559 results found
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ability to add by invoice # not just order
right next to the drop down for order number have an add by invoice #
1 vote -
1 vote
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NEed to be able to release multiple containers from a shipment at one time not have to release one container at a time.
When attaching containers to an order you can add multiple containers to an order at one time. But when releasing the containers you can only release on container at a time. There needs to be a way to release all the containers assigned to an order at one time.
1 vote -
A summary report that shows the total of vendor commission statements for a date range
A report that shows the total of finalized comm stmts for a date range entered, if this also had the 1099 total from GP it could be used at intervals to make sure the 1099 totals are correct. (The historical comm stmt pulls by doc date not finalized comm stmts and includes items not finalized)
1 vote -
Show leads in Local Dispatch
I would like to be able to show "Lead Source" (as shown on the name, address tab of Order Information) on the dispatch grid for Local Dispatch. Then, my dispatchers and mgt. are aware of the relationship for each move. Can you tell me if this is on the drawing board?
(If not, how much to custom program?)2 votes -
Leave the column that is selected highlighted in blue even while switching to a different window. Helps for referencing the order number
When you click on the job to view the details it highlights in blue so that you know which order you selected. Well when i switch windows to look up the order in HOD it goes away and i am stuck searching for the order. It would just make it so much easier if it would stay highlighted all the time that way the user could refernce the order info quickly until the user clicked on a different order
2 votes -
job costing setup option
In job costing setup we have option of specific pay or average wage by labor type. We would like to have third option of wage average by branch/agency when multiple locations.
2 votes -
Auto refresh for Local Dispatch Schedule: we would like the local dispatch schedule to auto refresh data every 1/2 hour if possible.
Auto refresh for Local Dispatch Schedule: we would like the local dispatch schedule to auto refresh data every 15 minutes or every 1/2 hour, if possible. The data should also refresh when you change the date range.
3 votes -
Allow notes to be added to the Movers Suite commission statements
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 -
Add Information button next to the bases on the Military/Government Tab
The fields that have the “…” buttons shown next to them, why are those not a click-able button in the view? The user must click “edit” in order to click the button and see what information lives behind it (such as contact information). A specific example that I am referring to lives on the “Military/Government” tab in Order Information. If we tie contact information to a base, the user is unable to view the information unless they are in edit mode. Perhaps this needs an “information” button like the agents do on the “Agents” tab?
2 votes -
In payment management the deposit report should list the customers name
The deposit report should list the customers name. Our agency attaches this report to all the backup of the deposit and it would make a great cover sheet for the deposit if it contained this information. we currently type the customers name in the check number space and the check number in the notes so we can have this information at hands length.
3 votes -
2 votes
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1 vote
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dispatch note
Add a confirmation box before deleting a Dispatch Day Note reminding the user they are deleting the ENTIRE Day Note. Many times a dispatcher has selected a portion of the Day Note and hit the Delete button and been surprised to find the entire note removed.
3 votes -
Enhance the General Notes section of the Account Profile
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 -
In Bank Rec
When clicking off items in Bank Rec UNMARKED mode, please have the system STOP redisplaying right after you click to go to the next item. It makes this process real inefficient as the screen jumps all over the place
2 votes -
Add an inventory lot # to order information and have that be a searchable field in "find".
Having an area to record an inventory lot # in order information and have that be a searchable field in "find" order would be very useful.
4 votes -
Add an auto-calc feature for revenue entry adjustments.
When the adjustments button is used to adjust a revenue item, it would be useful to have an auto-calc feature.
For example, assume an original revenue item was $102.27 and it was adjusted and became $105.31. If an auto-calc could be done where you enter what the "adjusted" total should be, the system would see that a positive adjustment should be made in the amount of $3.04.
5 votes -
Screen should stay on the tab you are on when you go from one order to another.
If looking at the Transactions tab on an order, stay at Transactions tab on next order. I need to look at the transactions of multiple orders. I use the drop box, type my order number and hit Enter to get to the next order. But then I have to click onto the Transactions tab again. Staying on the same tab from order to order would help.
10 votes -
Add an option to print reports for Account Profiles
Add an option to print a list of all orders for specific Account Profiles under Reports/Customer Service.
1 vote
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