e-automate Ideas Portal

Consolidating the separate sales quotes into one sales order automatically to stop the reproduction of work and make it easier to raise sales orders and purchase orders.

It would be great to be able to change the line item numbers on Sales Quotes just as you can with Sales Orders (Reorder the line items). With quotes, it is often important to have items in the right order so that the customer understands the confi...

It would be nice to have the ability to accrue sales invoices similar to the functionality of accruing service contracts. This is particularly useful for the sales of software or subscriptions services with set terms such as 2 or 3 years. This wou...

Up until about 6-months ago, whenever we sent emails from EA to a customer, the email was also sent to our own Sent Folder. This is no longer happening because Microsoft changed how we could relay from EA. To get around this, we have to manually a...

Currently E-Automate shows all line items on a sales order if it is partially invoiced. In order to avoid customer confusion, it would be helpful to have invoices generate with only the items that are currently being invoiced instead of all items ...

We often schedule calls with customers. When we do this it no longer tallies on the Pending column which gives us an inaccurate picture of our call load.

All freight expense is going to our main branch instead of the branch on the PO when being received via PO Receiver.

There are reports for AR and AP that show me the information for invoices, dates, vendors/customers, rates, etc. There are reports that show me the payments made but no report/option shows me both. It would be incredibly helpful to have a report t...

If I have a work order with multiple SCs, I can view the hours worked on each SC, but I can't see the total hours for the Work Order. This would be extremely helpful when monitoring a quoted job. This could be worked into a "Work Order summary" ta...

Currently the hide on invoice checkbox doesn't appear for kits on SO even though they have parent item. If we could add a 'hide on Invoice' in the kit configuration for the item that would be ideal, but at a minimu be able to toggle it on the SO i...