Project or Service Ticket invoices.

Please specify the Datagate Product Template to use for the Fixed Fee amount (for tax engine purposes) in Settings/ Integrations/ ConnectWise Manage:

Credit Notes

Datagate can now import Credit Notes from CWM:

Service Ticket invoices - Company Contact

Datagate now imports the Service Ticket Company Contact to Miscellaneous invoices. This can be displayed on the Datagate invoice PDF.

😇 Halo Integration

You can now choose more than one Contract Type in the HaloPSA Product Sync.

📘 Xero Integration

You can now choose the branding when exporting invoices to Xero.

📗 QuickBooks Online Integration

The Datagate Purchase Order Number is now exported to Quickbooks Online.

✏️ Quoter Integration

Customers

Inactive Customers are no longer shown in the list to select. Customers are now sorted alphabetically.

One-off Charges - discounts

If a one-off charge has a discount applied, this discount will now be reflected in the Product Transaction imported into Datagate.

This ensures the Customer is invoiced the same amount as the quote.

Product Description

You can now use the Quoter description for Products when accepting a Quote into Datagate.

If this box is unchecked (the default), the description from the Product Template will be used:

💳 Payments

Stripe

A default currency can be set on the Stripe Integration. You can specify what currency the Customer's charges are in.

No currency conversion is done:

Moneris

You can now define a "Webhook" which will allow Moneris to tell Datagate when a payment that may have initially been accepted, but is later rejected.

This will help ensure the invoice status is correct in Datagate by catching payments that are rejected after the payment request was made.

🇪🇺 Europe

Datagate invoices can be generated in both PDF and in NPA Peppol XML format. Check the box as below if you want to do this.

The xml format will be emailed with the PDF, and can be downloaded using the Download icon beside the invoice number:

Please also set the following, appropriate to your organization:

And appropriate to the Customers:

🇦🇺 Australia only

IPND

Documentation for integrating Datagate with the Integrated Public Number Database (IPND) will be available shortly.

🎯 Alpha Release:

ConnectWise changes importing to Datagate

We have done development so that changes made in ConnectWise - such as changing the quantity on an agreement addition - can be set to update Datagate in near-real-time.

This means last minute changes made at billing time will be reflected in Datagate almost immediately, so you can continue with your billing process. The regular update will continue to run overnight.

Right now, this enhancement has passed our internal QA, and is being tested in some sandboxes. We expect full release by the next sprint.

AutoBill - Take Payments

Functionality for Auto-billing has been extended to take payments.

This is for Users that take payments for invoices in the Datagate portal. We expect full release shortly.

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