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MoversSuite Enhancements

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MoversSuite Enhancements

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8 results found

  1. 3 votes

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  2. When a lump sum has been posted to an account for multiple shippers/customers, there is no capability to see how much of that lump sum was applied to each invoice/work order. The remaining balance does no good when trying to research how much has been applied to each shipper/customer.

    2 votes

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  3. CSV Import Enhancement request. We a are required to include a check number on our cash receipts. We do receive the number on our lock box file but are unable to transfer this data into the current CSV spreadsheet for upload. We are currently manually adding the number. Please let me know if you can update the spreadsheet to include the extra field.

    2 votes

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  4. Make an easier process for inputting credit card refunds. The cash receipt function should allow a negative balance as there will be times we may have to wait a month or more for a large credit card refund to be able to be posted in MSS because you have to pair it with another cc deposit that is larger.

    2 votes

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  5. In Cash Reciepts, I would like a quick add invoice number box just like the quick add order number box. It takes more time to click on add order. would be much nice to just enter the invoice number.

    2 votes

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  6. Put a system generated note in the order when a card has been charged on an order

    1 vote

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    0 comments  ·  Cash Receipts  ·  Admin →
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  7. right next to the drop down for order number have an add by invoice #

    1 vote

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    0 comments  ·  Cash Receipts  ·  Admin →
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  8. Before our upgrade, we were able to see why type of cash receipt had been applied to an order...Ex..Credit card, check. This made finding that cash receipt very easy. After the upgrade, all the description says is "Cash Receipt" with the cash receipt #. You can look it up this way, but its just another step in finding the payment and seeing how it was applied. Going back to the way it was would be more efficient.

    1 vote

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    0 comments  ·  Cash Receipts  ·  Admin →
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