v2.52.0 - Release Notes: Platform Enhancements and More Integration Updates

Datagate Services Team | April 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.

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– What’s New? –

Platform Updates

Permanently Delete Customers

Trying to clean up your customer list? You can now permanently delete customers from your portal.

Be careful though, you will permanently lose all of the data associated with that customer.

If you’re just trying to deactivate the customer without permanently losing data, you can always uncheck the “Active” checkbox in the customer details tab.

 

Sort On Hold Invoices

To make sorting invoices easier, you can now filter “On Hold” invoices in the Action Invoices and Customer Invoices tabs.

 

Invoice Generation Settings - Suppress Zero Amount Invoices and "More Options"

During invoice generation, you can now choose to automatically suppress zero amount invoices created during periods of no usage or product transactions.

The billing engine will not create a new invoice number, stop generation, and mark this invoice period as suppressed.

You'll also notice that the default Invoice Transactions setting will now be preselected to “More Options".

 

Custom Extra Fields

In the portal settings, you can now customize extra fields!

You can change the labels of these fields and store whatever information you need. This includes extra fields for Customer Details, Service Items, and Products.

 

Product Templates CSV Import

You can now specify additional Product Template settings directly from a CSV file import.

This includes specifying bundles, specifying proration, and specifying if product templates should be flagged to exclude surcharges. You will see new, optional, columns for each of these settings in the Product Templates CSV template file.

QuickBooks Online Integration

Match Products with Label or Code

During QuickBooks Online invoice export, you can now map products with either the label value or the code value.

ConnectWise Integration

Match Products with Label or Code

During ConnectWise invoice export, you can now map products with either the label value or the code value.

 

Default Billing Start Date

When synchronizing products from ConnectWise, you can now have them automatically follow the portal default billing start date or the default customer agreement.

Invoice Number Sync Update

You’ll notice some slight changes when synchronizing invoice numbers to ConnectWise.

Now, only ConnectWise Invoices and Agreements that are relevant to the selected invoices will appear making it easier to sort and select.