Jump to content

Colm Whelan

  • Content count

  • Joined

  • Last visited

About Colm Whelan

  • Rank
    IT Apprentice

Profile Information

  • Location
  1. Change formatting of quotes/orders/invoicing.

    I've done this already Chris but apparently won't be getting it until the next release? Is there any way to shorten that timeline?
  2. Import Invoices into QuickBooks

    Gary, How we got around this was by creating "Miscellaneous Hardware" "Miscellaneous Software" and "Miscellaneous Service" items and changing the Description to suit as we quote and invoice. Because our income accounts are split in this manner this allow us to quote or invoice for anything by using these items.
  3. Email sent to point of contact when agent creates ticket

    I don't know this for sure but I suspect that you'd have to disable POC for everyone on that site AND leave the ticket contact blank. Then again that's probably a good idea as it will make sure that no-one gets email unless its intentional.
  4. Having Trouble setting up Email Parser

    Thanks, this helped me get it working
  5. Contract Renewals

    Hi @Chris Thanks for the reply. I have figured out setting up the contracts and recurring services part quite easily. Here's the problem If I set the billing period to monthly then it always bills on the 1st of the month (or even worse on the 1st of the year!) If I set the billing period to Contract Length then I have to manually clone every contract every time it expires and I currently have a lot of monthly contracts!! Have I correctly stated the problem? If so, is there currently a way around this?
  6. Contract Renewals

    @Chris Can you explain this please? I know about views now so hiding the deactivated contracts is not an issue but is there any way to have contracts auto-renew monthly or yearly. Ideally I would AVOID pro-rata billing. Especially on the annual contracts.
  7. Add quote items as ticket charges?

    @Chris Could you just verify that I'm correct about this, please? Assuming that I am, can you shed any light on the best way to handle getting quote items onto a ticket at the moment?
  8. Connectwise Import Error

    You can scratch this now. I've managed to get around the issue.
  9. Import from CSV

    Thanks for this Martin, I must be going blind. My mam did warn me though......
  10. Multi-year contract billing

    @Martin_T Thanks for the reply. I'm not convinced that will work. If it's a 3 year contract and I want to bill it every year on the contract anniversary, how do I do that? If I set up a contract with a starting date of 05/02/2018 and an end date of the 04/02/2021 sand set the billing period type to contract length then surely it will bill all three years at once?
  11. Invoice Template Issue

    When adding a taxable discount to an invoice the resulting tax calculation does not take the negative tax into account in the total tax calculated. How can this be remedied?
  12. Import from CSV

    I'd really like to import my contacts to PPSA but don't have the option to do so. Is there a way to import via CSV?
  13. Connectwise Import Error

    @Chris Did anyone in support get to try out the import? I haven't heard back.
  14. Add quote items as ticket charges?

    I don't think there's a way to do this? Please correct me if I'm wrong. Most of my quotes are as a result of tickets and usually involve equipment sales rather than actual projects so this would be REALLY nice to have.
  15. Multi-year contract billing

    I have some multi-year contracts that bill annually on the anniversary of the commencement date. How can I handle this in the contracts module? I DO NOT want pro-rata billing from the beginning\end of the calendar year.