Reports
Several updates and a brand new Power BI report this month: CW/EA Inventory Compare, which reconciles ConnectWise and e-automate inventory. Accounts Receivable has been completely rebuilt to be the one place your AR team works from, and there are updates across financial, sales order and NMI reporting.
Reconciles ConnectWise on-hand inventory against e-automate warehouse records at the item level, in one dashboard showing overall sync health, the financial value of discrepancies, where gaps are concentrated by item category, and which ConnectWise items have no matching record in e-automate at all. Requires ID747.
Designed to be the one place your AR team works from, bringing open aged A/R, billing accuracy, DSO, payment portal performance and customer-level detail into one report, with reminder emails and write-back to e-automate from the same screens.
Pulls your NMI payment gateway data and your e-automate data together in one place, virtually eliminating the need to log into NMI directly. Your AR team gets full visibility of transactions, failures and settlements, plus a cashbook page showing payments still to be deposited, and a flag for payments that failed due to a check late return but have not yet been voided in e-automate.
A financial reporting dashboard covering your full financial picture across 50+ report pages: income statement, balance sheet, cash flow, budget vs actuals, financial ratios and year-over-year comparisons, all pulling directly from e-automate transactions, with drill-through to the GL entries behind every number. Includes SG&A analysis and forecast vs budget tracking.
A visual dashboard tracking equipment orders from quote through to invoice with deal status, rep rankings, days to invoice, deal profit, and manufacturer/model breakdown, all with drill-down capability. Works alongside ID348 for order status updates and ID815 for automatic status changes and delivery call creation.
Email Monitoring Processes
Microsoft is making changes to mailbox access from October 1, 2026, so we've updated several of our email-based processes to connect using the Microsoft Graph API. The two key updates are below.
ID398 Update Meters from Emails cuts down on manual meter entry by automatically picking up meter readings sent by email from your devices and eAgent meter requests, ready to be added to e-automate. It works alongside ID968, which decides how each reading is handled.
If you use Toshiba Elevate Sky to collect meter readings from your devices, ID314 removes the need for manual data entry by automatically picking up those readings from your mailbox and pushing them straight into e-automate using ID968.
Other Integrations
Three new integrations land this month: Konica ServiceNXT, PrintReleaf (via ID136), and Lockbox (via ID136). The Juice API (ID136) gets new AR and cashbook endpoints for use with similar integrations, and ID667 now supports e-automate v26.
ID285 Konica ServiceNXT saves you managing Konica Minolta service calls in two places: calls sent through ServiceNXT are created automatically in e-automate for your technicians, and status changes and notes are sent back to Konica as each call progresses. This integration is only available to dealers that Konica has contacted directly.
Access to the Juice API for e-automate. It's a secure doorway to your data that lets your larger customers or third parties build integrations with their own ticketing and ordering systems. Service calls and sales orders can then be entered in either system and stay in sync. Note this is the API itself, not a finished integration. The connection is built by you, your customer, or a third party.
ID667 is an app that compares the lease data in your e-automate against your leasing company's records, letting you review the differences and choose what to update. Leasing data pulls in automatically via API for Great America customers, or from a spreadsheet for other providers. It's particularly useful for catching signed addendums that never made it into e-automate, and for making sure your reps have accurate lease information when quoting upgrades.
Syncs completed or invoiced ConnectWise tickets into e-automate as service calls, bringing across the call header details and every time entry as a separate labor entry. Billable and zero-dollar tickets can both come over, which is what makes accurate contract profitability possible in e-automate. Requires ID747, and runs best alongside the ID964 agreement sync for linking calls to the right contracts.
Alerts and Data Housekeeping
One update this month: ID918 can now be cloned and narrowed down with two new variables, plus a fix for meter group base rates.
Knowing if your customer's contract is too high or too low can help you maintain happy customers. This alert will monitor base and/or overages/underages so you can get ahead of any contract adjustments to consider. It can serve as a quick heads-up to reps or management about individual invoices that might produce a shock when the customer opens them.
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