554 results found
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Change credit card batch to clearing account.
Can you please change it so that we can change a positive credit card batch to go to a clearing account. It is so stupid that on a batch with a negative total which contains both a positive batch and a negative batch that I have to have both the positive and negative entries in my check register when it was actually a single negative entry. Using the clearing account would allow you to make a single bank transaction entry in GP for the CORRECT amount.
1 vote -
Add Journal Date to View Order Information
I would like to run a BI report on Journal Date and not Billed Date
1 vote -
add a feature that when you accidently click on cancel. Instead of save and pop up window shows up and asks “Are you sure you want to cancel
When entering an order, add a feature that when you accidently click on cancel, instead of save a pop up window shows up and asks “Are you sure you want to cancel?”
1 vote -
Driver and Sales Reporting
Allow Driver reports and Sales reports the option to reopen the month. Currently there is no tracking on who finalized a month and its a pain Operationally when this happens. Anyone can click on finalize.
1 vote -
Long Distance Dispatch
It would be nice to be able to generate tasks on trips and to also be able to upload documents based upon a trip and not the individual orders.
The tasking would allow us to assign tasks to individuals reminding them of turning in paperwork, etc.
The documents per trip would be specific trip documents (receipts, fuel, etc) and not order specific documents.
1 vote -
Default Sales added to all orders
When a order is added in MS based on the branch of the order a default house account sales id would be added to the order. This could be changed if needed but no salesperson is added to an order the revenue associated to the order would go to the House Account bucket.
1 vote -
notes security
Add security to notes by Note Type so not everyone has access to a note. For example we would use a note type of Commissions for explanations how a sales commission was calculated, but we do not need everyone in the organization knowing how much sales people make.
1 vote -
Job Information Tab
Allow the Job Information Tab from the O&I Module to be visible when in revenue entry. A lot of billing information is included in this tab that billers need to have access to without a lot of flipping back and forth between Revenue Entry and O&I
1 vote -
Mobile Crew Time Approvals
Let's face it....we're all human. Right now, once you approve a time segment for an employee you are committed for all time. We need the ability to set pay periods and allow removing the approval, make changes and then reapprove for current pay period.
1 vote -
Mobile Crew Time Approvals
Let's face it, we are all human. Once time has been approved, we need to be able to unapprove the time segement and make changes then reapprove. But create a setting so that changes cannot be done in prior pay periods.
1 vote -
Mark Material Type Inactive
Make a checkbox to mark certain Material Types as Inactive. This will allow us to move assets that we want to track like dollies over to equipment while preserving history. These were originally all added into CPU before the O&I module.
1 voteThis issue has been on our radar for quite some time. It’s in our development queue under case MOV-5604. In addition to marking a Material Type as “Inactive” we want to allow you to change records en masse.
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Email the survey time
When a survey is scheduled, the Salesman gets an email giving the date of the survey, and shipper's info., but not the time. Is it possible to add the time of the survey to that email as well?
1 vote -
Pickup Account Contact
Can you please look into picking up the <Type>DC</Type> section from the reference information that's pushed from Atlas to agents? This "Type" typically contains, at least for us, the National Account Contact that's associated to the order. The information is a part of the "References" section. I've attached a recent SUDS download to hopefully provide additional information.
1 vote -
Update save/email setting on documents adding text/signature
When entering text/signatures on a document, after every little addition you are asked to email and save. Is there a way to have it only ask once after making all additions?
1 vote -
AtoB airport taxi service: airport transfers & chauffeur service
Book your airport taxi now! Enjoy airport taxi transfer from your front door to the airport gate. No hidden fees. Only fixed prices and comfortable transfers.
https://atobtransfer.com/
https://www.facebook.com/transferservicebrussels/
https://twitter.com/AtoB_transfer_1 vote -
Make the booking agent a drop down in Order Defaults under Account Profiles
Add "Booking Agent" drop down to the order defaults that you can add to an account profile so that it is one less thing to add manually for a specific account where the booking agent is always the same.
1 vote -
1 vote
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1 vote
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add the coordinator name in the text module
Add the coordinators name to the as one of the lines showing in the text dashboard.
1 voteGreat suggestion!
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relate multiple orders
We should be able to relate multiple orders to 1 job. Say I have a move job (C#) where we are bringing items back to our storage (SC#) and items that will be shipped via vanline (M#) to another state, all three jobs will need their own order numbers. I would like to be able to relate both the M# and the SC# to my original C# job.
1 vote
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