Datagate Services Team | July, 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
Reporting
Customer Invoices - This Month vs Last Month
There is a new report that will allow you to compare this month's billing with the previous month.
Navigate to Reports/ Standard Reports/ Customer Invoices.
The basic report will show you one month compared to the previous month, by Customer.
Click on the Gear icon, within the report, to give you the option to display an enhanced report with more columns:
Rate Cards Assigned to Products
If your business process is to assign the Rate Card to Products, you can now display and drill down to the Product's rate card from the Customer / Product screen.
🚨Note: the Rate Card column is not displayed by default, see the "Sorting Data Tables" video for instructions to enable columns : Links to Video Tutorials
Please do not start using the Rate Card in the Products unless discussed/advised with your Consultant or our support team.
Commission Report
You can now choose to exclude Costs from commission reporting by clicking the Gear icon in the Commissions report, and choosing to calculate the commission for the Sale amount only (as below):
😇 HaloPSA
You can now maintain Service Items (Phone numbers) exclusively in HaloPSA. These are added as Assets in HaloPSA and imported into Datagate.
The Asset Type name should match the Service Item type - e.g. Tolls, TollFree, Free Phone, Circuit.
This will allow you to use HaloPSA to manage phone numbers and other Service Items, and import to Datagate.
📝 Quoter
We have made some significant enhancements to the Quoter integration with this release.
Accept Quotes from Main Menu
Accepting a quote is now done from the main menu:
Import Product Descriptions from Quotes for Consistent Invoices
You can now import the Product Description from the Quote.
This will better match the invoice the Customer receives, with the quote they accepted.
When you accept the quote, ensure the box shown below is checked.
If you prefer to use the Datagate Product Template description, please uncheck this box when you accept quotes:
Discounts on One-Off Charges Imported into Datagate
If a discount is applied to a one-off charge in a Quote, this discount will be imported into Datagate.
New 'Preview' Button for Quote Acceptance—Options for Recurring and One-Off Items
There is a new "Preview" button when you accept a quote.
If you are adding to an existing Customer, please choose the Customer and agreement first.
If you are creating a new Customer, please fill in the "New Agreement Details" section. Once you have done one of these, press the "Preview" button.
You will see the products accepted on the quote.
The following are options:
- ❌ Ignore: Check this box if you don't want this Product to import to Datagate
- 🔄 Recurring Items - Add to Agreement: This is the 'usual', the Recurring charges are added as Products to the Agreement.
- 🔄 Recurring Items - Invoice Immediately: This will create a Miscellaneous invoice, which can be sent to the Customer immediately. Products are added to the Customer/Agreement also to be included with future month billings
- 📋 One-Off Items - Add To Agreement: This is the 'usual'. Items marked as one-off in Quoter will be added as Product transactions in Datagate. The next invoice for that billing period will include those charges
- 📋One Off Items - Invoice Immediately: This will create (or add to) a miscellaneous invoice, which can be sent to the Customer immediately.
As of the end of July 2024, the charges on the Miscellaneous invoices are not calculated on a pro-rata basis. Pro rata calculations will be in an upcoming enhancement.
💳 Stripe
Exclude Specific Customers from Payment Fees in Stripe Integration
If you have a Credit Card or ACH Payment fee set up under Settings/ Integrations / Stripe, you now have the ability to exclude certain Customers from paying this fee.
Navigate to a Customer, Details tab.
Check the box as shown below to exempt this Customer from your payment fee:
🏛️ CereTax
Updated Tax Descriptions in Datagate with Ceretax
If you use the CereTax tax engine, in the future Datagate will be displaying a more descriptive tax description on invoices.
When you are exporting the taxes, you may need to re-map the taxes the first time you export them.
🌎 Public API
Enhancements to the Datagate Product are included in the API:
- Service Items assigned to Customer Products
- Rate cards assigned to Customer Products
Documentation is available in the API Documentation.
🇦🇺 Australia
We have made enhancements to Datagate's integration to IPND.
🧰 Small Enhancements & Bug Fixes
☎️ Datagate Platform:
- The Customer "Country" field is now selected from a drop-down list. Previously it was free text. This will enhance interfaces to other systems, and prevent typos.
- We continue to enhance Reports that have been timing out, or producing a large amount of data
- Customer: Sales Type is no longer a Required field
🔧 Other Updates:
- 🦉 ConnectWise: Enhancements and bug fixes for Invoice imports
- 🌀 Datto Autotask: Datagate Product Categories are not altered when Products are sync'd from Autotask and Product Categories sync is disabled.
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