e-automate Ideas Portal

The contract expense branch should follow the contract revenue branch. By auto populating the branch for the expense, provide better chance of accuracy along with efficiency for the AP Team. When the contract number is inputted, the branch field s...

We have found the 'credit hold' button is getting accidentally 'bumped' during accounts receivable entries, which go un-noticed at the time of accidental entry. If moving the button is not an option, perhaps a 2-step confirmation of hold status wo...

When we renew a contract, that expires by copies, the renewed contract does not populate the start meters. They must be entered manually. I don't believe this was a problem many years ago, but is has been for the last several years. Please see cas...

We would love to see an e-agent task developed to be able to inactivate leases that have expired (from within the leases console)

I'm wanting to know when PO Processor creates a Sales Order, can it flag the SO that are created from ATRS with whether or not the customer is on Credit Hold. If on Credit Hold, have the SO remain pending before being processing the PO. This would...

We have engineers covering other engineers when either busy, sick, AL etc so the original engineer who has the parts assigned to him can’t always transfer to that engineer doing the RF for them The engineer fitting the parts needs to contact our s...

When we import the invoices with PO Receiver, we will need to have branching depending on the branch the customer record shows. The way it is now we will have to void and re-invoice every non default branch invoice or do a journal entry for each o...

Currently I have quite a lot of negative unearned balance in my contract accrual list and would like to filter them out to run my monthly accruals.

To have the option to filer by address when searching in the equipment section

It would be very helpful to have the option to apply credit balances (either from memos or prepayments) at the time the invoice is created. Not having this option causes confusion becuase customers get the invoices and think they still have to pay...