549 results found
Allow Revenue Transactions to jump from "Service field" directly to "Invoice Amount" field with one click (vs having to hit tab 12 times).
Allow Revenue Transaction Entry to jump from "Service field" directly to "Invoice Amount" field with one keyboard click (not mouse) (vs having to hit tab 12 times).5 votes
Correct Uploading Agent To TransDocs from the Doc Mgmt Viewer
for an agent with multiple branches involved in the same order, we need to have the correct agent uploading ppwk show in TransDocs from the doc mgmt. viewr, not just the sister/booker/origin agent for the order.
This shows corret agent to contact in TransDocs in case of billing or claims or revenue issues.5 votes
Billable vs payable additional services to vendors - agents
Enhance additional services tab & store info tab to include information about details of vendors-agents accessorial services to include estimated, actual and billable amounts. Have check box to set up payable. This would expedite billing process, help eliminate spreadsheets on rollouts and help eliminate excessive memo pad notes.5 votes
Generic Revenue Import - Add optional revenue details to import
Update the Generic Revenue Import to include additional details of the revenue being imported. Currently, as of Version 2021 R18, you can import invoice date, item code, amount, and date, but it would be nice to also open this up to the following detail line information (field referenced through the Add/Edit Revenue Item dialog):
- Invoice Description
- Rate Type
- Quantity Fields
- Gross Charges (if not setting Quantity and Rate)
(Let the Invoice Amount calculate based on the other factors, i.e. ignore the Amount from the import file)4 votes
Ability to send Crew Start Times through MSCrew
Use the REPORT time field in Local Dispatch. Clicking on Assigned Crew, each Crew Member could have their Start Time (Punch In Time) listed as well as WHERE they are supposed to report.4 votes
In MSCrew, allow crew lead to see where crew is reporting.
Are crew members reporting to warehouse, job site origin, or job site destination? On a large office move, some crew might report directly to job, others to warehouse.4 votesunder review · AdminAlex Ruppe (Admin, MoversSuite) responded
This is a great suggestion. We will look into it. Reference case MOV-6133 for future inquiries.
It would be great to have a place where we could enter emergency contact info in the personnel tab. Having a place our staff can quickly and easily grab this about our drivers when it is needed would help greatly if it becomes needed.4 votes
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
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.4 votes
Revenue Module: able to view the estimated dates
I spend my day in the revenue module,
I would like to be able to view the estimated Load and Delivery dates without going to the Order Information Module. Anyway to add these fields to the shipment Details?4 votes
It would be nice to have a field "address" added to the Find box on the Order Information module.4 votes
make emails sent thru MS an actual physical email in lieu of pdf doc in images
make emails sent thru MS an actual physical email in lieu of pdf doc in images. Would like to take actual email and continue from that email.4 votes
Add instant messaging
By adding instant messaging to the main UI, this will allow quick communication in between users/groups. It would allow users to message someone or group of users with a quick question. This will free up time for the user.4 votes
Please add Estimated Amount as a required field in administration
Please add "Estimated Amount" field to Field Requirement's in administration as an option. This will useful for our billing efforts as well as other reporting.4 votesplanned · AdminAlex Ruppe (Admin, MoversSuite) responded
Case MOV-6016 logged for requests to add to the list of required fields.
Local Services Crew Names Auto Expanded
I have the hardest time, remember to look for the three little dots (...) when looking at the Crew Names in the Local Services Tab. I Didn't even notice them for years. And even with a post-it, it's hard to remember to look every time. I understand that keeping it to 3 lines, maybe be nice for dispatch screen, but when in the order screen I would like to see all crew members, all the time.4 votes
Add a discount percent field to the quote item
Add a discount percent field to the quote item4 votesunder review · AdminAlex Ruppe (Admin, MoversSuite) responded
An enhancement case has been logged for this request. Please reference MOV-5937 for updates. Thank you!
Email Options: Read Receipts, Delivery Receipts, Direct Replies to
We would like to see more email options. When we send Invoices or other documents in an email we want to have some kind of confirmation that the receiver Received the email. We also sometimes have an entry level person send emails out, but we would like to have all the replies sent to a different email address. Please let me know if this can be done soon. :)4 votesplanned · AdminAlex Ruppe (Admin, MoversSuite) responded
We plan to deliver some great options and improvements to the emailing services in 2021.
In Revenue Entry when enter a new revenue item after choosing the rate type you should be able to hit tab or enter to get to the Quantity
When we are adding a Revenue Line Item we press tab to get to the next field. Once we choose the rate type, we need to press enter or else the tab goes back up to the branch. Also hitting tab does not always make the Rate Type properly active.4 votes
Add the ability to see the last collections activity date in the AR Collections Inquiry grid
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
Add Revenue Commission - Save and Add
Give the ability to Save and Add all items from the Add Revenue Commission dialog box. With large projects and multiple drivers the system will not auto commission because it will go over 100 %. So we have to add commissions manually and want to be able to add commissions for the salesperson and driver without having to go to the Add Item dropdown every time. It would also be nice to add a new Revenue Item from that same box.4 votes
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