e-automate - eliminate manual invoices.
January 23, 2025

e-automate - eliminate manual invoices.

Anonymous | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with e-automate

Currently, we use e-automate to generate monthly invoices, track customer balances, and apply for payments. We were unable to implement the inventory system due to the lack of serial numbers available in our business process. We do not use remote tech due to a change where Xerox moved all services out of XPPS. We do not use accounts payable solutions as our accountant knows nothing about e-automate. Payroll is not available in Puerto Rico. E-info is.... underwhelming. We had it, and it is very laggy. NetCC card processing is not available in Puerto Rico. E-views is useful. The meter import utility is a blessing. The accounts receivable console is great, along with the customer notes system.

Pros

  • Accounts Receivable Console.
  • e-views
  • Billing Queue.

Cons

  • Make sales invoices not require serial numbers, or be more flexible with it.
  • Make contract invoices have some sort of flexibility in terms of editing. Our end users complain that QuickBooks made it very easy to edit invoices, and in e-automate, for them, it is practically impossible. (I do personally understand why it has to be as it is myself, I'm just forwarding their observation.)
  • Make the API actually useful. I spent days looking at the functions and the functions available are not really useful.
  • Reduced manual work on creating invoices.
  • Increased manual work on entering contracts and fixing user errors due to the long process (partly because of all the options).
It has ensured that contracts are invoiced regardless of what Xerox may do with their system. It has given us clear historical information about what goes on with our billing for individual customers and has dramatically increased the speed at which we create invoices.
Inventory was not impacted. Accounting was not impacted as our accountant does not want anything to do with e-automate. Service was dropped as Xerox took all XPPS contracts. Contract management and invoice generation were greatly improved.

Do you think e-automate delivers good value for the price?

Yes

Are you happy with e-automate's feature set?

Yes

Did e-automate live up to sales and marketing promises?

No

Did implementation of e-automate go as expected?

Yes

Would you buy e-automate again?

Yes

For a business that runs its billing by manually creating invoices, e-automate is a blessing. For a business that is undergoing rapid growth, the long learning curve and strict process of application cause hurdles and difficulties in some scenarios.

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