561 results found
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Put back the "auto apply" feature that would allow you to apply to all the oldest invoice on all selected reg numbers
When a vender pays a large number of invoices on one check you should be able to hit auto apply and have MS apply the outstanding balance of the payment to all of the invoices selected in cash receipts. In the new payment management you have to click on each invoice to apply. The government and some other large companies can pay up to 50 invoices at once. That was one click on auto apply in the old payment management but 50 clicks to apply in the new.
1 vote -
sort vanline statement transactions by having the positive amount first then any negative amounts listed after the positive amount
sort vanline statement transactions by having the positive amount first then any negative amounts listed after the positive amount to ensure both type of transactions are applied to the same Receivable customer
1 vote -
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.
1 vote -
Add to MS in the C/S verison on the Move Information tap under the auto section a spot for delivery spread
Under the Move Information tap on the left you have the Auto information add a spot to place the delivery spread
2 votes -
Able to create a file folder in document management that is password potected or has a higher level of user security
Create a file folder in document management that is password protected or has a higher level of user security. This would allow us to have customer's personal information stored in a secure file that is not available to all system users. Federal and state laws mandate that personal information is kept in a secured position. Penalties and fines are very high. We have checks, credit card, passport and other information that is gathered and maintained. A secured file within the order would be a welcomed location.
6 votes -
I would like to view all the moves that are assigned to me at a glance in the Contents screen.
If I could view my customers at a glance, I could not only keep track of how much I truly have going on, but it would make it quicker to get to the customers order in MS if they happen to call in but aren't listed in my workflow.
1 vote -
Capture dates and history of Claim Item Status changes with each Claim Item
It would be helpful to see a history of claim status changes with dates and who made the changes. As an item maybe moved from Inspection to In-Progress to Repair Pending to Repaired, each step could be logged so you could track the time it took to handle individual claim items.
1 vote -
Autocreating Forms and Storing within Document Management
With the growing amount of companies getting more and more digital. Hilldrup would like to know if MS will begin researching companies to partner with us to enhance the paperwork side of the system. Currently, we are printing out reports (via order number) and placing a form into a dot matrix printer and making paperwork. This isn't cost efficient nor is it green like a transportation company strives to be. In addition, nor does the paperwork even look professional. We need to the ability to create our forms through templates or even image regulated state forms that create based on…
1 vote -
ability to inactivate a branch
Give the ability to inactivate a branch in revenue processing so an old/outdated branch cannot be selected
7 votes.
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Operational long haul dispatch note
add a note field to the long haul dispatch screen that is just for notes for dispatching shipments from customer service. Example is requested driver by customer. Another example would be has flexible dates, etc.
2 votes -
Tasks in Revenue Entry
I would like to see the task tab moved to be after the summary task located on the bottom right.
17 votesUnfortunately this didn’t make it into our latest task changes. It is still on the queue, not sure when we will do another round of task changes..
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Customer / AR Collections Report
Subject: AR Customer Ageing and Collections Report
The drop down box for selecting an individual customer is so small it becomes a problem to easily scroll through and use. It is further exacerbated because it includes inactive, past customers. Is there a way to make the customer selection drop down larger and exclude inactive customers?
1 vote -
email option in notes
This would provide better communication within the organization, especially for requests that need immediate attention and also need to be recorded in movers' suite.
10 votes -
In revenue entry when you click save and add new that the new screen defaults the cursor to the top for branch.
In revenue entry when you click save and add new that the new screen defaults the cursor to the top for branch.
1 vote -
Ability to pull multiple items into the Receivable tab for a single customer
We can pull multiple items over on the Liability and Chargebacks tab, but the Receivables tab requires each line item to be set up individually. On a very large claim, this is a huge time expense to build the Receivable for an invoice and then, if there is an error, it is difficult to find the error. We would like to be able to pull all items at once to a single customer number. This will save a great deal of time and help to eliminate the possibility of error.
1 vote -
1 vote
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add the customer's name
add customer's name
1 vote -
Duplicate Order Branch Change
We have multiple Branches and sometimes one of the branches does one part of the move and another branch does something else on the move. We Duplicate the order , but then we have to run a report that Matt set up for us to change the branch. We would like you to give the option to change the branch when you duplicate an order.
2 votes -
Add Sevice Type in the Local Dispatch Grid.
Add Sevice Type in the Local Dispatch Grid.
1 vote -
invoice
when you copy and invoice it would be nice if we could change the bill to
6 votes
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