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MoversSuite Enhancements

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MoversSuite Enhancements

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  1. On your statements, it seems that your system is only filtering by zero balance order numbers. For accounts that have recurring or multiple invoices under a particular order number, only having a filter for zero balance orders doesn't work unfortunately. If the order number has a balance, your system seems to be keeping all the activity that has taken place on that order number and is displaying it on the statement. When running the statement, it is creating equal debit and credit balances for every invoice the customer has ever received. A customer who owes one invoice could get a…

    3 votes

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  2. The credit card system needs to be able to handle Pre and Post Authorizations. Since the payment for local and intra moving is done the day after the move occurs the estimated amount is pre-authorized on the customer's credit card so that we guarantee that we will be able to charge at least the pre-authorized amount after we do the move. The day after the move we do a post-authorization for the final amount, which ties to the pre-auth and clears it out. This is critical to processing locals and intras and we will not be able to fully utilize…

    3 votes

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    1 comment  ·  Admin →
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  3. A lot of commercial work is billed by a bid price, however, we break it down in transactions to go to the correct accounting codes. One code that we use quite often is ‘oversell’ which is where we post the built in profit on the order. Twice recently, the biller forgot to hide the items on the invoice, which as you can imagine caused quite an uproar because of the line titled ‘oversell’. We will be naming this something else so that it does not stand out so much, if the items are not hidden, but it would be really…

    3 votes

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    0 comments  ·  Billing  ·  Admin →
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  4. When adding reductions make the Add Back as Item Code default to the Order Branch and Division, or the AR Branch and Division

    6 votes

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    0 comments  ·  Billing  ·  Admin →
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  5. It would be beneficial if we could add images into the special instructions for commercial jobs. Images would print out on the guys paperwork that they could view before heading out to the jobsite. Images could show large pieces of equipment that needs to be moved or maybe the access of the jobsite.

    5 votes

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    0 comments  ·  Dispatch  ·  Admin →
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  6. We would like the ability to build drop down lists to limit the data that can be entered into the user defined fields in Order Information

    6 votes

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  7. We base a lot of new pricing and commissions policies on order creation date. We would like to see this date some where in the Revenue Entry module

    1 vote

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  8. In Add Revenue Item, add the ability to enter multiple Service Codes as a list. Subsequently, Rating Information for each service code could be added/edited by highlighting a service in the list. This would allow a user to enter all Service Codes in a Revenue Group at one time more efficiently than the current process allows. The current process requires the user to setup a new screen for each item.

    3 votes

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    0 comments  ·  Billing  ·  Admin →
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  9. 2 votes

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  10. I have the hardest time, remember to look for the three little dots (...) when looking at the Crew Names in the Local Services Tab. I Didn't even notice them for years. And even with a post-it, it's hard to remember to look every time. I understand that keeping it to 3 lines, maybe be nice for dispatch screen, but when in the order screen I would like to see all crew members, all the time.

    4 votes

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  11. so it will store in document management. This will allow the office staff to communicate with the drivers in writing about shipment details as they occur, especially LD drivers.

    2 votes

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  12. I think the Move Type field would be a good addition to be added into the Account Profile as a field that you could set the default for. Now that I am writing this it would be nice to include the commodity and authority and maybe even the shipment type. :) I need more information to be defaulted so orders will be entered correctly.

    20 votes

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  13. Within the Dispatch Satus column expand the start times to 3 hours for State Department (9-12

    2 votes

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    0 comments  ·  Dispatch  ·  Admin →
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  14. Example: packing has different item codes so it would be nice to have a total by revenue group to get the total so you don't have to manual calculate the total

    15 votes

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    0 comments  ·  Billing  ·  Admin →
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  15. option to just drag the attachment to the doc man icon and have it auto bring up the description.

    8 votes

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  16. Add Customer name and Customer number to the local dispatch grid

    3 votes

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    1 comment  ·  Dispatch  ·  Admin →
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  17. Currently the load start date defaults to today in the LD Dispatch Module. This can cause orders not to show on the LD Dispatch screen if the start date has passed. You then have to go in and manually update the date each time and causes orders to be missed and go unassigned.

    2 votes

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    0 comments  ·  Dispatch  ·  Admin →
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  18. GP order inquiry-Add order number
    The GP Order Inquiry report previously had the document number which included the order number /sequential number. It could be used to see if documents were applied across order numbers. With the doc number no longer including the order number there isn't a standard report to see if items were applied across AR order numbers

    2 votes

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    0 comments  ·  Reporting  ·  Admin →
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  19. Add a date field for tracking the TSA approval for crew members.

    2 votes

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    0 comments  ·  Dispatch  ·  Admin →
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  20. Some thoughts for improvement of the import process
    *Show all the transactions even those that have been matched up, OR, at least give the option to "Show All"
    *Have capability to "sort" during the import process which will help with transaction coding.
    *Show net total of the statement before hitting the "Import" button. I almost made the mistake of importing when I had inadvertently left one of the payment lines in the text file. No way of knowing that before importing
    *Make negatives red when splitting the statement
    * Why do NAVL Drivers Services invoices show up as Receivables instead…

    2 votes

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