68 results found
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Customer's alert option
Create a feature in the billing screen that shows the selected customer"s current receivable status. Feature should pull from
Great Plains and/or AR Collection module1 voteResolved by credit alert functionality.
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Letters for Open Office
Letter templates are immensely useful. It would be nice if you could use Open Office Writer instead of Microsoft Word for the automation.
OO Writer can be automated similarly to MS Word.
1 voteWe are adding our own internal editor to handle letters and email that won’t require Microsoft Office.
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Utilization of MoversSuite reports
It would be very helpful if there were some kind of reports to run to verify that people are entering things into MSS in the correct fields and acutally use the program.
1 vote -
Duplicate Lead function for Multiple Agents
We would like to see functionality much like the duplicate order, but to duplicate a lead so we can send a Mayflower and United salesperson, but have 2 distinct leads. This would let us 1) see who is closing the lead, and 2) keep customer service from keying in the same lead twice.
1 voteNot enough support.
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Post negative amount in cash receipts
Ability to post a negative amount to a G/L account from the Cash Receipts module within MS to clear known items. MS only allows you to post the amount of Cash Receipt - Examples: 1. When you have a wire transfer in the amount received is short by the wire fees. 2. Customer takes a credit on their payment 3. Another Agent short pays booking.
1 voteother options are available in PM Apply
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LD Dispatch - local moves
We would like to be able to look up a local move or any other type of move we don't normally have setup to be visible in LD dispatch. Once found we would like to be able to add that order to LD dispatch instead of having to change the move parameters to fake it in to the LD Dispatch screen.
1 voteNo support for this idea.
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Local Service Rating - Revenue Entry
Allow user to togel between local services in this window vrs. having to click on Local Service Rating and the next service.
1 voteno votes
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IGC / MS integration Fix
Fix the integration with IGC to allow a combined United and Mayflower database to be used. This will restore the functionality of the combined agents list on the handheld devices(Treo)
1 voteWe are no longer supporting the IGC integration
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AR Collections w/ Invoice Report Selection
Be able to type a portion or all of the customer's name when selecting which customers to report on.
1 voteno further interest has been shown for this idea
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Lock down liabilty amounts in Claims
Liability & Chargeback - Currently entries that are only liabilities never get locked down. Users can modify indefinitely. These need to be locked down when transactions are generated.
1 voteNo votes.
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Removal Tax ID
I think that Tax ID's should be removed from Payables customers when they are no long used after 2 years. I believe from a security stand point, this would help protect sole proprietor vendors that use their SS number for tax purposes
0 votesThis would be more of GP function.
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0 votes
no additional interest shown
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Have the AR Summary button added to the claims module.
Have the AR Summary button added to the claims module.
0 votes -
0 votes
not enough detail; no interest shown
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0 votes
No support for this at this time.
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Tasks - Would like the ability to drive an email for certain tasks with a template.
For example if the task is to send a follow up email to a shipper with links to take a survey, allow that email to be generated directly from an action on the task.
0 votesno support
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Allow users to easily define the information and text to be used in the order monitor emails.
Today the text that is included in emails that are triggered by the order monitor setting are static and cannot be changed by the user.
0 votesno support
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Give us the option to select what terms are used on Recurring Billing Invoices
Revenue invoicing gives the user the option to choose the terms based on setup in MoversSuite or terms based on setup in GP. The recurring billing invoicing should give this same option.
0 votesno support
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ARCC - Add a notification to the user when a ARCC task is due.
ARCC - Add a notification to the user when a ARCC task is due. A popup reminder or an email would be nice for those who don't work in the module all the time. Some users have multiple functions and may go a day without opening the module.
0 votesNo customer support
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Define required documents in Account Profiles, notify biller when they don't exist on a order.
In conjunction with Document Management, add an ability to define required documents for an Account in Account Profiles. Provide notification to the billing clerk if all required documents do not exist for the order.
0 votesNo customer support
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