549 results found
Get API functionality to use other ERP's
The ability to use a different ERP (i.e. Sage Intacct) for ease of use.1 vote
Local Service Created By
When running IDLE report, show under the person who created the service based on their log-in vs showing under the order coordinator.
This will allow when there's an idle service to advise the person who created the service instead of the coordinator who may or may not be aware of the service.
I've added the email communication explaining from the case I submitted.1 vote
When a lump sum has been posted to an account for multiple shippers/customers, there is no capability to see how much of that lump sum was applied to each invoice/work order. The remaining balance does no good when trying to research how much has been applied to each shipper/customer.2 votes
Branch Code on CSI cc report
Since the cc charges are by branch in MSS, the branch info should come over on the CSI pay report to make separating charges by branch much easier.1 vote
Add a screen where shop managers can schedule services on equipment. Add a user type of "Shop" that allows access to the equipment admin. Any scheduled equipment services turn the status square red on the dispatch screen.1 vote
Add supporting documents/ files
Ability to add supporting documents/ files to Payment Management deposit batch to support journal/AP/CR entries1 vote
Forms Save as a Word Doc
We would like when we create a form for a specific order for it to save to document management in a editable format.1 vote
Convenience Fee Option
Would like the ability to add a percentage to credit card payments for a convenience fee.1 vote
Locking Online Payment Amount
Ability to lock required payment for customer online payments made. Dont want the ability to change amount that has to be paid.1 vote
BITool - I suggest you add a date category for Last Month /Last Year to compare Last Month to same month in P/Y.
I suggest you add a date category for Last Month /Last Year so that you can compare the same month that would appear when selecting Last Month to the same calendar month for the prior year.1 vote
Clean up Drop down Menu selections
Items that show up within drop down menus in moversuite should be able to be deactivated so they do not show in drop down menus. For example we have many lead sources that are no longer being utilized so we would like to be able to deactivate these items so the drop down menu is cleaner and easy to sort through1 vote
Each attempt to pay via credit card link should create a note if approved or declined. Customers reach out and we have no knowlege of attempts if we can't see them. We live in notes so that would be super helpful.1 vote
Cell Phone Number Required Field on Book
Make Cell Phone number a required field when booking an order1 vote
Docviewer in Collections Module
Can you look into connecting the "DocViewer" to an AR Credit & Collections Customer? The thinking is it would be nice to upload the "Receivables Report" that a collections rep sends to each customer. That way, if the customer reaches out when the rep is OOO. Someone else can easily send the same report again without having to recreate it.2 votes
Filtering Claim Status
You should be able to filter the status options for the claim by alphabetical order, not by creation date. The way it is now makes it hard to navigate should you have a bunch of options.1 vote
Allow us to select multiple claims at once and update their status
I have old status's that I am trying to change, and the viewing window does not allow me to press control and select all so that I can change the status of the claims all at once. In order to delete an old status option, it cannot be in use.. so to have to individually go through thousand of claims is not really an option. I also do not want to just change the one in use either, as it does not pertain to every claim I am selecting.1 vote
Allow more email options when right clicking to send emails in the claims module
I would like to be able to add in other email address options that are available for selection when right clicking and sending an email in the claims module other than email 1 & 2. I would like to be able to have the drivers email, the agents email, etc. so that we can utilize sending information through the claims module in lieu of Outlook.1 vote
Add Liable Party Tab In Claim Items Area
Right now we have to toggle between the liabilities/chargeback section of the claim module in order to see who might be liable for the claim. I would like to have another tab added to the claim item status area that would reflect the driver/branch/agent that we have preliminarily assessed liability to for each item.
To piggyback on this - the bookmarks should allow all of the claim status tabs to be pulled from MS. I would like to see the claim item status, etc. when generating a report.1 vote
Input New Data Entry Areas For Tasks
Create data boxes so that we can document the repair firms name, date assigned to the order, and the date we receive the inspection report.
We should be able to generate tasks that are dependent on the dates input into those fields.1 vote
Can the lead source be made visible on the revenue module
Can the lead source be added to be visible on the revenue entry module? The billers don't use the order info module be need to know the lead source. It would be nice to not have to toggle between the 2 modules.2 votes0 comments · Billing · Admin →
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