232 results found
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Duplicate Order - Increase functionality
Have an option when creating a duplicate order that would ask what level of duplication the user would like. For example the options might be Name and Address Information, Name and Address information and Move Information, and All information except Notes.
9 votesThis is going into Beta this week.
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Operations - Clear multiple services at once
Have the ability to clear more than one service at a time in Operations to include for multiple orders.
9 votesThis has been completed and will be available in our next release (4.1)
—This is planned for the Fall 2011 release. -
Great Plains Order Inquiry- Export
In revenue entry, when doing a GP order inquiry the displayed data can not be printed or exported. Much time is lost with print screens and hand copying.
3 votesWe got this added to the release.
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Find - have a hotkey to repeat last find
When searching for an order there are many times multiple selections come up. If it is unclear which order to look at, we start with the first one and if that wasn't the correct one, we have to start over and re-enter our search criteria. The hotkey or "last search" button would popuplate whatever search criteria you entered on your last find.
7 votesWe have now added a flag to “Use search criteria from previous Find” – So if you use the hot key for Find (Alt F) and then hit space (because the flag is the selected field) your search criteria will fill in and you and then add additional criteria. This will be included in version 5.03
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Move Multiple Revenue Items on Invoice Screen
It would create effeciencies if a biller could select multiple revenue lines using the CTRL key and move them to and from the invoice screen when about to generate an invoice.
2 votesWe now have the ability to multiple select to remove items from the invoice.
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AR Balance Summary - Revenue Entry
Display the customer number next to the customer name on the AR Balance Summary screen in the Revenue Entry program/Summary Screen.
9 votesThis has been completed and will be included in release 5.03 which should be released 9/26
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Allow users to easily move an order from one trip to another.
Currently the user has to remove an order from a driver and then re-assign that order to move it from one trip to another.
16 votes -
In cash receipt...
Add to total payment option per order
2 votes -
Store/connect documents electronically to specific order #
We have emails, word documents, estimates, etc that are created for each individual order. In order to store these records we print them out and stuff them in a file. If you could attach these files electonically to the order in moverssuite we can eliminate the file and create huge savings in form of supply/paper cost and records retention. We would also improve service to our customers and staff productivity, because it would take less time to access customer information. Add in the other suggestion to create the interface for trans docs and we would have all the information in…
3 votesOur Document Management module has been completed and is available to all customers today.
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Adjust logic on vanline statement import
To avoid having to always change the 'P' identifier to 'M', modify the logic on the vanline statement import proceedure to assign an identifier of 'M' to any line items that have a reference of 'JOUR' in positions 129-132 of the statement AND are related to an order.
5 votesWe are no longer dependent on the payment code.
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3 votes
This has been completed and is available in release 4.36 and up.
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Cash Receipts
When inputting Cash Receipts and you have to use the Find feature for a customer or order number, it would be helpful if the find screen would show the amount oustanding on the results screen. This would help decide which invoice a payment would apply to.
2 votesRelease 5.03 has changes to Cash Receipts that will based on the customer number selected show you all orders/invoices that have a balance…along with the balance.
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Enhance the Search Capabilities
It would be nice to be able to search for an order by Accounts Receivable balance. This would include the options for equal, less than, greater than, and orders with a balance between an upper and lower limit.
4 votesThis capability is part of the AR Credit & Collections module we’re releasing this month. Look for information coming soon about the release.
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Restore the ALT A function for adding items
to the revenue transaction tab. Currently have to use the mousefor each action and commission.
1 vote -
Notes - Attachement capabilites
Allow documents/images to be attached to a note.
2 votesThe Document Management module has been completed and released.
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1 vote
completed with new bookmarked letters
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Collections Report
It would be a nice feature in the Mover's Suite AR Collection report to sort by the Age or the Amount fields. The Excel downloads are not user friendly.
1 voteThis is possible in the new AR Collections Inquiry
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Add Branch to Dynamics GP Order Inquiry
I would like to request an enhancement to the Dynamics GP Order Inquiry screen. It would be very helpful to me if there were a column for the branch each transaction applied to.
1 voteThis got done in release 4.1 as part of another enhancement.
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Local Services - Specific Times
Be able to enter Time parameters for each local service request.
3 votesYou will see this in release 2016 r12
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Payment Management - Unapplied Cash
Be able to assign the branch within the Unapplied Cash window
3 votesWith the new PM Apply dialog we are now allowing you to assign a different branch to unapplied AR amounts. The new dialog is currently in internal testing and will be going to BETA in the coming weeks. Look for this in our next full release.
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