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Datagate Support

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Latest activity by Datagate Support
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    Datagate Support created an article,

    v2.48.0 - Release Notes: Surcharges, ConnectWise Invoice Number Sync and More

      “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? – Surcharges Apply Surcharge to Only a Subs...

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    Datagate Support created an article,

    v2.47.0 - Release Notes: New Quoter and IPPay Integrations!

    Datagate Services Team | Dec 4, 2020 “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? –   NEW...

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    Datagate Support created an article,

    v2.45.0 - Release Notes: More Bundling Options, Agreements Update + More

      “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? – Platform Updates [Critical!] Bundling by...

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    Datagate Support created an article,

    Datagate GDPR Overview

    GDPR is the data protection regulation created by the European Commission which took effect on 25 May 2018.  It is applicable for companies around the world who processes personal data about people...

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    Datagate Support created an article,

    EOM Pre-Invoicing Checklist

    Before you begin generating your invoices for the month, it is highly recommended that you go through each item in the list.   Checklist Are there any items on the exceptions report which needs to...

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    Datagate Support created an article,

    How to Compare Customers Transactions Between Two Biling Periods

    You can easily compare transactions between different billing periods for each customer.   Instructions Navigate to the Customers tab and select the customer Switch to the Transactions tab Select ...

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    Datagate Support created an article,

    How to Resolve Exceptions

    Resolving exceptions is an important recurring task that users will be require to do.  This ensures all your raw data has been successfully processed by Datagate before you begin doing your billing...

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    Datagate Support created an article,

    End of Month Procedure

    Description of EOM Procedure   Questions to Ask Before We Begin Have you checked the exceptions report and are happy with the results? Have you added all one-off transactions?  Do you need to upda...

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    Datagate Support created an article,

    Links to Video Tutorials

    Video Tutorials Below is a link to various video tutorials. If you are brand new to Datagate, we recommend that you watch the entire Help Desk series.  Name Link Entire Help Desk Series h...

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    Datagate Support created an article,

    How to Export Invoices to CSV

    After invoices have been sent to customers, you can export them to CSV which you can import other systems.  Note: Only invoices that are sent can be exported.   Instructions Navigate to Invoicing ...