Feature Walkthrough
Every Screen, Explained
Click through each screen to see what it does and why it matters.
Recon Inbox
Your command center for invoice review. Vendor invoice lines are grouped by invoice, scored by priority, and sorted so the costliest mismatches surface first. Pick an invoice to open a full-width line item table where you match, resolve, and (for admins) push clean invoices straight into e-automate.
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Smart Grouping & Sort Lines roll up by invoice with status, priority, resolved and matched counts. Sort by Priority, Date (newest or oldest), Amount, or Impact
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Search That Reaches the Line One box searches invoice number, vendor, serial number, equipment number, and model description across every line
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Link to Contract Link the whole invoice to one contract, or link a single line to a contract pricing line. Expected vs. actual recomputes automatically
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Create Contract from Invoice Admins turn an unmatched invoice into a new vendor contract, pre-filled with vendor, dates, and equipment
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Resolve & Bulk Actions Approve, assign, resolve, or compare per line, or select many lines to set status and priority in one pass
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Push to e-automate Once an invoice is reconciled, admins post it to e-automate as an AP voucher via the ID136 API, no re-keying
apps.powerapps.com - ID283 Reconciliation Inbox
▼ Selected Invoice - Line Item Details
apps.powerapps.com - ID283 Recon Inbox (Detail)
Side by Side Comparison
Open any flagged line from the Inbox and see exactly what the vendor billed next to what the contract says you owe. Every difference is highlighted, so the conversation with your vendor is backed by the numbers.
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Invoiced vs Expected Two clean columns, Invoice Value next to Contract / Expected, for every field on the line
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Variance Banner Overcharge, undercharge, or no variance called out up top with the dollar amount and percent
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Mismatch Flags Any field that does not match the contract is shaded red, so problems jump out instantly
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Grouped Detail Financial, Meter / Volume, Coverage, and Equipment sections lay out the full picture per line
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Contract Context The linked contract number, program, customer, and period sit right above the comparison
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Decide and Act Approve, Flag, Dispute, or email the vendor without leaving the comparison view
apps.powerapps.com - ID283 Side-by-Side
Vendor Contracts
The single source of truth for every vendor agreement. The list on the left finds any contract fast, and the panel on the right edits terms inline with auto-save, so what you set is what the matching engine validates against.
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Searchable Contract List Search by program, vendor, contract number, or any pricing line's serial or equipment number, with an Active only toggle
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Inline Auto-Save Editing Contract Information and ITT Settings save the moment you change a field, no Save button to remember
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View Invoices & View Details Jump to this contract's invoices in the Inbox, or open its pricing lines with a live line-item count
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Merge Contracts Check two or more, pick the keeper, and the rest fold in (pricing lines and matched invoices move over, duplicates deleted)
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Break Out Pricing Lines Select lines on the Details screen and split them into their own new contract when one agreement covers two deals
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Evergreen & Unlimited Evergreen (no end date) keeps matching ongoing, and Unlimited base volume removes the page cap when there is no overage
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Create Sales Order Admin-gated push that builds an e-automate sales order from the contract's active item lines through the ID136 API
apps.powerapps.com - ID283 Vendor Contracts
Contract Details
Every line on a contract, captured exactly the way the vendor bills it. Open a line to edit base rates, meter pricing, volume tiers, and the customer-side rates you charge, all auto-saved as you type.
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Per-Line Detail Cards One expandable card per pricing line with equipment, item, quantity, base rate, dates, and an Active badge
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Two-Sided Rates (Track mode) Customer-side rate columns sit alongside the vendor comp rates, so you see what you pay and what you bill on one card
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Meter Tier Editor Volume-banded overage rates per meter, up to 3 meter groups, with a From/To/Rate grid that replaces the flat rate
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Per-Line Coverage Dates Give each line its own service-coverage window; invoices billed outside it are flagged, so lapsed coverage stops getting paid
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Rate Schedules & Escalation Apply a multi-year rate schedule to a line, or set base and overage escalation percents, with the current escalated rate shown alongside the original
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Contract & ITT Settings General contract settings (toner, meters, order type, base volume, NASPO IFF) up top; out-of-territory partner-dealer terms grouped separately below
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Agreement Conformance A line under an agreement pre-fills the approved pricing and won’t save a price or item that breaks it, so a contract can’t drift from what was bid
apps.powerapps.com - ID283 Contract Details
Unmatched Vendors
When an imported contract names a vendor (dealer) that does not match a vendor in your e-automate system, it lands here. Pick the right vendor once, link it, and every contract under that name updates in a single step.
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Searchable Vendor Picker Type a vendor name to search your live e-automate vendor list, even when the list is thousands of records long
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Link by Raw Name Contracts are grouped by the raw vendor name that came in on the import, so you resolve each name once
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One Link Updates Many Linking applies to every contract carrying that name, including detail rows, in one server-side operation
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Saves Reliably The link is written through the stored procedure (VendorMatchType MANUAL), so it sticks on every SQL server and the row clears on refresh
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Live Counts See how many vendor names are unmatched and how many contracts they cover at a glance
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Clean Empty State When everything is linked, the screen confirms there is nothing left to reconcile
apps.powerapps.com - ID283 Unmatched Vendors
Vendor Agreements
Your pricing playbook in one place. Each agreement holds the approved items, approved customers, and machine configurations your team is cleared to sell and buy against, so both a quote and an invoice are checked against the same numbers.
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Approved Items & Customers Set the selling price, purchase price, rebate, and comps per item, and limit an agreement to specific customers
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Configuration Builder Pair a host with its accessories straight from e-automate related items, grouped into bands with per-item quantity rules; the e-automate cost and a suggested price sit next to your pricing for reference, and every column sorts
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Reusable Templates Save a configuration to the template library once and pull it into any agreement instead of rebuilding the same bundle
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Ready for Orders Gate An agreement can’t be quoted or ordered against until it’s marked ready, with a one-click note to your order-processing team when it flips on
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Import & Export Bring in a full agreement price file from a spreadsheet with AI-assisted review, and export defined pricing (with cost and comps) to Excel for audit
apps.powerapps.com - ID283 Vendor Agreements
▼ View Details - Items, Configurations & Customers
apps.powerapps.com - ID283 Program Details
Configuration Templates
A shared library of reusable host-and-accessory configurations. Build a machine bundle once — the same builder you use inside an agreement — and pull it into any agreement instead of recreating it each time.
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Build Once, Reuse Everywhere Author a host plus its accessory bundle as a template, then drop it into any agreement with “Add from Template”
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Same Configuration Builder Accessories from e-automate related items, grouping bands, and per-item quantity rules — identical to building inside an agreement
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Pricing Travels With It Set pricing on the template so a machine carries consistent numbers into every agreement it’s added to
apps.powerapps.com - ID283 Configuration Templates
Build a template — host + accessories
Grouping bands + per-item pricing columns
CPQ Quote Builder
Build a customer quote in minutes. A rep picks a machine, the accessories that belong with it come along automatically, and the whole package carries one price. When the quote is accepted it becomes a contract and an e-automate sales order, with no re-keying.
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Package-Based Quoting Pick a machine and its finisher, punch, and paper deck come pre-bundled as one package with one price and a quantity stepper
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Program-Locked or Build-Your-Own Quote from vetted agreement pricing that reps cannot overwrite, or build a custom package when you need the flexibility
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Branded Quote PDF Generate a clean, on-brand PDF with your logo and accent color, ready to send to the customer
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Customer & Vendor Quotes Quote the deals your reps sell and the servicing-dealer contracts you sign in one tool; start from a prospect name and push it to e-automate to create the customer when the deal is real
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Revisions & Archive Clone a quote into a numbered revision to iterate without losing history; archive lost or superseded quotes and bring them back anytime
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Convert to Contract & Sales Order Turn an accepted quote into a vendor contract and push it to e-automate as a sales order in one step
apps.powerapps.com - ID283 CPQ Quote Builder
1 - Customer & header
2 - Configure & price (package builder)
Rates & meters (advanced)
3 - Review: totals, margin, send
Branded quote PDF
Quote Pipeline
See every quote at a glance on one board. Cards move through Draft, Sent, Ordered, and Converted as reps work them, and the board keeps itself current, so managers always know where the money is.
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Self-Updating Lanes Quotes flow from Draft to Sent to Ordered to Converted automatically as each step happens
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Live Sales-Order Status When you subscribe to order tracking, cards show the real e-automate stage the order sits in right now
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Filtered by Rep Narrow the board to one rep to review a pipeline one-on-one, or view the whole team at once
apps.powerapps.com - ID283 Quote Pipeline
Orders & Payments
Reconciliation and quoting both end the same place — back in e-automate. v2 pushes sales orders out and vendor payments through automatically, so approved work reaches operations and accounting without anyone re-keying it.
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Create Sales Order Turn a won quote or an active contract into an e-automate sales order in one click, with the agreed pricing and order type carried across
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Push AP to e-automate Post a reconciled invoice into e-automate as an AP voucher and invoice, so approved bills reach accounting with no re-entry
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Payments hand-off Send an approved vendor bill to your CEOJuice Payments portal for processing — the vendor’s portal is notified of the approval, and how it’s paid is decided in Payments
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Safe by Default A duplicate-push guard warns before a second push, and an approval-dollar threshold holds large invoices for a human — each push is gated until its integration is installed
apps.powerapps.com - ID283 Orders & Payments
Push a reconciled invoice to e-automate (AP voucher)
Create a sales order from a contract; track its e-automate status
AP Voucher Import
Pull posted AP vouchers straight from e-automate into the reconciliation queue. One click moves a vendor bill into the inbox, ready to validate against contract pricing.
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Import From e-automate Select any posted AP voucher and bring it into the recon inbox in one click, with line items and coverage dates intact
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Search By Anything Find vouchers by vendor, invoice number, description, serial number, or equipment number from a single search box
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Contract Match Badge See at a glance whether a voucher ties to an active contract (Matched) or has no contract on file (Vendor Only) before you import
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Date And Vendor Filters Narrow the list to the last 30, 90, 180, or 365 days and filter to one vendor, with a live loaded count
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Select All, Import Selected Batch-select the vouchers you want, then import them together with a running progress bar
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Honest Import Results An Import Complete summary reports exactly how many succeeded, flags duplicates already in the system, and lists any failures by invoice
apps.powerapps.com - ID283 AP Import
Bulk Import Contracts
Turn a vendor spreadsheet into clean, matched contracts in three steps. AI reads any layout, matches vendors and equipment, and shows you exactly what will be created before anything is committed.
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AI Assisted Parsing Drop any spreadsheet or paste data in any format. AI reads the columns and maps vendors and equipment for you, no template required
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Pick the Right Sheet Multi-tab workbooks show every sheet with its row count and header preview so you choose the contract data, not the cover page
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Review and Edit Inline Fix any cell right in the preview grid. Editing a flagged row promotes it from Error to Warning so it can be imported
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Clear Validation Counts See Valid, Warnings, and Errors tallied before you commit. Click any tile to filter the grid to just those rows
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Include or Exclude per Row Toggle individual rows in or out, then commit only the rows you trust with a single button
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Fast on Large Files Batched processing handles big workbooks reliably, with a progress count so you always know where it stands
apps.powerapps.com - ID283 Contract Import
Admin Settings
One screen to tune how validation behaves, set your branding and home currency, switch on the features each client is licensed for, control who sees what, and keep an eye on every change. Admin-only, with a left side-nav of sub-screens for Defaults, Branding, Reference Data, Operations, Audit Log, and Access.
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Per-Client Feature Toggles Switch Customer-Side Rates, Evergreen Contracts, and NASPO / IFF Fields on or off so each client sees only what they are licensed for
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Gated Push Toggles Push AP to e-automate and Create Sales Order stay locked until the integration (ID136 plus ID455 or ID634) is subscribed and installed
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Reference Data Lists Maintain pricing models, recon statuses, termination reasons, variance reasons, billing cycles, and rate schedules with escalation steps
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Operations Safety Switches Emergency toggles to pause processing, disable auto-recon, or force manual review when something needs a hold
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Full Audit Log Filterable history of every change by category, status, and user, so you can answer who changed what and when
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Branding & Home Currency Set your logo and accent color once for the quote PDF, and choose your company currency so every amount across the app displays in it
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Access & Tab Visibility Decide who can open Settings, and control which tabs each person sees, so an order-processing role sees only Agreements and Contracts without affecting anyone else
apps.powerapps.com - ID283 Admin Settings
Defaults - tolerances, currency, auto-approval
Per-client feature toggles
Quote branding
Reference data
Operations
Audit log
User access - roster
Per-user, per-page tab visibility
