Jana Louw No Comments

How to: Quickly enable rollover for all customers

How to: Quickly enable rollover for all customers

Step 1: Create a new category with the correct settings

  • Navigate to the Customer menu -> Categories

 

  • Create a new Category ie “Auto Rollover Unused Data”
  • Enable “use for customers”, “Auto Rollover Unused Monthly Data”, and “Auto Rollover Unused Topups”

Step 2: Export your Customer Account Codes

  • Navigate to Customers -> List customers

  • Show hide the correct column “Account codes”
  • Show “all” Rows
  • Export to CSV

  • Open the exported list in Excel

Step 3: Manipulate the Data in Excel

  • In cell B2 (next to your first Account Code) Type the following:  =A2   then press enter.

This will result in the same account code displaying next to one another.

  • Directly below in cell B3, type the following:  =B2&”,”&A3   then press enter.

  • Hover your cursor over the bottom right corner of cell B3, when a cross (+) appears, double-click to apply the formula to the entire column.

  • Scroll to the last row of data. Select the cell in the B column containing all the account codes, separated with a comma and copy the contents of the cell.

Step 4: Apply the Category to all your customers

  • Open the add to customer’s button of newly created category.
  • Paste the values which you just copied into the text field, and select “add to customers”.

  • The category will now be applied to all customers

Shoneese Strydom No Comments

New – Sales Lead Invoice Report

DataTill has added a new monthly reporter for figures generated from the Lead to Receipt process. This report includes comprehensive dropdowns, graphs and data point summaries.

This report can be located by navigating to Reports > Statistics > Sales Lead Invoice Report.

It is important to note, that the report works on a monthly/ month to month basis. The Date Picker is specifically geared to allow the user to choose date ranges for the last 3 months, 6 months, 12 months and custom month to month ranges.

The Data Point summaries on the left, displays the number of data products linked by their commission categories.

When hovering over the graph information, the user is able to see trends in fugures as well as overall totals for the following:

  • Number of Paid Sales Invoices
  • Number of Sales Invoices
  • Non Recurring (revenue) total
  • Recurring Ex VAT total
  • Bandwidth Ex VAT total
  • Bandwidth Job Card Ex VAT total

This report also has a comprehensive dropdown, which allows the user the ability to expand (and collapse) the data to analyse the full break down of each figure per invoice.

Shoneese Strydom No Comments

Have you checked your VAT settings for the new year?

During the festive period, we noticed a few of our customers had not changed their VAT settings to the increased 15 %, effective from 01 April 2018.

It is important to note that any invoices issued from this date onwards (01 April 2018) must be charged at 15 % VAT.

If you make use of VAT within DataTill, please ensure that the following settings are correct:

Step 1: To confirm that your DataTill is set to use VAT, navigate to Billing > Billing Setup > Billing Setup. The following two settings should be enabled.

Step 2: For customers that use the Sage One Accounting Integration, you will need to check the following settings on your Sage One Account.

You will need to add two new “Standard Rate” VAT rates in Sage One. You will do this by navigating to Company > Change Company Settings > VAT Settings.

Add “14 % Standard Rate” and “15 % Standard Rate” and Save and Close. You will need to ensure that these new rates are synced correctly back to DataTill – but we will cover this step in further down.

Step 3: In DataTill you will need to make sure your VAT rates are correctly synced with Sage One.

To do this, navigate to Billing > Billing Setup > Default Tax Rates > click on the button to Sync Tax Rates. Once the pop up appears, click on Sync to proceed.

Step 4:  This step is crucial to the VAT setup as it will ensure that the correct VAT rate will be billed. Once the sync has completed, you will need to check your VAT settings to ensure that they are correct. You should have at least two VAT rates listed now.

  • The effective date for the 15 % VAT Rate should be 01.04.2018. Please edit your date if necessary to reflect this.
  • The effective date for any other VAT Rate should all be prior to 01.04.2018 and not equal to or greater than this.
  • Validation has been added to ensure that there cannot be duplicate Effective Dates for VAT Rates.
  • Please check that the Tax Rate % matches the Accounting Tax Name.(The Accounting Tax Name should match what was created in Step 1.  If this does not match please edit the record and select the correct the Accounting Tax Name.
  • It is extremely important to note, that if the incorrect Accounting Tax Name is linked to a Tax Rate, this will cause serious VAT descrepancies and will require manual data capturing to correct.
  • If the user fails to setup the VAT Rates on this page, the system will look at the Default Tax Type setup under the Accounting Integration menu. (However, if the Default Tax Type is set up here and under the Default Tax Rates menu, the system will use the settings from the Default Tax Rates menu by default.

Step 5: Do spot checks on your billing documents and Products. 

Before pushing any billing documents to Sage One, individually or through the Month End Process, do spot checks on your billing documents to ensure the correct 15 % VAT Rate is being used by default.

DataTill will also be introducing a new improvement to the VAT Type dropdown on all billing documents. The user will now see invalid VAT types that should not be used, in red text. Valid VAT types will be displayed in normal text.

You may view the previous VAT blog from March 2018, by clicking on the link here.

Please feel free to contact our Support Call Centre, should you need any assistance with checking your VAT setup.

Shoneese Strydom No Comments

Circuit / Caller ID on Data Accounts

Circuit / Caller ID on Data Accounts

 

DataTill has added a few improvements to the Data Accounts menu.

A new column, Circuit ID (enabled under the Show/Hide Columns button) can now be displayed on the Data Accounts list view.

 

The Circuit ID for Telkom radius accounts will be auto-collected from the active radius session. For other radius accounts (wireless Services) the Caller ID or MAC address is collected and stored in this field.

 

The Caller ID / Circuit ID shows on the customer’s:

  • data account widget,
  • the active session widget and
  • the recently closed session widget

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Shoneese Strydom No Comments

Improvements to the Sage One Sync tool to fix errors.

When attempting to sync your Sage One data with DataTill, a few issues may arise due to the following scenarios:

  • A customer already exists in Sage One when trying to sync the customer from DataTill.
  • Syncing a customer with an invalid email address format.
  • Existing Sage One Integration ID is different to the DataTill Integration ID.
  • A very rare case, where the same Customer code exists as duplicates.

These issues will prevent the sync from taking place and an error message/log will be visible.

DataTill has now improved the Sage One Sync Queue, to include automatic fixes and proposed solutions for common errors.

In the example below, you will see records that were not sucessfully synced now have a new orange tool icon next to them.

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Jana Louw No Comments

Support for LFTP Backups

Support for LFTP Backups

 

 

DataTill has introduced the FTP backup setting to allow for the use of the external third party LFTP library.

When the user navigates to Setup >  System Settings > System Backups > under the FTP Settings | FTP Method, the user will now see the option “LFTP (Linux lftp client)” as an available option to choose from.

All mandatory fields below this option must be filled in correctly, to ensure successful backups.

With the release of 1.4.03 Hotfix 3, an Advanced Mode switch has been introduced as well. The Advanced Mode will allow the user to add additional flags/custom settings to the LFTP command. An example of this is when the destination FTP server requires SSL verification to be disabled for a connection to succeed.

Shoneese Strydom No Comments

SMS Topup Message Intelligence

SMS Topup Message Intelligence

 

 

DataTill has introduced a new Artificial Intelligence feature to the Notification Setup.

View the You tube video: SMS Top-up settings for helpdesk

 

Customers already had the ability to request Topups by responding to SMS notifications sent from DataTill. In most other instances, customers would often respond to SMS notifications relating to other items.

SMS Topups: How To Do Automatic Topups With SMS

Therefore, the SMS Topup Message Intelligence feature has been built in to work with the “Enable Customer Topups via SMS Reply” setting. The user can navigate to Setup > Notifications to find this menu.

Please remember to set up your helpdesk department settings here to make sure only the department and user you set up here will receive SMS topup helpdesk notification mails.

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Shoneese Strydom No Comments

Using Mikrotik devices for power monitoring.

Using MikroTik devices for power monitoring:

 

 

A problem arises when not all highsites have power monitors installed. A solution to this problem would be to use the Mikrotik Router onsite that can supply battery voltage information, to monitor the site voltage.

The Mikrotik voltage reading is not 100% accurate, hence an offset value must be added (or subtracted) from the Mikrotik voltage reading to determine the actual voltage onsite.

A new tab called Voltage has been added to the  Network Devices menu/page. This tab is to accommodate a flag which indicates whether this router should be used for voltage monitoring, as well as the offset value to be used.

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Jessica No Comments

New API Calls Added

A few new API calls have been added in release version: 1.4.03.

The “Test OAuth” section has been updated with a Goolge Playground example.

Go to Tools, API, API Guide or your_datatill_domain/api to see your API guide with all API calls.

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Jessica No Comments

Choose To Block Or To Redirect Users On Suspension

Choose to block to redirect users on suspension:

 

 

You can choose to block or to redirect your data account users when they get suspended.

Suspension for non-payment can be done by manually blocking a data account or by suspending the customer account.

How to suspend the customer account depends on whether or not the suspension approval process is activated.

 

To access suspend account blocking settings;

Go to Setup, then Radius Server, to access the radius server setup and scroll down to “Suspended Account Blocking”

 

Summary of the 3 options on how data account suspension blocking can get handled:

  • Address List – All suspended data accounts with fixed IP addresses will be assigned to an address list. Data accounts without a fixed IP address will be blocked by radius from authenticating.
    A firewall will need to be configured to redirect user in the suspended address list to a static page.
  • IP Pool – All suspended data accounts will be assigned an IP from an IP pool. This pool must exist either in DataTill or on the highsite NAS router. If a suspended data account has a fixed IP assigned this IP will be ignored when the account is suspended.
  • Radius Block – All suspended data accounts will be blocked by radius, so the account will not be able to obtain access to the network.

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Jessica No Comments

Update On Clickatell SMS Gateway

Note that the Clickatell SMS gateway on DataTill requires you to have a normal account and not a developer account

DataTill’s Clickatell SMS gateway integration used to make use of an API sending method.

As Clickatell developed further we changed the SMS gateway integration to adapt to their new methods.
Clickatell now makes use of the new platform sending method, this is what we have adapted the integration to.

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Jessica No Comments

Introduction To DataTill

After your DataTill has been set up and your system administrator has created an admin user for you and sent you your login details you can start watching the Youtube video to introduce you to how to start using DataTill.

 

Introduction to DataTill for new users: Youtube link Read more

Jessica No Comments

How To Get Your Google Maps API Key

Below is a step by step guide on how to get your Google Maps API key

 

Refer to the following blog about the Google Maps API that changed and how it affects your DataTill: https://www.datatill.com/google-maps-api-has-been-changed/

 

 

Webinar:  Google Maps API configuration

 

We have compiled a step by step guide for those of you that need to get your Google Maps API key for the first time.

Step 1: Go to cloud.google.com/maps-platform and click on “Get Started”

 

Follow this link: cloud.google.com/maps-platform

Then click on “Get started

 

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Jana Louw No Comments

Google Maps API has been changed

Google has introduced new pricing for their Google Maps Platform.

 

 

Webinar:  Google Maps API configuration

 

This means you will need to add your own Google Maps Platform API key in your DataTill system setup to continue using Google Maps features on your DataTill system.

Without your own API Key you will not be able to use any Google Map functionality in DataTill.

(Please refer to the list of affected pages in DataTill at the end of this post)

Previously all Google Maps functionality went through DataTill Pty Ltd’s own account, but because of the price changes and new limits of the free usage tier, you will need your own Google Maps Platform API key.

You will get $200 in free usage for Maps, Routes, and Places every month from Google when you have your own Google Maps API key.

 

The Google Maps API Key field has been added and was introduced version 1.4.02 which was released on the 10/09/2018.

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Jana Louw No Comments

Copy Helpdesk Ticket attachments to Customer profile

Attachments that are added to helpdesk tickets can be copied and saved to the customer profile by clicking the “copy” button on the attachment:

Once saved to the customer’s profile, the Ticket attachment is accessible via the “File from Helpdesk attachment” widget on the customer edit page.

Jana Louw No Comments

Realtime Usage added to Data Usage Graphs on Customer Portal

DataTill has added Realtime data traffic viewing to the customer portal.

Customers can view their Realtime usage graph on the Usage menu on their customer portal:

 

For admin users, the Realtime view button can now be seen at two places, on the data summary screen and a new full screen Realtime view page.

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Jana Louw No Comments

Multiple Network Subnets

DataTill has added the ability to support multiple network subnets within a single IP pool.

 

When editing IP pools, the networks field now accepts multiple subnets, separated by a comma.

Validation happens on every subnet included, and the total network ranges detected are shown in the grey fields.

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