554 results found
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add Driver Assignment in Order Entry
I would like the ability to assign a driver from the Order Information module.
Once you book an order - you may know who the driver is already for the load. Instead of having to find the load in dispatch and then assign a driver, if you could assign from one of the tabs in Order Information (maybe billing tab since order personnel is there - or agents?) In would speed up the process.3 votes -
Ability to copy documents from one order to another.When duplicating an order have the option to copy the documents to the new order
Ability to copy documents from one order to another. When duplicating an order have the option to copy the documents to the new order.
2 votes -
Add additional filters for AR Collections Report Aging Data
Ability to select to print the AR Collections Report by Aging categories. For example: only balances older than 61+ days; or balances older than 90+ days; etc. This gives ability to produce a smaller collections report targeted on customers with oldest AR balances.
21 votes -
Allow "Hauling Documents Received" Date as a Dependency Date for Tasks
Reasoning behind this would be that when the hauling documents are received, a task would prompt the revenue processor assigned to the order to process the shipment (Scan docs to corporate, book revenue, close order.)
1 voteWe implemented a feature that allows you to create tasks when documents of a certain type are added to the system, either manually or through a van line download. This feature was implemented in MoversSuite 2020 R06 and is described under the Enhancements section: http://www.ewsgroup.com/moverssuite/support/onlinehelp/2020R06/#!WordDocuments/version2020r06enhancements.htm
Let me know if you think this is a better solution than adding the Hauling Documents Received Date.
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Allow option to default days calculation to actual calendar days or 30 days
The government wants all storage in arrears calculated at 30 days per month not actual days. We have to manually correct calculations every quarter on a spreadsheet because Movers Suite does not allow us to calculate that way.
4 votes -
2 votes
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Allow Van Line Statements to Apply to the Order
We would like to be able to import a statement and apply it directly to an order to the default customer ID without touching all of the transacitons,
1 vote -
Default Customer ID on Unapplied amount
In Payment Management when applying a payment as an unapplied amount, change the default customer ID to the default customer ID on the order. Being a dual agent, its a very cumbersome process to apply a statement. When an Allied registered order is paid on a North American statement, it requires you to change the customer ID for unapplied amounts otherwise a transfer is necessary. Touching hundreds of transactions is tough enough and this would help a great deal.
1 vote -
Document Management
Have the ability to drag and attach documents without having to save to a network location first.
7 votes -
1 vote
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Show origin and destination zip codes on invoices.
The hauling mileage, billing weight, origin & destination addresses with cities and states show on invoices, but no zip codes. Auditors prefer that all key pieces of information used to determine basic charges show on the invoice, and zip codes are key pieces of information for this purpose -- especially with some intrastate charges and zip-zone based charges. Thank you.
5 votes -
generate the potential customers email address when you receive an email with a new sales lead
ability to show the "leads" email address when a sales person receives the email for a new lead.
1 vote -
new dependency date for tasks
set up new dependency dates of bill date and invoice date so billers can use tasks based on those dates
1 vote -
Allow the "Branch" to be changed...
Allow the "Branch" to be changed if incorrect branch is downloaded or chosen without having to call MoversSuite and convince them change it for us, because they are not supposed to. If the change can be done, why not allow the employee to make the necessary changes, without having to bother MoversSuite and take 30 minutes to an hour to wait for this change to allow us to continue working on this order. Because orders are never actually "cancelled", if the order has to be entered a second time using the correct branch number, we are left with a confusing…
1 vote -
Payment Management
PT fee posted as negative in our revenue. When we receive the payment from the carrier or the vl, they have the same neg amount in the detail of their payment. But yet we can not apply the negative to the negative. Have to apply the negative to unapplied. This causes extra steps to balance out an order.
5 votes -
Claims Drop Down Box for Claim file History does not work
The Drop Down Find Box in the Claims Module is not functioning. This same drop down box works well in the Order Information and provides all orders the user has accessed that day. However, there is no information accruing in the Claims Module. Without the function of the drop down box, the USE SEARCH CRITERIA FROM THE PREVIOUS FIND is also not helpful. Could you please correct this in the next update?
1 vote -
Have the option to include DOCS when duplicating an order.
We have multiple locations involved in a move. When duplicating the move we would like to have all of the documents in the duplicate order. Like we can included the order notes now, same idea just also be able to select to include the documents attached to an order when duplicating.
1 vote -
change payment description field on payment application screen to pick up the customer name/last name entered on the cash receipts screen
The payment description on the payment application screen picks up the last order name instead of picking up the customer name/last name as entered on the cash receipts screen. This causes confusion when looking at transaction detail in GP
2 votes -
Additional box in Account Profile contacts
There are sometimes multiple contacts, billing, on jobsite, etc. An additional box that would identify which contact is which would be helpful
1 vote -
Capture the van location data from UVL
UVL currently provides van location (rudimentary GPS) data in their download stream. It would be really useful for Mover's Suite to capture that data so Dispatch and Safety have access to it.
1 vote
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