e-automate Ideas Portal

The records should be locked to only one edit at a time, so that edits can be properly managed.

With eViews not being able to show the "Overage method" and "Minimum copies" fields how do we check the cost-per-copy contracts have a minimum billing amount applied? How do we check the minimum billing has not been accidently missed off a contrac...

When searching in any screen (contracts, leases, customers, equipment etc.) it would be a time saver for it to automatically come up with only active contracts/customers/equipment etc. by default and have a tick box or similar option if you want t...

To be able to have the option for full edit for a misc charge invoice the same as is available for sales invoices. This would make it easier than having to void and re-do the invoice.

This would be very useful for reconciliation of backordered items

Please see case 03283174 for more information. This was previously discussed and info submitted through that case. It was closed today after 6 months of no communication.

I would like to filter by last billed date in the bulk action module and mark certain customers inactive. Currently, I can filter for this criteria in eViews but I still must go to each customer record and manually mark as inactive ( very cumberso...

In the Accounts receivable console would there be any chance to integrated a warning pop up message when the ‘Credit hold’ button is clicked? This function seems to be very easy to accidentally click without realising it is being done and we feel ...

it would be very helpful if this field could be added to the edit lease screen for reporting purposes.

I would like to have options for vendor record messages (the same concept as customer sales/service messages). It would be helpful to be able to be alerted certain requirements when entering AP invoices, such as job/PO/customer number requirements...