e-automate Ideas Portal

We need a report that gives us the ability to run and see who has made changes to customers, equipment, vendors etc....

Can we please get it where we can make changes to a journal entry without it voiding every time. Have it void if a month is already closed. This is the only system I've ever worked in that voids every time a change is made. It makes for messy books.

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...

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.

We frequently copy sales order and must manually reenter the custom property fields from the old order into the new order. Can an option be added to also copy the custom properties?

I'm reaching out because we've pinpointed a significant improvement that could really streamline our workflow: adding an "Export" option directly in the contract renewal screen to save data dire I believe this feature is crucial for enhancing our ...

We'd like to see actual usage of incoming traffic, referral pages, used pages (user journey), and general analytics

We have a customer that we sold 100+ pieces of equipment to that they need added to an existing contract. We have to add these manually 1 by 1. The CIU already allows you to bulk add equipment, but only for new contracts. Why doesn't this exist fo...

More granular details/control over Sales Orders. Being able to represent Purchase Orders, tracking, shipments at a Sales Order line level in the event of multiple shipments or details needing to be tracked within one order.

API access or options on import utilities allowing for a more expanded range of interactions with e-Automate. IE: importing equipment, acquisitions, contracts, customers, etc.. All via API or expanded/updated import utilities.