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MoversSuite Enhancements

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MoversSuite Enhancements

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18 results found

  1. Ability to select to print the AR Collections Report by Aging categories. For example: only balances older than 61+ days; or balances older than 90+ days; etc. This gives ability to produce a smaller collections report targeted on customers with oldest AR balances.

    21 votes

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  2. Ability to print the Activity Log in the Credit and Collections Module. The importance of this is to have a printed log of collection attempts which is required by law when a lien is being placed on individuals household items in storage which will ultimately go to auction.

    9 votes

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  3. Add a column showing the last collection activity date on a customer/invoice. This would allow a manager/collector the ability to get a quick view of what is being worked on or might be missed.

    4 votes

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  4. In the "header" lines of each order number on the AR Credit & Collections report, it would be very helpful to include the Revenue Clerk. There seems to be plenty of room for this to the right of "Shipper", just below "Contact". Adding this information would help identify the Revenue Clerk to which questions may be directed, without having to look up each order. Also, for us, each Revenue Clerk is responsible for their own collections, so showing who is responsible for each order/invoice helps determine who needs to attend to each record of the report.

    4 votes

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  5. 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

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  6. In AR Collection Inquiry Tool, the ability to develop a custom search and allow the end product to be saved for future use. Also, the ability to expand all customer accounts without the complete billing detail. Only show customer name, order number and open invoice numbers.

    3 votes

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  7. On your statements, it seems that your system is only filtering by zero balance order numbers. For accounts that have recurring or multiple invoices under a particular order number, only having a filter for zero balance orders doesn't work unfortunately. If the order number has a balance, your system seems to be keeping all the activity that has taken place on that order number and is displaying it on the statement. When running the statement, it is creating equal debit and credit balances for every invoice the customer has ever received. A customer who owes one invoice could get a…

    3 votes

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  8. Be able to create an alert when a balance of a particular aging buckets or group of buckets gets to a given number.

    3 votes

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  9. Can you look into connecting the "DocViewer" to an AR Credit & Collections Customer? The thinking is it would be nice to upload the "Receivables Report" that a collections rep sends to each customer. That way, if the customer reaches out when the rep is OOO. Someone else can easily send the same report again without having to recreate it.

    2 votes

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  10. If a customer is marked as inactive in GP, that customer should not be able to be chosen in MS on new orders.

    2 votes

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  11. 2 votes

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  12. There needs to be a report created that will capture all of the collections notes that are entered via the ARCC module that will populate the report that is available under Accounting Tools, AR Collections Inquiry. There is no way to monitor from the corporate level the collections activity by account or by branch other than to go into ARCC and open each customer and read the notes under every order. In addition, there is no functionality to even export this information. This needs to be corrected.

    2 votes

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  13. Allow users to create templates for an aging. Right now it's very tedious to go in every time and select what columns/information you want to see.

    2 votes

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  14. By using the Alerts be able to send the customer's invoice by email to all customers checked in the Alert. This will ensure that the customer has received the invoice if they are just 30 days old.

    2 votes

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  15. Add ability to uncheck all collectors in AR Credit & Collections

    2 votes

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  16. Add a filter to add Billed Date in Credit & Collections creating a sortable feature for all orders including ones that 'no invoice' is pulling. This will add an extra level of data for 'real time' order aging when exported and sorted in Excel

    1 vote

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  17. The current customer statement in accounting tools is sorted by invoice number, not by date. This is confusing when you are trying to get a history of the cusotmer's invoices. I suggest sorting this by date, not by invoice number.

    1 vote

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  18. If we have different offices that are working with the same customer, we use the same customer ID. It would be great to be able to assign the collector based on the Class ID and the branch.

    1 vote

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