Question on policy overrides
I was reviewing https://www.youtube.com/watch?v=eKBuwQvTOHc&t=66s&ab_channel=GoreloTech
Order of operations is lowest in list first to top of the list.
If i have a policy that is global to all customers, that runs a script...
Software report / List
Is there anyway to get a list of assets running a particular software out of gorelo? WE want to identify assets running trend, so we can remove them and install different AV.
Xero tax code issue
I recently setup Xero integration. I set the COA Code in integration settings as 4444 (Uncoded from Gorelo) as suggested in Gorelo Help. I then selected all the correct COA codes in all products and had to manually select tax code (GST on Income) on all items in existing contracts. I did the same on all invoices in Gorelo waiting for payment. However I just realised that all items on all invoices are appearing in Xero as account 4444 (Uncoded from Gorelo), even ones I created after setting all t...
Getting logged out of the app
Hi team. Anyone else using the app (android) and getting logged out pretty frequently?
I'm just trying to figure out if it's the app or my conditional access that's killing the connection. Seems daily or so....
Custom Fields limit
What is the character limit for custom field value? Currently utilizing custom fields to pull in data that can be a bit lengthy with our current RMM platform but looking to verify if and what the hard character limit may be for custom field text values.
Cannot Sign Up For Trial
I tried signing up through the "Get Started" link on the website (I assume this activates the trial?). First, I attempted to sign up with email. Never did get any sort of welcome email or be asked to set a password. So I requested a password reset. It sent me a temp passcode to my email, however after using it I get a message "account not recognized".
I then attemped to login with Microsoft, but simply get an "Error in Booting Application for" message. Am i going about the signup the wrong way? Would love to try it out, any help appreciated! Thanks....
Solution:
Digging into this now mate
Maybe I'm dumb..... In an alert I can't seem to see the actual contents of the alert message
I can see that there is an error, but not any details?
Questions about features
Hi everyone. We're currently looking at Gorelo as an option to move to from our current system which is a custom written app. Just got a couple of questions that I couldn't see info on on the site if you wouldn't mind:
Can it be white labelled/have our logo on for when a customer logs in?
Reports - does Gorelo have any sort of profit or contract revenue reports to show how much a contract is worth?...
Solution:
Hi mate,
1. The client portal can be used with a custom domain and your own logo etc.
2. Yes, we have a Contract Profitability report that will show profit/margin/EHR -- perfect for unlimited hour contracts.
3. Yes, but it would require manual intervention to go from a Draft to an Approved invoice. Gorelo invoices look very similar to Xero but support additional functionality like Bundles so I'd recommend using them... and it's automated.
4. No exact date for this yet... but it will be happening this year....
Change verbiage to US
This is a silly little thing but is there a way we can eventually change some of the verbiage to US? For example in the invoices tab when taking payment change "cheque" to "check"? I am sure there are more things and they are more aesthetic than functional but I still wanted to mention it for like way down the line because it's not super important. Thanks guys love the product keep making it great!
Solution:
Yep, we will 🙂
Patch Management detailed description
Is there a detailed description of each of the Patch Management options? I have a couple specific cases:
-one where I need to deploy updates to test systems first
-one where I need ALL updates and reboots during a monthly maintenance window
Thx!...
Solution:
Change invoice starting number
Is there a way to change the invoice starting number without the system incrementing the number by 9 to prevent duplication? I am still using MYOB until EOFY and have my Gorelo invoices set as the same number as my MYOB invoice numbers. I created a couple of test invoices for some changes I was making and want to delete those invoices and have Gorelo start again at the same number as MYOB. But of course the first number I can choose is 9 numbers ahead of current invoice number. Also, I have void...
Automation for alerts
Are automations for Alerts or timed triggers coming? For instance. we get an alert that Windows Defender is out of date, then I want to run an defeder update script. Or Once a week run updates on a specific set of computers or servers, etc.
Solution:
Hi mate, both of these can be achieved right now -- each check type with have a 'Remediation' stage where you can then run a script and recheck BEFORE generating an alert (see image).
For updates, either set your Patch Management plugin to 'Auto download and schedule the install' (if you want a specific day/time) or write a script that runs weekly to install available Windows updates. Let me know if you're not seeing success with our Windows Patch Management plugin... it might need a configuration change such as implementing a 'Deadline' etc....
ACLs on public documents
I know I can make a document public and if it belongs to a client, it'll only be visible to them.
But am I able to use tags somehow, to make documents available to only specific people in that customer? (Like I want to put, say "Exec Team" and let them have access to the ongoing strategy document, but I don't want FinanceGuy or General Factotum to see it....
Client portal - existing tickets
We would like to be able to have management at existing clients be able to log in the client portal and see all open tickets for their specific client area, is that something on the roadmap, or already in place and I missed it?
Intune App Control and Gorelo
One of our clients need a somewhat strict app control policy, basically its a school, we want these students using the laptops for school and nothing else. Im looking into Intune's app control policy and it looks like for best practices I'd need to install gorelo via Intune managed install vs. script. Is that something that I can do? The how-to just shows how to do it as a script
Any word on when the native remote will be ready for beta testing?
The screenconnect integration has been more squirrely than usual, made me yearn for the native solution.
What are the IP ranges for Gorelo uptime & URL monitoring?
Needed to lock down a client's RD Gateway this evening and broke their URL monitoring. Is there a list of IP scopes/ranges that Gorelo uses?
Automated invoices
Is it possible to generate automated invoices at the end of every month based on the number of devices and send them to the customer? Let's say a customer has 10 laptops, and we would like to create an invoice for $5 per device, including antivirus, etc.
We bill for payment on the 20th of the following month
Is there a way to do this?
Solution:
You could get close by setting 'Invoice Due (Days Later)' to 51. Assuming you have Invoice Creation (Days Before) set to 0, this would land on the 20th for months that have 31 days. Those with 30 and 28 would be the 21st and 23rd respectively.
What's the easiest way to tie specific billing role / rate to specific client?
I have two clients that have different base rates and I feel like I am spending a lot of time when I enter ticket time selecting the billing rate (selecting work type makes sense though). Is there a way to set the default for each client? These clients are unlimited hour contracts so I tried to set up a contract for that but it still picked the wrong billing role so I think I might be using that feature wrong. Thanks!