Integrations (ConnectWise, Autotask, etc.)
21 résultats trouvés
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Connectwise: Show date as mm/dd/yyyy on prorated items (US Customers)
Currently prorated items show date in the format dd/mm/yyyy which is different than the date format in the US which is mm/dd/yyyy. It would be great to have an opiton to change this so it does not look "weird" for our customers.
1 vote -
Update cost in Product Catalog for Sherweb offers
Sherweb updates the cost on the additions in linked agreements but the Product itself does not get updated. Please allow us to have the Products themselves be maintained automatically as well.
1 vote -
QuickBooks & SherWeb Integration -- Manual Sync
There needs to be a manual sync button independent of the auto monthly one for this QB Desktop and in fact and all integrations. This is for testing , to use if a sync if missed/glitched/wrong. This is a standard feature any sync program has, especially when working with QB as many providers do. Without one, the inconvenience when starting a new integration or managing it when something is amiss is not good, having to wait a full month to reconcile. Pls add ASAP for customers to use or at bare minimum to save on programming time, add for DEVs…
1 vote -
QB online: just enter sherweb invoice in my system, with the line clicked as billable to the client.
Integration would be way simpler and integrate with different processes if you just entered the Sherweb invoice as a bill in the QB system.
Would need to map sherweb parts to QB products.
The invoice would need to be entered as the last day of the month in QB.
Each line would need 'billable' checked off, and the customer field filled in as per a mapping.Then we get our AP entered 100% correct, and the items are sitting in a queue to be billed to the client.
This method allows us to easily modify anything in the process (just…
1 vote -
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.
9 votes -
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 -
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 -
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 -
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 -
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 votesGood 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!
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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 -
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 votesNow available for Connectwise! You would like it for another PSA such as Autotask? Let us know!
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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 -
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
7 votes -
Prorate on Prebill with Kaseya
I would like to be able to prorate when I prebill my customers
1 vote -
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 -
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 voteThis feature is now live!
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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 voteWe now have a Save and Syn button also at the top of the screen.
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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 -
ConnectWise: Sync unit cost including discounts
Include performance tier rebates and other discounts in the unit cost when synchronizing to ConnectWise.
2 votesFor Connectwise and Autotaks, the performance tier is included in the unit cost once synced.
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