Exisiting Integrations (ConnectWise, Autotask, etc.)

Welcome to the existing integrations forum. This is your place to suggest your ideas and suggestions on how to improve the Sherweb's existing integrations (ConnectWise, Autotask, Kaseya, QuickBooks,etc...) 

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  1. Support Yearly Subscriptions

    Currenlty only the monthly subscriptions are supported by the integration. I would be great if the yearly subscriptions would also be supported

    8 votes
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  2. The ability to split an Office tenant to multiple contracts

    I would like to be able to split my various e-mail domain all store into the same Microsoft Office 365 tenant into various contract to generate multiple invoices.

    e.g.: I'm taking care of a car dealership client hosting more or less 20 different dealers each one being a different company we would like to ease our customers life from an accounting/fiscal perspective.

    8 votes
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    2 comments  ·  ConnectWise  ·  Admin →
  3. Make the button appear clickable

    In the PSA configuration screen it is not clear that Status, Offer mapping and Organizations mapping are clickable. Make these button appear clickable

    6 votes
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    launched  ·  0 comments  ·  Admin →
  4. Trigger email notifications when changes related to organisations or products

    When I add and organisation to Cumulus I would like to receive a notification via email to remind me to map this new organisation to a product. I want to make sure all my organisations are sync with my ConnectWise. Item for a new product

    6 votes
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    1 comment  ·  ConnectWise  ·  Admin →
  5. Account payable in Quickbooks Online instead of only account receivable

    I would like to generate an invoice about the account payable. Account receivable for me is not that usefull

    4 votes
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  6. Update the recurring invoice in Quickbooks instead of generating another invoice

    In the Quickbooks Online integration, I wish that you would update the recurring invoice instead of generating another invoice. Also, same thing for

    4 votes
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    Good News! The integration now offer the ability to update the recurring invoice in QuickBooks Online. As of now, this feature is only available for Quickbooks Online, our Dev team is working hard to develop it also for Quickbooks Desktop. Our integration now allows you to update your recurring invoice template instead of generating an new invoice. Thanks to all our beta testers for the suggestion of improvement!

  7. Add entitlements for Office products

    When integrating Cumulus with a PSA, I would like to have additional information such as the email of the tenants that have different Office product to flow from Cumulus to my PSA

    3 votes
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    0 comments  ·  ConnectWise  ·  Admin →
  8. The ability to split the Azure content on multiple invoice line or different invoice.

    I would like to have the ability to display in my customers invoice more detail information in regard to Microsoft Azure. As now only having a total number with no detail is not helpful for my customers and lead in some situation to many back and forward discussion.

    This may include but not limited to the capacity to create an invoice line per Azure subscription/resource groupe or Azure VM with some useful description.

    3 votes
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    0 comments  ·  Autotask  ·  Admin →
  9. Update daily the informations coming from Metadata

    It would be more relevant to have information about users that are assigned to different Office products. The metadata should be push on a more regular basis than once a month.

    2 votes
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    0 comments  ·  ConnectWise  ·  Admin →
  10. The ability to link a same SKU to differents contracts

    The ability to link a same SKU to different contracts on the same bill

    2 votes
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    0 comments  ·  Autotask  ·  Admin →
  11. ConnectWise: Sync unit cost including discounts

    Include performance tier rebates and other discounts in the unit cost when synchronizing to ConnectWise.

    2 votes
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    1 comment  ·  ConnectWise  ·  Admin →
  12. QuickBooks & SherWeb Integration -- Allow Custom Cycle Date and Much Earlier Invoice Generation Date

    For the QuickBooks and Sherweb integration, allow a customer to edit the CYCLE variable to be more days in the future (maybe entirely custom or 7, 10, 15 days as a choice) instead of the current implementation that takes the chosen invoice generation date and makes the cycle start one day later.

    Many hosting and other subscription platforms have this concept as default. It allows one to. for example, generate the bill 7 or 10 days early and collect money early or deal with customer cancellations early or billing credit card problems/complaints/whatever EARLY with enough time to react before the…

    1 vote
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  13. maintenance technician

    Working as a maintenance technician on a freelance basis comes with a lot of benefits. These include being able to set your hours and time you work during the year. Freelance maintenance technicians can respond to high demand when a carrier initiates a network upgrade project and then take time off during quieter parts of the year.

    1 vote
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  14. Keep highest quantity for the month

    Would like to have the integration keep the highest quantity for the month until the following month to avoid missing changes made mid-month without turning on proration.

    1 vote
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    0 comments  ·  Kaseya  ·  Admin →
  15. Prorate on Prebill with Kaseya

    I would like to be able to prorate when I prebill my customers

    1 vote
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    0 comments  ·  Kaseya  ·  Admin →
  16. Remove old clients from the billing integrations

    As clients come and go, we are unable to remove them from the billing integration. Please provide a way to remove them so we can get rid of unmapped alerts

    1 vote
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  17. End Point protection details information on Invoice (endpoint name, size of backup, etc...)

    I would like to add to my customers invoice details information on how the End Point protection product is being used.

    List of End Point Name;

    1 vote
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    We are now in Early Adopters phase for this feature. For now, it is only available for ConnectWise. The feature allows you to see which users are associated to which products for now. Let us know if you are interested in testing this out!

  18. Monthly subscriptions to non Monthly agreements (Annual, Bi-Monthly, Quarterly, Semi-Annual) mapping

    I would like Sherweb to charge me monthly for a product, but I would like to have the capability to bill my customer differently (e.g.: annually, Bi-Monthly, Quarterly).

    1 vote
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  19. Add a Save and Syn button at the top of the screen

    It would be nice to have a Save and Sync button at the top of the screen not only at the bottom

    1 vote
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  20. Consolidate lines items into a single item

    We are seeing daily line items added to Autotask for usage and would like to see if there is a way to consolidate these line items into a single item.

    1 vote
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    0 comments  ·  Autotask  ·  Admin →
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Exisiting Integrations (ConnectWise, Autotask, etc.)

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