559 results found
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Add a place to indicate Storage Coordinator in the SIT section of the SIT/Recurring Billing Tab
It would be helpful to have a place to indicate the storage coordinator/clerk in the SIT section and based on the date in and days authorized have the system send a notification in some form to the assigned storage coordinator/clerk several days in advance of conversion to perm date.
2 votes -
35 votes
We anticipate rolling out a web-based solution for coordinators by the end of 2021. We are hopeful that this new product will improve your screen space to work better for you.
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Allow Order information to load when double clicking move from task list
It would be nice to be able to double click on a task and it open up the order information
39 votes -
invoice
when you copy and invoice it would be nice if we could change the bill to
6 votes -
email option in notes
This would provide better communication within the organization, especially for requests that need immediate attention and also need to be recorded in movers' suite.
10 votes -
Bold Tabs in Order Entry
similar to when buttons are bold when there is info behind them, can this also be done for the tabs in Order Entry and/or Billing?
4 votes -
allow voiding notes when entered on wrong order
We need to be able to change a status or void a note when it's entered on the wrong order.
69 votes -
4 votes
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Tasks - Revenue Entry
Being a Revenue Cleark, When in a Task and you need to open a particular order MS should direct you to the Revenue Entry portion of the move not Order Information.
3 votesUnfortunately this didn’t make it into our latest task changes. It is still on the queue, not sure when we will do another round of task changes.
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Using Dual Monitors
When using dual monitors, currently any active input boxes (to enter notes, for example) center between the screens. It would be much easier if it would pick a "main" monitor and open in the center of that. OR have a memory of where the user moves the box so that each time we need a box to pop up, it goes to that location on our screen.
When it opens in the center of the two monitors, it's very hard to read.
1 vote -
Tasks in Revenue Entry
I would like to see the task tab moved to be after the summary task located on the bottom right.
17 votesUnfortunately this didn’t make it into our latest task changes. It is still on the queue, not sure when we will do another round of task changes..
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Commission statements
The commission statemets show a commisson total by order. This tells me how much the drivers is getting paid. I want to see a revenue total as well. This will allowe me to check the statements for reasonableness. I could easily compare what the company is getting on commission items to what is being paid to the driver.
1 vote -
Correct Uploading Agent To TransDocs from the Doc Mgmt Viewer
for an agent with multiple branches involved in the same order, we need to have the correct agent uploading ppwk show in TransDocs from the doc mgmt. viewr, not just the sister/booker/origin agent for the order.
This shows corret agent to contact in TransDocs in case of billing or claims or revenue issues.5 votes -
The ability to automatically apply set reductions to revenue Item Codes would be helpful.
For instance, if we add revenue item code 11 hauling, it automatically takes a set reduction for various escrows. Manually apply reductions on each IC which is very intensive and we are looking for a way to improve that process.
2 votes -
Expand the supplement field view on the revenue transaction scree
We have now been on Movers Suite for over 4 years and some of our storage accounts are being billed with supplement numbers over 99. An example is order 253735. When you look at the transaction screen, the supplement number is only two places so it is not showing the entire number of 101, 102 etc. It looks like 10. This is creating problems since the infamous transaction screen does not sort by date and you have to look through all the transactions to find a particular one to reverse etc. Can this field be expanded to three spaces?
2 votes -
Approved agents be available per Military GBLOC in a tab like Contacts. Could assoc for commissions.
Each GBLOC/Base normally will have a list of agents approved to provide services. Just as contacts are added, the idea would be to associate the approved agents to the GBLOC. Next an agent selected from the list of approved agents for the move would display in Revenue Entry for possible commissions due to.
2 votes -
2 votes
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GP Order Inquiry
It would be helpfull to have who posted the cash reciept. so that when trying to collect we can call the person who posted the check and see if there is a reason for short pay if this was attached to the check.
3 votes -
ZIP CODE SEARCH FUNCTION
Add zip code serach function by clicking on "postal code"
2 votes -
reports
When printing the "Dispatching Worksheet" report it would be helpful to have the crew names and equipment numbers on the report.
1 vote
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