Release Notes v2025-1

Datagate Services Team | January, 2025

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.

🎉 In this release, we'd like to highlight "Fast update from ConnectWise Manage" and "Email notification of failed payments".

If you have any questions, don’t hesitate to contact the Services Team.

Update Overview

• 💻 Datagate Platform
• 💳 Payments
• ⌨️ Interfaces
• 📊 Usage

---

⚡️ What's New? ⚡️

💻 Platform Updates

User Security

We have made enhancements to managing permissions on users.

Reports

A new Invoice Taxes report is now available.

Surcharges

A fixed dollar amount Surcharge type is now available. The dollar amount can be overridden by Customer. 

Minor Enhancements

• 🏷️ End Customer Portal Usage reports now show the Price to 4 decimal places
• 🧑‍🧒‍🧒 Customers/Export - now includes a Status column showing if the Customer is Active/Inactive, and a "Do Not Generate Invoices" column. These columns are to assist with managing Customer profiles.
• 📁 In the Files menu, the username that generated the report is now shown
• ✚ Extra columns have been added to the Aged Balance report
• 🗑️ You can now delete unwanted reports from the Reports menu
• 🇺🇸 USA Only - Tax Code and Tax Code description are now optional columns that be enabled on the Customer Product tab. If you're not sure how to enable columns, please view the "Sorting Data tables" from here.

💳 Payments

Email notifications of failed invoice payments, and failed invoice emailing, can now be enabled. Navigate to Settings/Notifications to enable and choose the email address.

This can also be set on individual customers to notify them that their payment has failed. Navigate to the customer, Notifications tab. If an email address isn't selected the following email address will be chosen:

• Agreement invoices - Agreement email address.  Customer email address if there is no agreement email address
• Miscellaneous invoices - Customer email address

⌨️ Interfaces

🦉Connectwise PSA Integration

Fast Update (WebHooks from ConnectWise)

There is a new checkbox on the ConnectWise Integrations page.

"Fast Update" means changes to quantity, new products etc, will be updated to Datagate in near-real-time.

This is suitable for users that have "Enable Products Sync" set On.

Please contact support for further details.

😇 HaloPSA Integration

HaloPSA Invoice Reference Export

An invoice reference can now be sent to HaloPSA when the invoice is exported.

Enter the default invoice reference by navigating to Settings/Integrations/ HaloPSA, and override at the Customer/Details tab if required.

📗 Quickbooks Online Integration

Consolidate Invoice Lines

You can now choose to consolidate invoice lines if they're exported to the same Quickbooks Product. 

For example, you have 5 invoice lines that you map to the same QBO Product.

If you enable this new feature, a single invoice line will be created in QBO. If the feature is disabled, 5 invoice lines will be created.

To enable, please check the box for "Consolidate Identical Products into One Invoice Line".

📊 Usage

Usage feed status, whether Call Detail Records or eBills, can be viewed from the Feeds menu option. 

There are two new columns available on the Feeds screen. These columns show when the latest feed file was downloaded, and when it was last processed.

Navigate to the Feeds menu, List tab.

Enable the columns "Last downloaded" and "Last Processed" (if they're not already enabled).

If you're not sure how to enable columns, please view the "Sorting Data tables" from here.

In the Feeds menu, within the Feed, there is a Logs tab that provides more information about the feed. This can be used to ensure Usage is importing consistently and may assist with troubleshooting.