573 results found
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ability to pay more than 1 sales person and/or OA Surveyor
Sometimes we have reasons that we need to pay more than 1 surveyor on an order, 2 different resident's, resurveys, etc.. Sometimes we have orders where the sales is split between a couple different people. It would be nice to have them both listed on the order. When we enter the commissions now and change the sales person you can't really go back and see the information correctly. See the attached file.
3 votes -
Multiple Haulers
We are only able to have one hauler on an order at a time. If another hauler is involved (sit in vs sit out, overflow, apu, ect), we have to add driver to pay them then delete off the order and add the other driver to pay them.
It would be great if we could have more than one and not have to keep going into local dispatch and long haul dispatch to remove and add numerous drivers.
2 votes -
In Cash Reciepts, I would like a quick add invoice number box just like the quick add order number box.
In Cash Reciepts, I would like a quick add invoice number box just like the quick add order number box. It takes more time to click on add order. would be much nice to just enter the invoice number.
2 votes -
Add the origin and destination city and state to the order number grouping header on the Commission Statement Report
We pay different commissions depending on where the service is located. It would be nice for an auditing position to be able to see the Origin and Destination or an order on the commissions statement so we know if the commission is correct without pulling up the order.
3 votes -
Required Note Entry for Task Completion
As Tasks are updated, require that that a Note entry is made. This would work in the same way as required fields.
6 votes -
Notes documentation for completed tasks
As tasks are completed pop up the Notes dialog that allows the users to document how the task was completed. Such as spoke to shipper about packing. At the same time allow the note to be uploaded to a van line notes system where an upload is available
2 votes -
With date dependent tasks, add an option to not include weekends on a task by task basis
One of our MS tasks is a 72 hour call. When we have a shipment packing and/or loading beginning on a Monday, the 72 hr call comes up on the Friday before. While that is technically 72 hrs, the Friday before is when we make our ETA call. We should be making the 72 hr call the Wed. before. Right now we have to manually adj the 72 hr call task date if shipment starts on Monday. Brenda
1 vote -
Add Reductions after posting
Many times we do not know that it is credit card billing until after transactions have been posted. Give us the ability to add reductions at any time and make appropriate adjustments.
8 votes -
Adjustment/Grouping Options
We would like to include detail items on the "adjustment" screen under the transaction tab as well as the "Group" function when generating invoices.
9 votes -
See Preventative control put in place so that employees' time cannot entered into multiple work ticket for the same time frame
Currently, time can be entered into multiple work tickets for the same employee and same time frame, doubling up on labor.
1 vote -
Have a vendor remit to lookup in Msuite for third parties set up to AP vendors
In GP one vendor can have multiple remit to addresses so checks can go to different places for the same vendor ID, if the remit to ID lookup was available in Msuite this could be used on AP coming from revenue entry
2 votes -
Need ability to apply a reduction to recurring billing items because accounts are requesting gross charges but paying net.
Ex: Billing at 4.00 per hundred but payment is coming in at 3.75 per hundred
10 votes -
Required Fields
We need an option on setup to apply only where we are booking agent. When we are the OA all fields we have created as mandatory for us apply upon first edit to other agents order. We do not have this information and cannot update for another agent.
1 vote -
Show the Commodity in the Local Dispatch Module
Show the commodity so we can see if it is a vehicle, household goods, O&I, etc.
2 votes -
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
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