566 results found
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Allow "Hauling Documents Received" Date as a Dependency Date for Tasks
Reasoning behind this would be that when the hauling documents are received, a task would prompt the revenue processor assigned to the order to process the shipment (Scan docs to corporate, book revenue, close order.)
1 voteWe implemented a feature that allows you to create tasks when documents of a certain type are added to the system, either manually or through a van line download. This feature was implemented in MoversSuite 2020 R06 and is described under the Enhancements section: http://www.ewsgroup.com/moverssuite/support/onlinehelp/2020R06/#!WordDocuments/version2020r06enhancements.htm
Let me know if you think this is a better solution than adding the Hauling Documents Received Date.
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Allow Van Line Statements to Apply to the Order
We would like to be able to import a statement and apply it directly to an order to the default customer ID without touching all of the transacitons,
1 vote -
Default Customer ID on Unapplied amount
In Payment Management when applying a payment as an unapplied amount, change the default customer ID to the default customer ID on the order. Being a dual agent, its a very cumbersome process to apply a statement. When an Allied registered order is paid on a North American statement, it requires you to change the customer ID for unapplied amounts otherwise a transfer is necessary. Touching hundreds of transactions is tough enough and this would help a great deal.
1 vote -
1 vote
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generate the potential customers email address when you receive an email with a new sales lead
ability to show the "leads" email address when a sales person receives the email for a new lead.
1 vote -
new dependency date for tasks
set up new dependency dates of bill date and invoice date so billers can use tasks based on those dates
1 vote -
Allow the "Branch" to be changed...
Allow the "Branch" to be changed if incorrect branch is downloaded or chosen without having to call MoversSuite and convince them change it for us, because they are not supposed to. If the change can be done, why not allow the employee to make the necessary changes, without having to bother MoversSuite and take 30 minutes to an hour to wait for this change to allow us to continue working on this order. Because orders are never actually "cancelled", if the order has to be entered a second time using the correct branch number, we are left with a confusing…
1 vote -
Claims Drop Down Box for Claim file History does not work
The Drop Down Find Box in the Claims Module is not functioning. This same drop down box works well in the Order Information and provides all orders the user has accessed that day. However, there is no information accruing in the Claims Module. Without the function of the drop down box, the USE SEARCH CRITERIA FROM THE PREVIOUS FIND is also not helpful. Could you please correct this in the next update?
1 vote -
Have the option to include DOCS when duplicating an order.
We have multiple locations involved in a move. When duplicating the move we would like to have all of the documents in the duplicate order. Like we can included the order notes now, same idea just also be able to select to include the documents attached to an order when duplicating.
1 vote -
Additional box in Account Profile contacts
There are sometimes multiple contacts, billing, on jobsite, etc. An additional box that would identify which contact is which would be helpful
1 vote -
Capture the van location data from UVL
UVL currently provides van location (rudimentary GPS) data in their download stream. It would be really useful for Mover's Suite to capture that data so Dispatch and Safety have access to it.
1 vote -
Having "set up lead" or similar as a dependency date in tasks
When working with national account moves, before customer has set dates, it would be good to have dependency date based on the lead set up in MS to set up tasks, such as contacting OA, getting estimate scheduled, going over estimate info with customer or account ,etc.
1 vote -
Duplicated Order Notes - not all notes
Have a checkbox on each note (default checked) that denotes whether or not that note can be duplicated. Allows for notes that make no sense duplicated (Credit Checks for instance) to be kept off a duplicate order.
1 vote -
On the MS Order Transaction report, show subtotals for each payable ID, please.
Show the subtotals of each commissionable party in the Payable column at the bottom of the MS Order Transactions Report.
Having the system add and show the subtotal payable for each commissionable ID helps revenue clerks and the controller who use this report, and saves time by not having to manually add up these amounts. Thank you.1 vote -
Being able to export task to Word or Excel
Is there a way to export your daily task list to Excel or Word?
1 vote -
Active Title Bar on MoversSuite Window - not readable - black text black background
We are using the EWS Hosted version and the MSS program active window's title bar has black text on a black/dark grey background is not legible.
1 vote -
Payment management/UVL Statement
Instead of post all unbilled revenue to UNAPPILED...
Is possible to get the ablility to post paid revenue to an item code
(eg: Destination revenue like dest. handling factors)1 vote -
local dispatch grid
Phone number columns in local dispatch based on phone number ranking -
1 & 2 ranked phone numbers are the phone number columns instead of orgin, origin work, dest & dest work.1 vote -
Add a column to the Payment Mgmt - Batch Mgmt tab for the Cash/Clearing Acct .
It would be nice to have a column on the Batch Management tab for the Cash/Clearing Acct so you glance quickly to see what account was used without clicking the detail button.
1 vote -
Put back the "auto apply" feature that would allow you to apply to all the oldest invoice on all selected reg numbers
When a vender pays a large number of invoices on one check you should be able to hit auto apply and have MS apply the outstanding balance of the payment to all of the invoices selected in cash receipts. In the new payment management you have to click on each invoice to apply. The government and some other large companies can pay up to 50 invoices at once. That was one click on auto apply in the old payment management but 50 clicks to apply in the new.
1 vote
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