e-automate Ideas Portal

We have recently discovered if a credit card charge is pre-authorized in Net1/Moneris and that charge is voided before it is processed in the payment processing portal and then you further process a new charge for the card the first pre-authorized...

I'm curious if you have a services status page for all of your cloud services you offer? We had an issue on Friday with Knowledge sync, that is now functioning normally. When I was looking through the ECI service portal, I couldn't find any status...

Have the ability to resize the contracts. The size of the screen is too small right now in order to show more columns on the equipment tab.

It would be helpful to be able to enter the full shipping charge on a vendor invoice and have the system automatically distribute it proportionately to the whole order. What I do now is divide the shipping charge by the number of line items and ma...

When a client uses our credit card portal and the card is declined, it is not notifying the client when they process it. It is declining AFTER the card has gone to our Eauto when the cards are processed through the A/R console. Is there a way to d...

I noticed that Australia recently became able to process "direct debit" payments, which we call "pre-authorized" payments in Canada. There is not currently a way for us to do this in e-automate. We process many client payments this way and have to...

I have a feature request. Would it be possible for the recurring accounts payable invoice module be updated to include the ability to associate an expense to a customer/contract/equipment/invoice etc. These options are available when adding a vend...

Especially for those customers outside the USA, there is no purpurpose to having to enter the cardholder name, last 4 digits of the card # and expiration date. It slows down the point of sale process. We use Eautomate for our entire business, whic...

It would be very useful if our customers could receive an automatic email when a sales order for them is shipped. This avoids them having to continuously keep checking themselves & they will have updates in real time.

EA defaults order type as standard. You cannot change this option in EA and support states the same. With the advancement of AI processes, being able to change the order type allows items such as shipping to be directed to a particular G/L. We use...