Release Notes v2024-10

Datagate Services Team | October, 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

• 💻 Datagate Platform
• 💳 Payments
• 📗 Quickbooks Online

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⚡️ What's New? ⚡️

💻 Platform Updates

Commissions Reporting

We have made significant upgrades to Commission reporting.

Previously, Commission Rates were set at an Account Manager level only. Now, commission rates can be set at the following levels:

• Account Manager
• Customer
• Product Template
• Product
• Kit Product
• Product Transaction
• Rate Card
• Pricebook Product

For further details, click here.

Permissions

There is now an option to view Bundles.

This allows the user to access parts of the portal that display bundles, such as Products, but doesn't allow the user to edit existing Bundles.

Additional Invoice For An Already Invoiced Period

There is an option to generate a Miscellaneous invoice for a period that has already been invoiced.

For example, you've invoiced a period (in advance), and part way through that period extra services have been added.

To generate the extra invoice for the non-invoiced services, navigate to the Customer's Product Transactions tab, select the Agreement and Billing Period (usage) and choose Actions/ Generate Miscellaneous invoice.

Customer Sites

New fields have been made available for Customer Sites.

End Customer Portal - Usage Reports

Usage reports can now be run if the invoice is in any finalized status - e.g. Sent, Sent Manually, Paid, Paid Manually etc.

💳 Payments

Auto-Pay

All payment options (currently Datagate Payments powered by Nexio, Stripe, Authorize.net, IPPay, Moneris, Pinch) now display an auto-pay checkbox for new customers entering their payment details.

If your business terms state that you have the authority to take payments, the checkbox below should be unchecked. If your customers should decide themselves whether to grant you auto-pay access, leave it checked.

As shown below, you can customize the message the Customer receives after checking "Allow Auto-Pay":

 

📗 Quickbooks Online

Receipts

When a payment is received using Datagate, and Datagate is configured to generate a receipt, the Payment Method and Receipt number are automatically populated in the QBO Receipt. This should assist with reconciliation.

Please configure the DG and QBO payment method mappings, by navigating to Settings/ Integrations/ Quickbooks Online and configuring one or more mappings as shown here: