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MoversSuite Enhancements

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MoversSuite Enhancements

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573 results found

  1. Allow notes to be added to the Movers Suite commission statements so they can add a line about an escrow/reserve balance total etc...

    1 vote

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  2. 2 votes

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  3. 4 votes

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  4. We have multiple branches and sometimes the wrong branch is entered when in revenue entry and you are putting in a revenue item. If it is not caught we get Trial Balance out of Balance between the branches and it causes a lot of time to find out which one it is. It is even worse if the statement processing has already occured and the payment gets applied to a revenue item with the wrong branch. Why does the system allow a branch number other than the order to be put into revenue entry. This causes us a lot of…

    2 votes

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  5. when downloading from United the actual amount on the billing info tab automatically fills in. Please undo this! If you are trying to edit the order while it is still downloading it does not allow you to save any changes and errors out. Also, the actual amount in United is not usually the actual amount that we use in Mover's Suite.

    2 votes

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    0 comments  ·  Billing  ·  Admin →
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  6. Inside the Account Profile General Notes section, you can't use bold or Italics, or underline. It would be great to have this functionality.

    Even better would be font styles, and font sizes so we can really break up the information we would like to put in this "General Notes" area and make it easier to read.

    See attached for the current template of stuff we are putting in the General Notes Section.

    2 votes

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  7. 1 vote

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  8. I was wondering if you could have an icon or tab that directs you to a map on the origin or destination address, like the send email button. I feel this would be efficient during the peak season.

    28 votes

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  9. Add an option to print a list of all orders for specific Account Profiles under Reports/Customer Service.

    1 vote

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  10. We are only able to type so much info under "origin" and so much for "destination". Can we add another column to enter "Additional Special Instructions" , this would print on the bottom of the BOL .

    1 vote

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  11. Adding the hauling docs received field to the local dispatch grid would let the dispatcher know if paperwork has been received or not, withouth having to open the order.

    2 votes

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  12. Allow Revenue Transaction Entry to jump from "Service field" directly to "Invoice Amount" field with one keyboard click (not mouse) (vs having to hit tab 12 times).

    5 votes

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    0 comments  ·  Billing  ·  Admin →
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  13. When entering items in cash receipts, it only list invoice number. When items are moved to payment management it only lists the order number. If something prevents the receipt from being applied in cash receipts, it does not bring payment over matched to the receipt. the user is then forced to use payment management to apply and look up all the invoice numbers,

    1 vote

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  14. In MoversSuite Administration have the Group Duplicate function added to Move Types

    2 votes

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  15. 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

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  16. 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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  17. At the bottom of the sales revenue generated report there should be a grand total at the bottom.

    1 vote

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  18. From UVL PRIC, certain rating downloads (supplementals) have empty Load and Delivery dates. This download deletes the dates in Mover's Suite but it would be nice if those dates would stay as they match the main order.

    4 votes

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  19. 2 votes

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  20. If MS had the function to email the customer a custom survey once the order is complete, that would be awesome.

    6 votes

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