562 results found
-
Recurring Billing Invoices should show any balance due
Recurring billing invoices should show any balances due on the invoice in addition to the new charges. Creating an invoice is great and all but it would be better if we could also show the customer any of their charges that also still remain unpaid. This can be just the total and not a line by line detail. Something along the line of "Past Due Balance as of (insert date of recurring billing generation)"
4 votes -
O&I Module - Find function
When registering order in the O&I module, you no longer input a "Start Load" date or a "End Load" date, as well as the "From City/State" and "To City/State". Since these fields do not exist in the O&I module and when you try to use the Find function, it becomes tedious and time consuming to locate the order you want since all of those fields appear blank with information . Is there a way you can refine the Find function for O&I module so that it pulls from "Job Start Date", "Job End Date" fields and shows the locations?
2 votesWe have made an initial design to incorporate a new Office & Industrial tab in the Find that would allow you to search by Job Start and End dates along with several other fields. Reference MOV-5831 on any status request you submit to us.
-
O&I Module Dates
It would be helpful to be able to add phases to O&I moves so we can have tasking dates populated based upon each phase. In the Special Services module, we can do this based upon install date. Adding a tab to the O&I Module called "Phases" and allow us to create start/end dates and names for each phase. then allow tasking off of these dates
26 votes -
Have an easy way to send customer statements in mass volume
In my opinion, the Customer Statement Generation is decent and provides valuable information for me and what I need in collections. However, there is no good way to use this tool to send out many statements at once.
We get limited access and functionality in GP for the statement function and we're encouraged to use MS Customer Statement Generation which is fine. But I absolutely need a better way to electronically deliver multiple statements to multiple customers quickly. Our past due A/R is usually around 100+ customers totaling ~1M at any given time. I need to be following up on…
3 votes -
Have a copy of the payment receipt automatically upload to document manager.
When running a card payment, have a copy of the receipt automatically upload to document management. Currently a copy is sent to our outlook inbox. We must then drag it into a file (or desktop) and upload.
28 votesReference case MOV-6130 for development progress on this request.
-
BI Tool Report Design
In the report design I can report off of Order Information as the main category and local services as the secondary. I need to do the opposite. I need to be able to pull retained revenue off of imported worktickets by the workticket by day. I could do this if you allowed order information as a second category on the local services category
24 votes -
allow doubling clicking to open claim items
In the claims module under the claim items tab, fix it so that double clicking an item will allow it to open instead of selecting the item and using the edit button. Just like double clicking above on a claim opens the claim detail to edit.
1 vote -
labels
We need the Stanard labels to have pack dates on them, Not just load date
1 vote -
Monthly Statement
Movers Suite Customer Statements makes you summarize invoices to a specific date instead of just what ever is open. Because of this the Date of the Invoice is made the summarized date instead of what the actual invoice date is. - I would like to either have the summarize button replaced to open invoices or be able to use the actual invoice date not the summarized date.
3 votes -
Create Equipment Module
Create a module for equipment, where you can view/manage equipment much like orders and claims are managed. Where equipment related docs can be uploaded and viewed (like in orders), changes can be updated and tracked, notes can be added and tasks can be created for reminders like inspection or registration.
This would make updating the equipment easier and more user friendly.2 votes -
assign custom order number to a local order vs an auto populated order number
A portion of our local work comes from our client with an order number already assigned. Currently we have to start a new order with type of move as an InterVL in order to select no van line to be able to use the order number provided by the client. Then after the order is entered go in and change it from InterVL to local so it doesn't appear in our long haul dispatch. It would be beneficial if we could select local with no van line and our custom order number from the beginning.
2 votes -
automatic emails
It would be nice to be able to set up form email templates that would auto generate and send based upon criteria in the order. For example, if the Self Haul authorization is changed from yes to no, it would send an email to the trans coordinator. Or if a new order is booked in the system, an email generates to the trans coordinator that it is assigned to. We have multiple locations and a central call center and military offers center the accepts and books shipments on behalf of all of our locations. This simple addition would make things…
25 votes -
MSCrew signatures
In the MSCrew app on the Job Summary doc, add an editable field below the signature where the name of the signer can be entered so it is legible.
5 votes -
MSCrew app - Add Special Instructions to it's own section like Service Instruction.
Would like to see Special Instructions on the front page of the app like the Service Instruction are.
6 votes -
local services
allow local services to be delete/removed, not just cancel . For instances when you enter the wrong dates under options and create 30 services by mistake.
2 votes -
Day Notes
When OTR kicks an order over from Self Haul to Van Line haul, MSuite should email coordinator automatically. We often don't know this has happened until we get a van line notification of driver assignment.
0 votes -
CSV Import
CSV Import Enhancement request. We a are required to include a check number on our cash receipts. We do receive the number on our lock box file but are unable to transfer this data into the current CSV spreadsheet for upload. We are currently manually adding the number. Please let me know if you can update the spreadsheet to include the extra field.
2 votes -
Local Dispatch Special Instructions Update
I would like to be able to add and/or edit special instructions on a Local Service after the crew and equipment has been assigned. Dispatch is always looking at the dispatch board and this would be a way for them to see a change without going into notes.
3 votes -
Ability to add additional SIT information (authorization #, days, expiration, etc.) for shipments with overflows.
Shipments that have an overflow, military often provide 2nd SIT authorization # (or more depending on the number of overflow portions). SIT tab should allow for the additional input of multiple SIT #'s for each overflow instead of having to create an new job order. Typically the whole shipment will deliver out at the same time, and billing would be simplified.
2 votes -
create a column in the GP Order Inquiry to include check/payment numbers. This would be a good tool/report for customers when reconciling
Create a column in the GP Order Inquiry to include check/payment numbers. This would be a good tool/report for customers when reconciling their accounts when exported to excel
3 votes
- Don't see your idea?