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MoversSuite Enhancements

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MoversSuite Enhancements

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61 results found

  1. 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 votes

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  2. Generic Revenue Import: Allow for paying Local Contractors with out having to dispatch through Local Dispatch. We are looking for easier more efficient ways to enter revenue and pay commissions as needed when we have to invoice in outside systems. We have current logistics customers where we have to dispatch -> invoice from their system. We still need to get that information in Movers Suite. With the Generic Import it would be great if we could have the import add commissions to the local contractor who performed the work without assigning them to the order in MoversSuite Local Dispatch.

    2 votes

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  3. Update the Generic Revenue Import to include additional details of the revenue being imported. Currently, as of Version 2021 R18, you can import invoice date, item code, amount, and date, but it would be nice to also open this up to the following detail line information (field referenced through the Add/Edit Revenue Item dialog):
    - Invoice Description
    - Rate Type
    - Quantity Fields
    - Rate
    - Gross Charges (if not setting Quantity and Rate)
    - Discount
    (Let the Invoice Amount calculate based on the other factors, i.e. ignore the Amount from the import file)

    4 votes

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  4. Give us the ability to sort the Revenue Groups in the drop down list, either alpha/numeric or even better yet, give us the ability to set the order it shows in the drop down list.

    2 votes

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  5. we have jobs with multiple services a day, with multiple days and even weeks of service. When billing, it would be helpful to have work tickets that have already been attached to a service highlighted or grayed out or identified in some way on the drop down in the Add Revenue Tab

    6 votes

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  6. We need to be able to set Multiple Due Date Terms on our invoices per each Branch. We have some that are Net 10, Due Upon receipt, Net 30, Net 60. At the moment we have to fix these items in Adobe before they invoices are sent to the customers. We would like to be able to pick our terms on the invoices, with a default to net 30 for all invoices

    3 votes

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  7. We should not have to enter the Customer email again in MS for purposes of mailing monthly storage invoices, when it has already been entered in GP.

    5 votes

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  8. 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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  9. I spend my day in the revenue module,
    I would like to be able to view the estimated Load and Delivery dates without going to the Order Information Module. Anyway to add these fields to the shipment Details?

    4 votes

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  10. Revenue Entry: Reverse and Reverse All buttons - Include a note attached to each line that was reversed.

    As someone who audits revenue, I want to see why revenue or commissions are being reversed or adjusted. I would like a note to be added at the time the button is pushed instead of click on each note for each line item that is being reversed or adjusted. This is very time consuming.

    5 votes

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  11. In Revenue when using a Group function to reverse commission entries, I would like to be able to add a note that will be entered with each entry on the commission line item. Basically add a reason why I am reversing the entries. Right now I have to click on each Note icon and add the note. This makes the process very time consuming so most people don't add a note as to why they are reversing the commission, but this is important to know why.

    5 votes

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  12. A quote was created in a lead or other order, then a duplicate order was created in error. We would like the ability to copy the quote to the duplicated order or any order for that fact.

    5 votes

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  13. Is there a way that we could add the Estimate number and load date to show up somewhere on the Revenue side so we don’t have to go back and forth through revenue screen to order info. Screen??

    3 votes

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  14. this feature is wasting time for our locations. I'm sure this is a valuable feature for some of your clients however we now have to enter the customer, then click the drop down. if you don't click on the exact line the customer disappears and you have to re enter it. very annoying and for us is not a valuable feature. Please remove this feature for our locations.

    8 votes

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  15. Not all GP Vendors are applicable to Billing. It would be nice to be able to filter by Vendor Type(s) to help prevent bad data in Revenue Entry.

    3 votes

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  16. It would be helpful if we could select a default customer (United Van Lines) in the "Customer" field on the Order information page.

    2 votes

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  17. When information on the SIT tab is changed, it isn't saved in Order History. Can that be included?

    3 votes

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  18. When an order is marked as COMPLETED, but new services are added after that, the order status should change to BOOKED. Or do not allow services to be added to a COMPLETED order.

    8 votes

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    1 comment  ·  Billing  ·  Admin →
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  19. When an existing order's status is changed to COMPLETED and there is ZERO revenue, create a notification to Mgmt.

    7 votes

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    1 comment  ·  Billing  ·  Admin →
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  20. A lot of commercial work is billed by a bid price, however, we break it down in transactions to go to the correct accounting codes. One code that we use quite often is ‘oversell’ which is where we post the built in profit on the order. Twice recently, the biller forgot to hide the items on the invoice, which as you can imagine caused quite an uproar because of the line titled ‘oversell’. We will be naming this something else so that it does not stand out so much, if the items are not hidden, but it would be really…

    3 votes

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