2020 R3 Release Notes

Dec 21, 2020 | Release Notes

Hot on the heels of our 2020 R2 release comes R3!

We are proud and excited to announce the 2020 R3 release!
Due to overwhelming demand the decision was made to primarily focus 2020 R3 on completing Naverisk’s PSA billing automation capabilities.

(Note: Naverisk 2021 R1 will, in turn, be primarily focused RMM updates and improvements).

With the introduction of an Invoicing Report, Service Catalogue and a Recurring Service Agreement, Naverisk now offers a complete MSP billing automation platform for not only MSP services, but 3rd party products as well (such as M365, or managed AV).

MSP billing agreements now supported:

  • AYCE User
  • AYCE Device
  • Block Time
  • Term
  • Time and Materials
  • Recurring Service (new)
We have a large number of MSP partners running PSA tools integrated with Naverisk. The completion of our MSP billing automation capabilities will allow these partners to realize the cost savings and efficiencies of running a single all-in-one RMM, Service Desk and PSA platform.

Service catalogue

Addition of a master catalogue of all services supplied by your MSP business. Use these services in recurring agreements to automate billing for such. Each service will have the following attributes:

  • Service name
  • Service description
  • Type – five options: Hardware, Software, SaaS, HaaS or IT Service
  • Vendor – Customizable list of suppliers (see Settings section)
  • Buy price – cost of service (used to calculate agreement profitability)
  • Payment term – Frequency of payment to vendor (used to calculate agreement profitability).

New agreement – recurring service

Ability to automate invoicing for recurring services (e.g. fixed fee services, 3rd party services, M365 licenses, etc). Including auto calculation of profitability on a per agreement basis. Note that recurring service agreements can only be associated to one type of service.

Ticket and note billing statuses, queues & workflows

Introduction of ticket and note billing statuses and ticket billing queues. Easily review, update and approve billable time or expense notes in tickets. Tickets listed in the billing queue will automatically clear as billable notes are invoiced in Xero, QuickBooks or marked as invoiced in Naverisk.

Note billing statuses, set manually, as follows:

  1. Billable or Non-Billable
  2. Ready to Invoice or Not Ready to Invoice
  3. Invoiced or Not Invoiced
Ticket billing statuses are automatically set by note billing statuses, as follows:
  1. Non-billable – ticket only includes non-billable notes
  2. Reviewable – ticket includes billable notes which have not been set as ready to invoice
  3. Ready to invoice – ticket includes billable notes which have all been set to ready to invoice
  4. Partially invoiced – ticket includes a mix of already invoiced billable notes and billable notes marked as ready to invoice
  5. Invoiced – ticket includes billable notes which have all been invoiced
Tickets marked as non-billable, or invoiced, will not show in the new billing queue.

Invoice report

Consolidate all your client agreements into one invoice report view for export into Xero or Quickbooks, via existing integrations. Includes the ability to include billing information for 3rd party services, including the upcomming Naverisk data protection platform. Invoice reports will display the following note and agreement attributes:

AYCE per User
Description – Agreement’s Description
Quantity – Agreement’s user count
Unit Price – Agreement’s sell price
AYCE per Device
Description – Agreement’s description
Quantity – Agreement’s device count
Unit Price – Agreement’s sell price
Recurring Service
Description – Agreement’s description
Quantity – Agreement’s quantity
Unit Price – Agreement’s sell price
Block
Description – Agreement’s description
Quantity – Agreement’s purchased hours
Unit Price – Agreement’s cost per hour
Term
Description – Agreement’s description
Quantity – Agreement’s purchased hours
per selected frequency
Unit Price – Agreement’s cost per hour
Time & Material
Description – Ticket ID, note type, note
description
Quantity – Notes quantity (time or
quantity)
Unit Price – Notes cost per hour
AYCE per user, AYCE per device and recurring service agreements will be included in an invoice report when the report’s date range coincides with the agreement start and end date. Whenever one of the above agreements is active within a report’s date range that agreement will be included in the invoice report in one of the following ways:
  • Whole month will be included in full
  • Days will be counted separately as Pro Rata

Ticket activity interface improvements

Added:

(i) Agreement description into the note UI to ensure technicians select the right agreement
(ii) Checkboxes in notes allowing technicians to mark time and expense notes as ready to invoice
(iii) Select / clear all and billing related filters to the notes filter drop down.

Agreement financial information & profitability reporting

Added a financial details section to all agreements. This includes the fields required to calculate the agreement value and profitability.

Agreement financial information – role based access controls

Added a new user group and role based rights to limit specific users from editing/viewing client and agreement financial Information.

Warranty and lease expiry date views

Added warranty and lease expiry date column’s to the device grid, allowing easy viewing and sorting of devices by warranty and lease expiry dates.

Performance, stability & quality improvements

On top of the features in 2020 R3 we have focused on fixing bugs and improving the general performance of Naverisk. Including, but not limited to:

  • Improved: Ticket queues. Ability to save column selections on a per queue basis
  • Improved: Proxy server support. Ability to use remote control methods behind proxy servers
  • Improved: Updated the client page to show the sum of AYCE per device agreements’ device count
  • Improved: Added support for special characters in script file names: +#&
  • Fixed: Raising a ticket from the user chat dialog box
  • Fixed: Client’s primary point of contact information to be copied to the client’s secondary point of contact
  • Fixed: Passive device names not showing correctly in breadcrumbs
  • Fixed: Removing fully consumed block agreements from the list of agreement available in time and expense notes
  • Fixed: Removed inactive term agreements from the list of agreement available in time and expense notes
  • Fixed: Scheduling page’s jump to week button is not correctly advancing the calendar, in some cases
  • Fixed: Scheduling page’s calendar was not showing the corresponding day of the week, in some cases
  • Fixed: Saving a ticket without job estimate
  • Fixed: Changes to contact name were not reflected correctly in time notes, in some cases
  • Fixed: Restored the email detachment link
  • Fixed: Linux advanced agents creating large HistoricalDataStore directories, in some cases
  • Fixed: Linux drives displayed as C:\, instead of the actual name of drive, in some cases

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