Datagate Services Team | Jan 29, 2021
“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.
– What’s New? –
ConnectWise Integration
Automatically set Allow Prorate and Tax Inclusive
If you import products from ConnectWise while synchronizing customers, you can now save more time by specifying if these products should be proratable and/or tax inclusive in advance.
Billing Term When Exporting to ConnectWise Multiline
During invoice export to ConnectWise Multiline, you can now choose if you’d like to override the default ConnectWise Billing Terms for the invoices being exported out of Datagate.
Taxes
Default Tax Rate for New Customers
When creating new customers, the Tax Rate field can now be automatically populated with the Default Tax Rate set in the settings.
Subtotals for Tax Inclusive Charges
For tax inclusive product charges, the pre-tax amount (rather than the full amount) will be a part of the invoice subtotal similar to tax-exclusive charges.
Invoice Tax Breakdown for Tax Inclusive Charges
When viewing invoices in detail, tax amounts for tax inclusive product charges are now also broken down in the Tax tab.
Platform Upgrades
More Flexible Customer Usage Reports
When viewing Service Usage for your customers, you can now select custom periods similar to the dashboard.
Import Sites Quickly
Similar to other CSV data imports, you can now also import and assign customer sites in bulk.
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