554 results found
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From Tasks - Create Go to Claim Tab
Currently, able to go to order from Tasks but need to also go to Claim.
1 vote -
Ability to expand vendor/customer number fields
In the claims module, the vendor and customer number fields will not expand to allow the entire number to be seen. The wrong customer or vendor could be chosen, which creates a payment and a time management problem for both claims and accounting. Expansion of field will solve this problem.
1 vote -
Billable vs payable additional services to vendors - agents
Enhance additional services tab & store info tab to include information about details of vendors-agents accessorial services to include estimated, actual and billable amounts. Have check box to set up payable. This would expedite billing process, help eliminate spreadsheets on rollouts and help eliminate excessive memo pad notes.
5 votes -
Changes to the Driver Advances functionality
1.Have the ability to see by order in one spot:
Total Linehaul
Guideline Percentage (should be variable by agent)
Amount Already AdvancedAbility to turn off the concept of "trip". Dispatch and advance by order.
When changes or cancellations occur on a trip, the advance amount is not consistently applied.
18 votes -
Posted and Unposted Transactions Tab
Would like revenue to have a posted transactions tab and an unposted transactions tab. When transaction are entered, reversed and then re-entered, it is difficult to see what is posted or not especially when adding commissions
14 votesRefer to case MOV-6049 for information on the progress of this request to improve the Transactions grid.
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Notes
ability to show the date of a note when printing out a note or work ticket.
1 vote -
Retained Revenue on Commission Statements
Currently the billing system is designed so a commission can be adjusted without adjusted the corresponding retained revenue. This messes up the retained number because it adds the revenue number into the total retained every time anything is posted to commissions underneath it. This needs to be fixed so that if the revenue is not reversed along with the commission, the commission statements reflects a 0 amount for invoice amount, revenue amount and net amount.
10 votes -
payment management/cash receipts
when keying cash receipts we key a check number but unable to search by that check number when researching.
2 votes -
Claims Reversal Entries
After generating transactions in the claims module setup a procedure to reverse the entries if needed like in revenue entry.
18 votes -
Revenue Entry Copy
Add a copy feature to copy revenue detail lines.
4 votes -
Notes - Multiple portions / combined notes
Have a function to see notes from orders with the same main order number segment available without having to go into each portion to view the notes. We have orders with 10+ portions and viewing the notes in one location would be a great time saver.
1 vote -
Task - non-order related
Be able to add a non-order related task. Have this accessible in the order task screen and task module. The difference when adding a non-order related task would be: assigned only to a person / not a role and wouldn't use dependency dates. These tasks would display only in the task module for a the person it was assigned to.
5 votes -
Be able to invoice multiple orders on 1 invoice.
Be able to select unlimited number of orders to appear on one invoice. Store a copy of the invoice with each of the orders selected. On the Aging show each order selected as invoiced. Voiding the invoice on one of the orders, would void all copies of that invoice. Have a note at the bottom of the invoice showing all the order numbers included on that invoice.
3 votes -
Report - Liability and Chargeback by van operator or crew.
Liability and/or Chargeback information by Van Operator or Packer. This can be
pulled from a Vendor number in Order Personnel. It would be beneficial to be
able to query all the claims assessed to a particular Vendor number during a
specific time period, as well as being able to query damage type also.3 votes
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