e-automate Ideas Portal

there is no frequency for quarterly reporting and this is a highly used frequency for most companies I have worked for.

I would like to request a ‘paid’ stamp on customer invoices & the invoice number on customer invoice emails

Hello, When a meter read is entered in e-automate manually or using e-agent task it shows up under the history table of the equipment. We started using a plug in to import meter reads from Canon (uses PIP) but the readings are showing up in the me...

So that customers can quickly tell the tax rate charged on the invoice. This is especially helpful for customers that have multiple locations and therefore multiple tax rates.

It would be nice to have PO receiver update the sales order shipment with the correct carrier and ship method ie air vs ground. Adding this functionality would ensure emails notifications regarding order shipments could link to the correct vendor ...

It would be nice to have the ESN expanded to support the interchange of data between dealers. Things like service calls, orders and other types of data would be very convenient to electronically interchange, especially for situations like ITT work...

We would like contacts in EA linked to credit cards. Then when we post a payment, we can have Net 1 send the receipt to the specific user linked to the card - not the generic AR contact (we can have 10+ credit card transactions for 1 customer a da...

We'd like to have address validation built-into the core product. Ideally at point of record creation for any locations in eAuto, it should take this address and run it via a 3rd party API service to verify the accuracy of the address, this should...

We would like to discuss adding the PO Number to the AR Console view for invoices and also adding the PO Number as a search option.

Currently propagate functionality doesn't work for e-info users with user management permissions. When we set up users with user management permissions, we must add them to each child account in order for them to be able to manage additional users...