559 results found
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Commissions to home branch and not A/R Branch
Right now, the commissions follow the revenues for the revenue branch for any revenues posted. However, we need the ability to "force" commissions to apply to their default branch as set in administration, personnel and not charge to the A/R branch. In administration, personnel, there should be an option either under the accounting tab or the branches tab to set that all commissions are charged to the default branch.
Right now at the end of the month, we have to do journal entries in GP to move the commissions to the correct branch which is tedious and very time consuming.
1 vote -
Grid Change in the O&I Module
On the locations grid under Contacts and Locations, include a column for the Location Address Type.
1 voteGreat suggestion. Added case MOV-5895 to add this column to the Locations grid. Thanks!
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To be able to put Movers suite in training mode.
Having movers suite in training mode would allow employees to learn new tasks such as running credit cards and assigning job numbers using repetitive training techniques.
1 vote -
Increase Purchase Order Number field length
Could the size of the Purchase Order Number field be increased? Maybe to around 50 characters? Some of our customers have started including full GL #s as part of their POs and 30 isn't enough.
1 vote -
Allow a PO Number to be entered on a generated invoice without changing the invoice number
Often in our business, we get a PO number weeks after generating invoices and presenting them to the customer. It would be great if we could pull up an invoice, type a PO number on it and re-save as same invoice number without changing anything else. This way, I could pick the invoice out of a list in the credit and collections screen and email it to our customer with the PO number on it. thank You.
1 vote -
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 -
Update order history instead of amending it on a duplicated order.
I think the main reason to duplicate is to save time on entries for a new order with a lot of the same info so you only have to enter a few things vs. a whole new order.
The order history also duplicates, instead it should update. Update with the new date of the duplicated order and update as the fields are edited so that the order history only reflects a history as if the order was created brand new.
1 vote -
I WOULD LIKE FOR IT TO PROMPT YOU TO MAKE A NOTE WHEN LEAVING ANY ACCOUNT YOU WERE IN. THIS WAY, IT WILL GET USERS USED TO MAKING NOTES!!
IF IT COULD PROMPT YOU TO MAKE A NOTE WHEN LEAVING AN ACCOUNT, OR MAKE YOU LEAVE A NOTE TO EXPLAIN WHY YOU WERE IN AN ACCOUNT. ALSO, IF YOU COULD LEAVE HOT NOTES OR NOTES THAT WOULD POP UP WHEN YOU LOOK AT AN ACCOUNT TO BE SURE IMPORTANT INFORMATION IS SEEN.
1 vote -
do not download or at least flag orders from the van line that are over the customers credit limit.
do not download orders from the Van line that are over the customer's credit limit or that would put the customer over their credit limit
1 vote -
Order history entry
have an entry in Order History when an order is registered/copied from a previous order referencing the copied order number.
1 vote -
1 vote
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provide ability to copy local services
copy a service instead of creating a new one each time. we have customers that that the same services every day for the duration of a project which could be up to a year
1 vote -
Statement invoice description
Need to expand my description on storage bill statement. Customer will not pay us because the description is not complete.
1 vote -
be able to edit payment management batch description prior to posting
be able to edit payment management batch description prior to posting
1 vote -
1 vote
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add Order Details as part of the show/hide/move columns for easier access to view.
Make "Order Details" accessible under show/hide/move columns for easier access.
1 vote -
1 vote
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Add DA information columns to the Tasks screen.
With so many containerized/converted shipments, it would be helpful if we could sort by DA, as well as, OA. This will streamline communication making it easier to ask about all orders on any given day with one call/email.
1 vote -
Please add bookmarks for the Stored at Addresses from SIT
Please add bookmarks for the Stored at Address, stored at City, stored at State, and stored at Zip
1 vote
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