Non-supported ReleaseNon-supported Release
ECI no longer supports this version of e-automate, and this version of the online help is no longer being updated. ECI recommends upgrading to the current release. Contact your account manager for more information.

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.

Getting to the TransactionGetting to the Transaction

To access the New Task Detail window, do ONE of the following:

To access from the Accounts Receivable Console do the following:

Click [Receivables] on the e-automate toolbar to open the Accounts Receivable Console window.

Note: You can also access the Accounts Receivable Console by clicking the Accounting menu and selecting Accounts receivable > Account receivable console.

On the Accounts Receivable window toolbar, click [Tasks].

Click [New] to open the New Task Detail window.

To access the Accounts Receivable Console and associate the task with an invoice, do the following:

Click [Receivables] on the e-automate toolbar to open the Accounts Receivable Console window.

Note: You can also access the Accounts Receivable Console by clicking the Accounting menu and selecting Accounts receivable > Account receivable console.

Verify you are on the Account Summary for – Customer tab, if not click it to bring it forward.

Select an invoice to which you want to associate the task.

Click [New task] to open the New Task Detail window.

Note: If you do not see the New task button, you will need to show invoices tasks. On the Accounts Receivable Console toolbar, click the drop-down arrow on the Options button and select Show invoice tasks.

To access from the Customer tasks tab in the Accounts Receivable Console, do the following:

Click [Receivables] on the e-automate toolbar to open the Accounts Receivable Console window.

Note: You can also access the Accounts Receivable Console by clicking the Accounting menu and selecting Accounts receivable > Account receivable console.

Click the Customer tasks tab to bring it forward.

Click [New] to open the New Task Detail window.

To access from the Customer record, do the following:

On the e-automate toolbar, click [Customers] to open the Customers list window.

Select the customer for which you want to create a task.

Click [Edit] to open the Edit Customer window.

Click the Tasks tab to bring it forward.

Click [New] to open the New Task Detail window.

Creating TasksCreating Tasks

Complete the following fields as appropriate:

Customer: Customer associated with the task, if applicable.

Note: Depending on how you accessed the New Task Detail window, the customer may already be present.

Contact: Name of the person with whom you had contact, if any.

Note: This Lookup displays only those contacts associated with the identified customer.

Task type: Type of task.

Assigned to: Employee in your company responsible for the task.

Description: Description of the task.

Note: Additional customer aging information is displayed in the window to support collection efforts.

Scheduled for: Date the task begins.

Completed on: Date the task is completed. Tasks can be marked complete later.

Follow up date: Date you want to follow up on this task.

Note: When checked, e-automate creates a duplicate task for the date identified in this field.

Click [OK] to save the task.

Editing TasksEditing Tasks

Access the task using one of the above methods identified in the section, Getting to the Transaction.

Select the task.

Click [Edit] to open the Edit Task Detail window.

Note: To edit a task associated with an invoice, select the task, use the drop-down menu to select Edit. You can also double-click on a task to edit.

Deleting TasksDeleting Tasks

Access the task using one of the above methods identified in the section, Getting to the Transaction.

Select the task.

Click [Delete] to remove the task from the database.

Note: To edit a task associated with an invoice, select the task and use the drop-down menu to select Delete.