Best Practices & Tips
Best practices on how to best use eAutomate, addressing specific issues we've seen with our clients
*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
- Connecting your database to Power BI files:
Apps & SSRS Reports
Branches
For ECi Hosted Clients
Accounts Receivable
Accounts Payable
Contracts
- 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
- Contract Set Up - Contracts for Non Equipment / Managed IT Services
Customer, Contact & Employee, Records
Equipment
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
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)
Parts Warranty Programs
Sales Orders
Service
- eAutomate 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
- Service : Important Settings & Codes in EA overview
- Install Date for Equip Not Sold by You Best Practice