e-automate Ideas Portal

Not sure if PO Process gets updates each year but it would be nice for when the PO’s are in EA that it would allow you to highlight a group of PO’s to then send through PO Processor, that would be amazing. The current way is so time consuming doin...

See Case ID 03708296. We manage multiple contract types for Copiers, IT and Voice. For IT and Voice contracts we use Item-Based billing for greater flexibility. When we create a new IT/Voice contract, it automatically defaults to “Inherit distribu...

See ECI - Case: 03708296. There is a glitch when adding Items "Serviceable as item" to a contract. After clicking the Item radio button under the Equipment/Item tab on the contract, the list does not populate unless you do one of the following ste...

Having this ability allows dealers to make bulk easy changes when store locations are closed or opened.

Hello, Presently we have clients that only really receive one invoice a month. Our A/R department has to go in and research each client before their sales order or service call invoice is sent out to see if more is owed. At times also produce a st...

PO Processor was coded to exclude freight from term discounts, so that box is checked. There is no setting to change it, as it was hard coded this way. The only way to get the functionality changed is to submit an enhancement request. Which develo...

In the cashbook register deposit, it would be so helpful to see the customer’s name/invoice with each entry!

Refer to case 03752517. In such a case the job has to be voided then cancelled. A new job created and all the date from the cancelled job re-entered manually. This takes a vast amount of time and could be streamlined by either having the ability t...

We sold a serialized equipment with 30/60/90 day terms. Need tier set up to show proper aging on payments due.

Like the ability to bulk update Bill codes on equipment, being able to bulk update SLA codes would make the process of updating multiple contracts much easier than going through each and every contract in the system and doing it by hand, especiall...