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MoversSuite Enhancements

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MoversSuite Enhancements

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558 results found

  1. When in mobile crew time in local dispatch it would be helpful to have all the crew listed and not just the crew that have punches. This way if you have a guy in the warehouse that forgot to punch in it would be easier for the dispatcher to catch and correct.

    2 votes

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    0 comments  ·  Dispatch  ·  Admin →
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  2. Add Revenue Clerk on order to Contacts.
    Our Revenue Clerk is assisting with pricing out the orders for the crew when they are onsite with the customer. We would like for the Revenue Clerk to be added to the list of the Contacts viewable under assistance.

    1 vote

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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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    0 comments  ·  Billing  ·  Admin →
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  4. In Document Management when you right click and choose "Send to Email", I would like the email subject to include the Order Number, PO Number, and Shipper Name.

    2 votes

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  5. Can you please change it so that we can change a positive credit card batch to go to a clearing account. It is so stupid that on a batch with a negative total which contains both a positive batch and a negative batch that I have to have both the positive and negative entries in my check register when it was actually a single negative entry. Using the clearing account would allow you to make a single bank transaction entry in GP for the CORRECT amount.

    1 vote

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  6. I would like to run a BI report on Journal Date and not Billed Date

    1 vote

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    0 comments  ·  Reporting  ·  Admin →
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  7. When entering an order, add a feature that when you accidently click on cancel, instead of save a pop up window shows up and asks “Are you sure you want to cancel?”

    1 vote

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    0 comments  ·  Move Management  ·  Admin →
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  8. 2017 r18 you guys updated us so we can print multiple work tickets. That functionality has gone away. we would like it back....PLEASE

    2 votes

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  9. Allow Driver reports and Sales reports the option to reopen the month. Currently there is no tracking on who finalized a month and its a pain Operationally when this happens. Anyone can click on finalize.

    1 vote

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  10. 2 votes

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  11. It would be nice to be able to generate tasks on trips and to also be able to upload documents based upon a trip and not the individual orders.

    The tasking would allow us to assign tasks to individuals reminding them of turning in paperwork, etc.

    The documents per trip would be specific trip documents (receipts, fuel, etc) and not order specific documents.

    1 vote

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  12. would like to see the ACTUAL load date column on the long dist dispatch screen. Very important info. You have a preferred and assign on...but no actual.

    2 votes

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    0 comments  ·  Dispatch  ·  Admin →
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  13. 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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    0 comments  ·  Billing  ·  Admin →
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  14. I'm lookin in the SIT Information for a place to add an SIT Conversion Date (this is based on the tariff regulations). There is an SIT Expiration Date, but we also need a SIT Conversion date. We should be able to pull a report and see what orders need to be converted at any time.

    7 votes

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  15. When a order is added in MS based on the branch of the order a default house account sales id would be added to the order. This could be changed if needed but no salesperson is added to an order the revenue associated to the order would go to the House Account bucket.

    1 vote

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    0 comments  ·  Move Management  ·  Admin →
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  16. Our Account Profiles have longer descriptions than what we are able to see. There is nothing to the right of the Account Profile in the Order Information or Revenue Entry Modules. Would you please increase this to match the size of the field so we can see the whole description?

    2 votes

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  17. Today the MoversSuite data model doesn't support RMCs and their locations. This forces our group to put RMC data into Accounts making later selection and downstream reporting very difficult. Instead we have to use multiple User Defined labels to separate them out. This causes customer service reps to frequently select the wrong one which could apply a number of other rules to or effects to the order. If the model was changed to incorporate RMCs as well as RMC locations and Account locations this would enable us to better ensure we didn't apply incorrect business logic in MoversSuite.

    Please see…

    2 votes

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  18. Add security to notes by Note Type so not everyone has access to a note. For example we would use a note type of Commissions for explanations how a sales commission was calculated, but we do not need everyone in the organization knowing how much sales people make.

    1 vote

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  19. 2 votes

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  20. 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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    0 comments  ·  Billing  ·  Admin →
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