Automated Eclipse Tax-Exempt Cert Renewals
Every Monday, WebRun opens Epicor Eclipse, finds customer accounts with a tax-exempt certificate expiring in the next 30 days, and drafts a renewal request email in Gmail to each contractor asking for an updated certificate, ready for your credit team to review and send.
How do I renew customer tax-exempt certificates automatically before they expire?
WebRun checks Epicor Eclipse every Monday for customer tax-exempt certificates expiring within 30 days, then drafts a renewal request email in Gmail to each contractor asking for an updated certificate. Every draft stays unsent for your credit team to review and send, so no account risks losing its exemption status without a human catching it first.
- Expiring certificates get a renewal request 30 days out instead of surfacing at audit time
- Credit teams review a ready-to-send draft instead of hunting down which accounts are expiring
- No exemption status changes on an account without a human reviewing it first
Built for electrical distributors · credit and AR teams · tax compliance staff · branch managers
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
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WebRun signs in and gets to work
Opens
www.epicor.com/en-us/products/enterprise-resource-planning-erp/eclipsein a real browser with your saved login - no setup, no API keys. -
1
Epicor Eclipse - find certificates expiring soon
epicor.com
WebRun opens Epicor Eclipse to find certificates expiring soon. - Open customer account records in Eclipse and check tax-exempt certificate expiration dates
- Filter to certificates expiring in the next 30 days
- Capture the customer, exemption state, certificate number, and expiration date for each
Done when Every certificate expiring in the next 30 days is listed with its account details.
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2
Gmail - draft the renewal request
gmail.com
WebRun opens Gmail to draft the renewal request. - Draft a renewal request to each contractor explaining their certificate is expiring and what's needed
- Reference the certificate number and expiration date in the draft
- Leave every draft unsent in Gmail for your credit team to review and send
Done when A renewal request draft is waiting in Gmail for every expiring certificate.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Will it put an account on tax hold without me?
No. WebRun only drafts the renewal request email and leaves it unsent. Any decision to hold tax-exempt billing on an account stays with your credit team.
How far ahead does it flag an expiring certificate?
It checks Eclipse each Monday for certificates expiring within 30 days, giving your credit team enough lead time to collect a renewal before the exemption lapses.
What if a customer already sent a new certificate?
It reads the live expiration date on the account each run, so any certificate already renewed in Eclipse is skipped automatically.
Related templates
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