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MoversSuite Enhancements

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MoversSuite Enhancements

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558 results found

  1. The hauling mileage, billing weight, origin & destination addresses with cities and states show on invoices, but no zip codes. Auditors prefer that all key pieces of information used to determine basic charges show on the invoice, and zip codes are key pieces of information for this purpose -- especially with some intrastate charges and zip-zone based charges. Thank you.

    5 votes

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    0 comments  ·  Billing  ·  Admin →
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  2. PT fee posted as negative in our revenue. When we receive the payment from the carrier or the vl, they have the same neg amount in the detail of their payment. But yet we can not apply the negative to the negative. Have to apply the negative to unapplied. This causes extra steps to balance out an order.

    5 votes

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  3. After so many invoices are completed for an order, imaging will not allow us to attach other docs we may need. Our invoices are listed in the summary screen, uploading seems to duplicate that information.

    5 votes

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    1 comment  ·  Admin →
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  4. 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

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    0 comments  ·  Billing  ·  Admin →
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  5. 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

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  6. 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

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    1 comment  ·  Admin →
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  7. Be able to add a non-order related task. Have this accessible in the order task screen and task module. The difference when adding a non-order related task would be: assigned only to a person / not a role and wouldn't use dependency dates. These tasks would display only in the task module for a the person it was assigned to.

    5 votes

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    1 comment  ·  Admin →
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  8. 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
    - Rate
    - Gross Charges (if not setting Quantity and Rate)
    - Discount
    (Let the Invoice Amount calculate based on the other factors, i.e. ignore the Amount from the import file)

    4 votes

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    0 comments  ·  Billing  ·  Admin →
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  9. 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

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  10. When hitting Find and then going to Dispatch information to look for orders it would be nice for International to have the option to search by From COUNTRY and To COUNTRY and not just State or Area.

    4 votes

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  11. 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

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  12. 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

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  13. 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

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    1 comment  ·  Billing  ·  Admin →
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  14. It would be nice to have a field "address" added to the Find box on the Order Information module.

    4 votes

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  15. 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

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  16. Can you please add a column for the cheque number to be shown on the GP inquiry.

    4 votes

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    0 comments  ·  Dynamics GP  ·  Admin →
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  17. 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

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  18. 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 votes

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  19. 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

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  20. Add a discount percent field to the quote item

    4 votes

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    0 comments  ·  Billing  ·  Admin →
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