Best Practices & Tips

*General*

• A good time to tackle eAutomate projects & housekeeping
• Adding Custom Properties to an eView:
• Applying software vendor invoices to contracts in eAuto
• Cannot invoice or create service calls, GLID Null error
• CEO Juice and your data security
• Creating SSRS Report Quick Link for e-automate Users

See all 24 articles

Apps & SSRS Reports

• How to Access SSRS Reports Overview:
• APPS - How to Access, Overview
• SSRS Alerts
• Problems loading SSRS reports
• Security for SSRS Reports & Custom Property Set Up

Branches

• How to Plan the merge of two Companies into EA and keep the CEOJuice alerts
• Branch Roles - Overview & Set Up

For ECi Hosted Clients

• ECi Hosted Clients Launching CEO Juice SSRS Reports & Apps

Accounts Receivable

• Best Practices to Monitor and avoid AR fraud in your Company
• Best Practice - How to Record Insufficient Funds / Bounced Check
• Processing Finance Charges in eAutomate
• AR Reps in Customer Record
• How to Apply an AR Credit Memo to Multiple Invoices
• AR Tasks - Best Practices

Accounts Payable

• Importing Vendor Invoices into EA using the APInvoiceImport Utility Spreadsheet
• Best Practices - Check or Cash with Order before Equipment Received
• Setting Up Recurring AP Invoices in eAuto
• How to link a vendor invoice to a contract or sales invoice
• Monthly automatic payments (ACH / EFT)

Contracts

• Contract Accruals - Set Up & Maintenance Best Practice
• Creating Serviceable Item Contracts (Software Licenses, Data Services, etc.)
• ECi Contract Import Utility
• Creating an EView for Contract Rate Increases
• Best Practice for adding Parking Fees Cost to a Contract
• Contract Set Up - Click Time or Copies Usage Contracts and Track in eAuto

See all 22 articles

Customer, Contact & Employee, Records

• Merging Contacts in eAutomate (Jon Balter Write Up)
• Creating and Maintaining Contact Records in eAutomate
• Parent / Child Set Up for Customer/Equipment/Contract Records
• eInfo eAuto 8.7 - Linking Contacts

Equipment

• Creating Equipment Records Using Base Engine with Speed License
• Adding Accessories to Equipment in eAutomate
• Accessing Model Profit Information from ID555 eview - Overview and Sample
• Best Practices - Loaner Equipment Tracking
• Creating Equipment Statuses

eAgent

• eAgent - Customers On/Off Credit Hold
• eAgent - Auto Invoicing Service Calls
• eAgent - Set up auto invoicing and sending invoices in Eautomate
• eAgent - How to Setup eAgent to Update Minimum Stock Levels (Jon Balter write up)
• e-Automate user called 'eagent'

Finance & GL

• Best Practices - Should I Collect Sales Tax In-House, and if so, how will I maintain Tax Tables?, Overview and Sample
• Best Practices - Setting Tax Option in EAutomate, Overview and Sample
• Best Practices - Sales Tax Assessing, Configuring, Collecting and Remitting without Avalara, Overview and Sample
• End of Month Closing Procedure for Accounting (Daily & Month End)
• Where to record Financial Numbers
• Voiding Service Calls, Best Practice

Meters

• Resetting Meters (work around for invalidating meters)

Purchasing & Inventory

• ECi's Supplies Network Tips & Tricks
• Equipment Purchases with Manufacturer Discounts
• Returning Items to Needed Warehouse / Bin
• Creating Drop Ship and Zero Cost Warehouses in EAutomate
• Inventory Management - Dead Inventory:
• Managing Item Records for Multiple Brands / Like Manufacturers (ID922)

See all 23 articles

Parts Warranty Programs

• Toshiba Warranty (TABS)
• Ricoh/Savin/Lanier Warranty policies
• Canon Policy for parts warranty (ID90)

Sales Orders

• Equipment Orders Best Practice:
• How to Enter & Process a Supply Order - Best Practice
• Fixing Sales Orders Not Properly Fulfilled
• Tracking Information pushed in for Drop Ship Orders using PO Processor:
• Setting specific cost levels for larger customers
• Sales Order Custom Properties

Service

• How to Set EA to charge for an IT call, when Equipment under contract, but the IT work is not covered
• eAutomate Dispatch Console - How to Create, Dispatch, Complete, Reschedule and Invoice a Service Call
• e-automate Advanced Bill Codes
• Adding Attachments in Remote Tech (Jon Balter write up)
• Enabling the HelpDesk button in the eAutomate client
• Service Call Summary from Remote Tech

See all 27 articles

Old OMD Reports

• OMD JU Invoice Report