e-automate Ideas Portal

Adding this field would offer a wealth of benefits to users! By adding this field users could run the task daily to queue statements for customers that have just reached 31 days past due without queuing all accounts that are over 31 days past due....

Customers need location address information when using the Moves feature in e-info. Attached is a screenshot of one of our customers with many locations, and without any address information, the feature is useless.

We have a sales order for one main customer that has three locations. We should be able to change the ship to address when shipping to each location (for packing lists), that way the equipment is located there per the packing list and the invoice ...

This would take strain of the E-Automate support staff and give more independence to the admins of companies using the hosted version of E-Automate. Admins would be able to disconnect team members that have forgotten to sign out or that are using ...

The system looks at Sales orders and warns you based on "days to look back" established by admin on the Sales Options area. From there the system is only flagging Duplicate orders for Equipment that is on a Current contract only. We believe it sho...

Currently the Kyocera PO Processor connection only submits one item at a time for price and availability updates. This is very inefficient, especially with larger orders. It becomes so inefficient that it is faster to manually type in the order to...

Can we please have cashbook transactions have a GST/Tax option on them as there might be times where we aren't paying an invoice/receipting in money that would still require GST/Tax to be deducted from it. Thanks!

It would help our customers to identify the correct order for reordering in e-info if equipment Location remarks were added to the orders in last 30 days list as shown in the attached screenshot.

Occasionally, customers request a quote before a repair is made. It would be beneficial to have a tab or button that takes the existing data (customer info, labor, fees, etc.) and generates a customizable quote with the option to add additional la...

Would like to have the ability for quote of a certain defined value to automatically transfer into opportunities in Acsellerate.