Release Notes v2026-03

Datagate Services Team | April, 2026

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

• 🖥️ Main Portal
• 💻 Customer Portal
• 🧰 Integrations
• ⬆️ XML/UBL Export

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⚡️ What's New? ⚡️

 

🖥️ Main Portal

URL

If you currently use app.dataportal.nz to access Datagate, please switch to app.dgportal.net. 

Both URLs lead to the same system, but the .nz address will be discontinued in the future.

Customer Usernames

A single email address can now be used to log in to multiple Datagate portals. This supports users who manage Datagate or invoicing for more than one company.

The URL you use determines which company portal you are accessing.

New Email Variables

Two new variables have been added to the Settings/ Emails/ Invoice type. 

This enables more meaningful emails to be sent with the invoice attachment.

• [InvoiceDate]
• [CustomerCode]

Reports/Standard/Aged Balances

We have added Customer State, Billing Contact Name and Customer Status columns.

We have also added weekly aging to this report.

Minimum Invoice Charges

You can now choose to include eBill transactions when calculating the minimum invoice charge.

To enable this, go to Rating > PriceBookname, open the Products tab, and for each relevant product, select “Use When Calculating Minimum Invoice Charge Adjustment.”

Please contact support if you need assistance with bulk updates.

Rate Cards

Rate cards can now be assigned to Kits.

Service Items

A new Cost Center column was added to Service Items screens.

If you need to hide it from your display, please review the "Sorting data tables" video from the following link: Links to Video Tutorials

💻 Customer Portal

Invoices Screen

The Payment Status is now displayed, allowing customers to see any failed payments and take action to pay those invoices.

 

Reports

New reports are now available in the Customer Portal.

To allow your customers to view them, from the main Datagate portal, navigate to Customer Portal menu option, and in the Tabs to display section, enable Reports, then click Edit to select the specific reports.

Check the box to "Display Standard Reports" and enable the reports you choose. 

You can also rename these reports.

 

🧰 Integrations

ConnectWise

Product Sequencing

If you have the Product Sync enabled, Customer Products will be displayed in Datagate Customer Products screen in the same sequence as they display in ConnectWise.

 

External References

You can now use ConnectWise to manage the values of Customer External Accounting Reference and Site External Reference.

For more information click here.

 

Datto Autotask

When exporting an invoice to Autotask Charges, the date on the Charges will be as follows:

• Product Transactions - start date, as shown on that line on the invoice. This changed with this latest release.
• Usage - based on Settings/ Integrations/ Autotask/ Invoice Export/ What Start/End Dates to Use. This is existing behavior
• Taxes (USA and Canada) - based on Settings/ Integrations/ Autotask/ Invoice Export/ What Start/End Dates to Use. This is existing behavior
• Surcharges - based on Settings/ Integrations/ Autotask/ Invoice Export/ What Start/ End Dates to Use. This is existing behavior

 

⬆️ XML/UBL Export

We now include the Payment Information on the XML invoice. Payment information will be placed in the ubl:Invoice → cac:PaymentMeans section.

• Payment Method: From Customer Details, Payment Method
• Payment Due date - Invoice Due Date
• Payment Id: Invoice Number
• Payee Financial Account:
  • Organisation Bank Account
  • Organisation Bank Name
  • Organisation Swift Code