571 results found
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Would like the option to set the default to always hide items on a commercial invoice with option to unhide if we wanted them to show
A lot of commercial work is billed by a bid price, however, we break it down in transactions to go to the correct accounting codes. One code that we use quite often is ‘oversell’ which is where we post the built in profit on the order. Twice recently, the biller forgot to hide the items on the invoice, which as you can imagine caused quite an uproar because of the line titled ‘oversell’. We will be naming this something else so that it does not stand out so much, if the items are not hidden, but it would be really…
3 votes -
Modification to Credit Card procesing
Here are two options for a modification – option 1 is my preference
Option 1
When creating the Electronic Payment batches in Payment Management, put all VISA, MASTERCARD & DISCOVER charges in one batch and AMEX charges in a 2nd batch. Do not have the batches created based on the MSS branch code – put all credit card transactions in one MSS branch (PCIN). Therefore, we could have up to 3 Electronic Payment batches per day – one for refunds, one for AMEX charges and one for VISA, MASTERCARD & DISCOVER. (Amex credit card account numbers begin with a 3)
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3 votes -
Alter coding for customer statements
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 votesCase MOV-277 logged to address this.
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Pre and post authorize credit cards
The credit card system needs to be able to handle Pre and Post Authorizations. Since the payment for local and intra moving is done the day after the move occurs the estimated amount is pre-authorized on the customer's credit card so that we guarantee that we will be able to charge at least the pre-authorized amount after we do the move. The day after the move we do a post-authorization for the final amount, which ties to the pre-auth and clears it out. This is critical to processing locals and intras and we will not be able to fully utilize…
3 votes -
Add the ability to enter multiple Service Codes as a list.
In Add Revenue Item, add the ability to enter multiple Service Codes as a list. Subsequently, Rating Information for each service code could be added/edited by highlighting a service in the list. This would allow a user to enter all Service Codes in a Revenue Group at one time more efficiently than the current process allows. The current process requires the user to setup a new screen for each item.
3 votes -
Add Customer name and Customer number to the local dispatch grid
Add Customer name and Customer number to the local dispatch grid
3 votesDevelopment has logged case MOV-5899 to add the Customer Name and Customer Number to the dispatch grids. Please reference this number on any inquiry you may have.
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Add FIND as an option on the task list or toolbar.
As i do data entry , billing and many other duties on a daily basis. it would greatly help to improve our case load during the upcoming PEAK season. Having an option available to search for Name/ /GBL # or other ways
3 votes -
Add a Shipment/Order Status Column (Booked, Completed, Cancelled, etc.) to the "Account Current Orders" Reports
Add a Shipment/Order Status Column (Booked, Completed, Cancelled, etc.) to the "Account Current Orders/Account Profile" Reports
3 votes -
Show Equipment/Trucks in Dispatch Grid
Through local services we can request number of men, even the type of labor and the type of moving equipment. However, the moving equipment doesn't appear in the dispatch grid. We may have a job requiring 3 men, and 3 tractors w/curtainsides but unless you do right click, you cannot see that information. Doesn't make sense that dispatching software doesn't show you how many trucks you have committed on a single day
3 votes -
Offer a way to get an electronic signature from customers on document.
Like through RightSignature or Docusign. Would be especially helpful for locals that don't go through the van line eAcceptance process.
3 votes -
Show a discount column in revenue entry under transactions.
It would be helpful to show a discount column in revenue entry under transactions. Right now you have to open each transaction to view the discount.
3 votesWe are beginning to plan out a redux of the Transactions grid, which includes adding the Discount field to the grid, as well. Refer to case MOV-5785 to request updates on this project.
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It would be helpful it the ability to edit the revenue items name within a revenue group was returned.
It is fairly common that a number of entries are make in error, for whatever the reason, and, if we are able to change the name to DO NOT USE, audit time will not be wasted trying to figure out what the revenue and adjustments are.
We can still do it with the Edit Revenue Group screen where we click the SAVE button that’s beside the CANCEL button but the SAVE button was removed from the last upgrade from the Edit Revenue Item screen with only the CANCEL BUTTON remaining.
3 votes -
Add the Sales Person, Surveyor, and Revenue Clerk to the Local Dispatch Grid
Add the Sales Person, Surveyor, and Revenue Clerk to the Local Dispatch Grid.
Local Dispatch is a great place to see what orders happened in a set time period. It would be nice to be able to sort orders based on the Sales Person, Surveyor, and/or the Revenue Clerk for a certain time period.
3 votes -
The long distance dispatch is a great tool for transit reports, but it also helps us with quarterly reporting to our clients. Since long di
The long distance dispatch is a great tool for transit reports, but it also helps us with quarterly reporting to our clients.
Since long distance dispatch pulls data from different fields found in order information, I would like to see the lead type added to the long distance dispatch.
Why? Lead source helps us specifically identify what client we are working with. This is particularly important when we work with accounts that send us more than one client. For example, if my national account sends us 15 clients and wants reports on each, having the lead source added to the…
3 votes -
Please modify the report viewer to have the ability to open without having to save it first. This is creating extra work load for us.
Please modify the report viewer to have the ability to open without having to save it first. This is creating extra work load for us.
3 votes -
ability to pay more than 1 sales person and/or OA Surveyor
Sometimes we have reasons that we need to pay more than 1 surveyor on an order, 2 different resident's, resurveys, etc.. Sometimes we have orders where the sales is split between a couple different people. It would be nice to have them both listed on the order. When we enter the commissions now and change the sales person you can't really go back and see the information correctly. See the attached file.
3 votes -
Add the origin and destination city and state to the order number grouping header on the Commission Statement Report
We pay different commissions depending on where the service is located. It would be nice for an auditing position to be able to see the Origin and Destination or an order on the commissions statement so we know if the commission is correct without pulling up the order.
3 votes -
Auto refresh for Local Dispatch Schedule: we would like the local dispatch schedule to auto refresh data every 1/2 hour if possible.
Auto refresh for Local Dispatch Schedule: we would like the local dispatch schedule to auto refresh data every 15 minutes or every 1/2 hour, if possible. The data should also refresh when you change the date range.
3 votes -
In payment management the deposit report should list the customers name
The deposit report should list the customers name. Our agency attaches this report to all the backup of the deposit and it would make a great cover sheet for the deposit if it contained this information. we currently type the customers name in the check number space and the check number in the notes so we can have this information at hands length.
3 votes -
dispatch note
Add a confirmation box before deleting a Dispatch Day Note reminding the user they are deleting the ENTIRE Day Note. Many times a dispatcher has selected a portion of the Day Note and hit the Delete button and been surprised to find the entire note removed.
3 votes
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