Lee Dubber
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Activity overview
Latest activity by Lee Dubber-
Lee Dubber created an article,
Release Notes v2024-11
Datagate Services Team | November, 2024 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...
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Lee Dubber created an article,
Release Notes v2024-10
Datagate Services Team | October, 2024 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,...
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Lee Dubber created an article,
Release Notes v2024-09
Datagate Services Team | September, 2024 🚨Note: We have changed our release numbering method. You will see the new release number reflects the timing of the Release. Release Notes is our update t...
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Lee Dubber created an article,
USA - Managing Sales Tax with Telecom Taxes in Datagate
Recommendation If you handle your own Sales Tax filing or reporting using reports such as Sales Tax reports from QuickBooks, you’ll also need to include the Sales Tax calculated by Datagate and you...
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Lee Dubber created an article,
How to synchronize HaloPSA Assets with Datagate Service Items
Read this document for an overview of how to synchronize HaloPSA Assets with Datagate Service Items. If you have any questions, don’t hesitate to contact the Services Team. Why you might ...
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Lee Dubber created an article,
Release Notes v2024-06
Datagate Services Team | June, 2024 🚨Note: We have changed our release numbering method. You will see the new release number reflects the timing of the Release. Release Notes is our update that h...
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Lee Dubber created an article,
Release Notes v2024-07
Datagate Services Team | July, 2024 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, do...
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Lee Dubber created an article,
How to configure Datagate to send overdue invoice reminders
Pre Requisites Enable Auto-billing You must have Datagate configured to enable "Auto-Billing". (Overdue Notices uses the auto-billing scheduler, but you can use it solely for reminder notices if yo...
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Lee Dubber created an article,
How to configure Auto-Billing - taking payments
When does auto-billing take payments You can configure Datagate to take payments from your Customers at one of the following times: When the invoices are Generated and Sent On a separate schedule....
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Lee Dubber created an article,
How to configure a single user for multiple Customers in the End Customer Portal
If you want to allow access to multiple Customers for a single user, please follow the instructions below To add a Customer User, navigate to Customers/ Users Click "+" Enter the email address. If...