573 results found
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It would be helpful it the ability to edit the revenue items name within a revenue group was returned.
It is fairly common that a number of entries are make in error, for whatever the reason, and, if we are able to change the name to DO NOT USE, audit time will not be wasted trying to figure out what the revenue and adjustments are.
We can still do it with the Edit Revenue Group screen where we click the SAVE button that’s beside the CANCEL button but the SAVE button was removed from the last upgrade from the Edit Revenue Item screen with only the CANCEL BUTTON remaining.
3 votes -
Change Local Dispatch and assignment of crew members
We would like the ability in local dispatch to know who is still available to schedule.
Currently in Local Dispatch when you assign a crew member to a job, and you select that job - the crew member will be orange in the grid. However, when you click on another job to assign more members those that were assigned to the job before look available again. For small jobs that works as you may double up jobs and crews.
We are just looking for the added option of a color code or a status report.
If a color code. if…3 votes -
Have a field for ACTUAL delivery date, which shows/prints on commission statements.
Delivery dates on commission statements
2 votes -
1 vote
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Add Bookdate as an effective for commissions. This would be useful for computing sales commission plans.
Add Book Date as an Effective Date for commissions. This would be useful for computing sales commission plans.
3 votes -
Edit info for second 3rd party invoices
We would like to be able to edit the date for 3rd party invoices. Currently:
1) Entered a 3rd party invoice.
2) Added another 3rd Party invoice. Selected the first invoice and clicked in the Invoice Number field and edited invoice # and clicked in the amount and changed the amount. Saved this record.
3) Then clicked Edit Item and on the 3rd party invoice created in step 2, changed the date.The enhancement request to change the invoice date in step 2 would save the user from doing step 3.
6 votes -
From Unigroup RORD Import take the Order Discount
From Unigroup RORD Import take the Order Discount
1 vote -
When using the "Find" button it would be nice to see your unbilled orders instead of running a report.
Using the "Find" button then on the Dispatch Information tab so you could pick a date range and what type of authority you were wanting. Once MS pulled the orders you could select one and it would bring you right to the order in Revenue Entry.
2 votes -
allow users to change a group of payment codes on detail processing screen in pymt mgmt
Allow a user to change a group of payment codes on detail processing screen in payment management instead of having to change each code individually on the van line statement
4 votes -
ability to add multiple Modules/Branches at once to Security Profiles.
I would like to be able to select multiple Modules and/or Branches or be able to select add all in the Security Profiles. It takes way too much time to add each Branch and Each Module individually.
1 vote -
Qlab information sync with the Quote module
I would like to see an integration between Qlab and the MS Quote module so that the items selected in MS auto populate on the Quote module.
1 vote -
Automatically put the Workticket in DM when one is created
We have so many people that need access to the Work Ticket - My main issue is that you need full access to Local Dispatch in order to create a work ticket (I would love this to be fixed), but I have people that just want to view it after it has been created too. I think that this could easily be fixed if when it was created it was automatically uploaded to DM.
1 vote -
Include a Link to MS Order from Dispatch Status Auto Email
Include a Link to MS Order from Dispatch Status Auto Email. We utilize the Dispatch Status field for crew ETAs. Once operations updates the Dispatch Status an auto email is sent to the CSR. It would be helpful if there were a link to that MS order included in that email.
2 votes -
Finance Charges
There needs to be an automated way to post late charges to multiple orders. I am told currently you would have to enter a transaction to each order which would be a tedious task if you had hundreds of orders to apply them to.
7 votes -
make icon alerting a note to a task colored
When making a note to a task, it's very hard to see the icon that alerts you that the task has a note attached to it. It would be helpful if that icon was a different color. Otherwise it blends in.
3 votes -
Bookmarking/editing
Open up Type of move to be book marked and allow users to modify/add to the existing work ticket to customize with verbiage that best fits their needs.
1 voteType of Move is currently a bookmark. Part 2 of this request is to open up the Work Ticket and that is exactly what we plan to provide in the next few months.
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AR Collections- Be able to Separate Collectors on Class ID's for different Branches
If we have different offices that are working with the same customer, we use the same customer ID. It would be great to be able to assign the collector based on the Class ID and the branch.
1 vote -
ability to run a report to see how much revenue was entered by each person that generated revenue, not just the Revenue Clerk.
We will have a few different Revenue Clerks on the same order. For instance if we performed OA work then 1 person enters that revenue, if we hauled the shipment another person enters that revenue, if it is a booker release order then someone else actually audits and sends the invoice, if it goes into storage someone else enters revenue. I would like to be able to get a more accurate account of how much work is actually being processed by each person. Please let me know if there is anything currently available that i could use.
1 vote -
In Cash Reciepts, I would like a quick add invoice number box just like the quick add order number box.
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 -
Notes documentation for completed tasks
As tasks are completed pop up the Notes dialog that allows the users to document how the task was completed. Such as spoke to shipper about packing. At the same time allow the note to be uploaded to a van line notes system where an upload is available
2 votes
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