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MoversSuite Enhancements

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MoversSuite Enhancements

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  1. While I love the ability to create a custom work ticket based on our specific needs, the crew table is not functional in that while it allows space for the crew to handwrite in their arrival, breaks, departure, etc. It does not include a column for total hours. This needs to be available for the crew tables in both order information and O&I.

    Secondly, the printing of a custom work ticket requires that the user select whether to open as a document or email. This is not necessary and should only open as a document thus eliminating a step which…

    2 votes

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    0 comments  ·  Dispatch  ·  Admin →
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  2. It would be beneficial if we could create a bunch of Driver Statements at one time versus having to do them one at a time. In the drop down box for selection, have a check box next to each Driver so they can be selected all at once for that particular date.

    Also, having the capability to then email the statements in bulk that are finalized with the email address in their Personnel record or GP Vendor record. See Francis for details

    1 vote

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  3. It would be great to be able to add columns under compare orders reporting. Adding columns such as shipment weight, or origin address and destination address would be super helpful!

    1 vote

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    0 comments  ·  Move Management  ·  Admin →
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  4. Would like to remove the "Additional Activities" section under Jobs if the crew member has a job assigned as Current.

    2 votes

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  5. If the BEGIN BILLING DATE and DATE IN of a billing record is not entered, invoices will not generate. However, there is no alert or notice given to the user if they miss these fields. Please allow us to set these fields as mandatory when creating a billing record. We need the user to be alerted if they fail to enter all required data.

    3 votes

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  6. On the Revenue Transaction Errors Report, we would like to see the expense GL Account that needs to be set up. Currently the report just shows FirstCommGLNumber is not Dynamics GP. Unable to generate FirstCommGLNumber.

    2 votes

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    0 comments  ·  Reporting  ·  Admin →
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  7. Please add this to the required fields option

    1 vote

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    0 comments  ·  Reporting  ·  Admin →
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  8. When dates are entered into Moverssuite (move information tab); “MSS Order Status” should automatically change from Will Advise to Booked.

    2 votes

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  9. When trying to fill out documents it becomes very cumbersome to constantly swap back to the “add signature/notation”. It would be very nice if I could write directly onto the document with the stylus.

    Perhaps there could be a way to switch between viewing/moving the document around on the screen and a writing mode. Customers also seem to get annoyed having to constantly swap back and forth from the document to the “add signature/notation” page.

    2 votes

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  10. 3 votes

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  11. Recurring billing invoices should show any balances due on the invoice in addition to the new charges. Creating an invoice is great and all but it would be better if we could also show the customer any of their charges that also still remain unpaid. This can be just the total and not a line by line detail. Something along the line of "Past Due Balance as of (insert date of recurring billing generation)"

    4 votes

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  12. We would like the ability to add check marks or initials to an excel document shared into MSCrew.

    If not then allow PDF documents to rotate with the screen so it makes the document larger and allow a free form check mark that will be of comparable size to the document so you don't have a giant check mark that is significantly larger than available spaces within a document.

    1 vote

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  13. I would like to suggest that the AR# show up in the description line or add another column for the AR# next to the description. There are often times that within an order number/file that I have to invoice several different AR# for that particular file, having the AR# show up in the description line will save from having to click Edit to see which AR that particular charge is for.

    3 votes

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    0 comments  ·  Billing  ·  Admin →
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  14. I’ve found a few bugs while trying to add signatures and notations to documents.

    1. The app will delete what Signatures and notations without the clear button being pressed. I’ve even double checked my hands were away from the button. It happens often and I have to write the same thing 2-3 times just to get it to onto the page. A customer had to sign her name 5 times for one signature because it kept deleting.

    2. While it seems to do fine with numbers, words and lines get distorted and expanded into nearly unrecognizable gibberish. I’ve tried to draw a…

    1 vote

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  15. Can you make the font larger? The special instructions are hard to read

    1 vote

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  16. Would like to see Special Instructions on the front page of the app like the Service Instruction are.

    6 votes

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    1 comment  ·  Dispatch  ·  Admin →
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  17. create an app for the texting module, so the people involved in the move can monitor/reply to customers after hours/weekends without login into MS client.

    3 votes

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  18. Right now, the commissions follow the revenues for the revenue branch for any revenues posted. However, we need the ability to "force" commissions to apply to their default branch as set in administration, personnel and not charge to the A/R branch. In administration, personnel, there should be an option either under the accounting tab or the branches tab to set that all commissions are charged to the default branch.

    Right now at the end of the month, we have to do journal entries in GP to move the commissions to the correct branch which is tedious and very time consuming.

    1 vote

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  19. In the MSCrew app on the Job Summary doc, add an editable field below the signature where the name of the signer can be entered so it is legible.

    5 votes

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    1 comment  ·  Dispatch  ·  Admin →
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  20. On the locations grid under Contacts and Locations, include a column for the Location Address Type.

    1 vote

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