Release Notes v2024-11

Datagate Services Team | November, 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
• ⌨️ Interfaces

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⚡️ What's New? ⚡️

💻 Platform Updates

Reporting

We have enhanced the way Standard Reports are generated. They are now run in the background and can be downloaded.

This has the following benefits:

• Reports can be started and the user can move on to other work
• Resolving issues with large reports that used to cause timeouts

Surcharges

Surcharges can now be created and applied specifically only to Customers in a specific Group. 

Previously any new Surcharge would automatically apply to all Customers (unless explicitly excluded). 

Surcharge amounts can now differ per Customer.

For more information about these new Surcharge features, click here

 

Restrict Products by Customer

You can now configure Datagate to restrict Products to a group of Customers. A Use Case could be that you have Wholesale or Retail customers, each of whom have their own Products.

To configure this Restriction, navigate to Settings/ Portal and check the box: "Restrict Product Templates Based On Customer Group".

In the Product (or Kit) Template, you can choose the Customer Groups that can use this Product.

🚨 Note: Customers in other Groups, or without a Group assigned, will not be able to have this Product Template assigned.

This feature is to be used only when assigning Product Templates in the Customers/ Products menu. It isn't applicable for any Interfaces where Products are imported from a PSA.

 

XML/UBL export

Invoices in XML format will be included in the Zip file when exporting invoices in Bulk to a Zip file.

 

Default Payment Term

A new Default Payment Term has been added: Due upon Receipt.

End Customer Portal

• 📊 Usage Report: The Usage Report can now be run for all Agreements. Previously you had to select a single Agreement.
• 📜 One User, Multiple Customers: If you use a single login to access multiple Customers in the end Customer Portal, it will be easier to choose a Customer by using a scroll bar.

⌨️ Interfaces

Autotask

Charges exported to Autotask will include the Purchase Order Number from the Contract.

This allows the invoice generated in Autotask to include that Purchase Order Number.

Xero/ Quickbooks Online/ Autotask/ ConnectWise/ Halo/ Kaseya BMS

You can now synchronize selected Customers only.

Navigate to the Customers menu, select one or more Customers using the Checkbox, and choose the icon to synchronize. Those Customers' Datagate details will be synced with the other system Customer details.

If you don't select any Customers, a full sync will be performed including new Customers added and Customers made Inactive as appropriate.