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
- Automated AP
- Best Practice - Customer Document Queue
- Cannot invoice or create service calls, GLID Null error
Apps & SSRS Reports
- ID837 - Plan B
- ID837 - Plan B
- ID955 - Crowd funded purchase of eAutomate
- How to Access SSRS Reports Overview:
- SSRS Alerts
- Problems loading SSRS reports
Branches
For ECi Hosted Clients
Accounts Receivable
- Options for Consolidating Invoices in e-Automate
- 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
Accounts Payable
Contracts
- Clearing Billed Contract Related Charges Against Contract Profitability
- Accruing Annual Contract Expenses
- Creating Contract Report Groups
- Meter Group Base and Overage Billing Issues - Troubleshooting Tips
- Contract Setup - Standard Base/Overage/CPC Equipment Contract
- Managing Leases in E-Automate - Service Lease Records vs. Lease Tab on Service Contract
Customer, Contact & Employee, Records
Equipment
eAgent
Finance & GL
- 3rd Party Consultants
- 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
Meters
Purchasing & Inventory
- Discussion on using ScanIt and Inventory best practices
- Inventory Logistics Console (ILC) - Best Practice
- 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
Parts Warranty Programs
Sales Orders
Service
- How to Set Up EA to invoice a billable call for a Maximum 1 hour only
- 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
Surveys & Customer Feedback
- Survey response from confused customer
- Surveys integrated in to other processes
- Increasing Survey Responses
- How to increase your Survey Response rate
- Sharing customer feedback comments
- ID109 Closed Call Survey 15 minute video overview