Working with AR Tasks

Tasks are tools you use in e-automate to collect information about actions you have taken or plan to take with customers. Tasks are classified using Task types which are created and managed by your system administrator. You can use tasks to plan future activities and record past activities. When creating tasks, they are required to have a task type but can also link to a customer, a customer contact, and an employee in your database. You can schedule tasks to occur on a specific day, record when a task was completed as well as set a follow-up task for the future. When e-automate creates a follow-up task, it creates a duplicate task for the future. You can write a detailed description of the task. When creating tasks on the Account Summary tab in the Accounts Receivable console, you can even connect a task to a specific invoice. This allows other employees to see tasks that are connected to invoices when using the Accounts Receivable console as the collection tool.

 

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