I’m not sure why I never thought of doing this before. Last week I set up a custom invoice for Brian Largent at Arclight Group and he asked if it was possible to dynamically display his product images in-line with their agreement additions, similar to how they display on his ConnectWise Sell invoices. Here’s a […]
A lot of clients prefer to have their negative numbers in parentheses instead of with a minus sign. I’ve used various methods to get around the lack of support for this display format in Report Writer by today I realized there’s a simpler way that can be applied universally. Rather than adding complex SQL logic […]
Good news! Whether your ConnectWise Manage is self-hosted or in the cloud with the Cloud Data Access add-on ($99/month for 11-50 users as of this writing), you can now establish a live Direct Query SQL connection to your ConnectWise data without having to purchase NexNow’s custom Power BI connector. This has dramatically reduced our fee […]
We were recently asked to build a report for a cloud partner that needed to see a summary of each employee’s time by pay period. The summary was to show total hours for certain PTO work types, as well as summaries of time by custom field selection. In addition, calculations needed to be made on […]
A recent post on the ConnectWise Enhancement forums asks ConnectWise to add the ability to receive login alerts. Specifically, they wanted to be alerted if anyone was logging in at odd times in the middle of the night. While Manage doesn’t have a wizard for this, it’s easy enough to set up for yourself in […]
Time Flies. Only 30 days until ITNation Connect! We’re excited to announce that NexNow is an exhibitor again this year. We can\’t wait to discuss our new services at booth 722 during exhibitor hours or at a one-on-one meeting. See you in Orlando!
NexNow clients give us many outside-the-box requests. As a result, we’ve created several unique custom invoices in Report Writer. An upcoming blog series will highlight discoveries that made these advanced custom templates possible. In the mean time, visit our invoice template page to connect with us to get started on your invoice right away. MASTER […]
Get the information you need in the format you want from ConnectWise From Custom Invoice Templates to Power BI Dashboards Reporting Tips
A ConnectWise University forum poster recently asked how to create a report to highlight instances of duplicate configurations in ConnectWise. Below is a quick guide to creating a simple report of configs by Company, with counts of more than 1 of a given name highlighted. I’ll also show you how to set this up as […]
I was recently asked to build a custom invoice to clearly break out payable and non-payable amounts. For invoices with any billable time, they wanted the ticket notes listed out on the next page. If there was no billable time in the billing period, they did not want an extra blank page on the invoice. […]