Frequently Asked Questions (FAQ) In this topic, a user will find a list of commonly asked questions along with their answers arranged by subject. Commission Statements FAQ Q: Can the Commission Statement be emailed? A: Yes. A user will need to first select record(s) and save them to a file first. In MoversSuite: 1. Open the Accounting Tools > Commission Statement Management screen, 2. Select and View a statement run and the View Reports screen will appear, 3. Select a record(s) from the left-hand selection pane and it will display within the right-hand viewing pane, 4. Press the Save button and the Save Reports dialog will appear, 5. Select a Save in folder and enter a File name, 6. Press Save to keep the file, 7. Locate and open the file using Microsoft Explorer (Right-mouse click Start and choose Explorer) or reference it through Microsoft Outlook as an email attachment. Tip: To locate and email the file quickly, simply choose the Save again from within the View Reports screen. When the Save Reports window appears, right-mouse click on the file and elect to Send To > Mail Recipient. A new Microsoft Outlook message window will appear with the contents of the email attached. Note: The computer in use must be setup with Microsoft Outlook. Q: Is there a direct way to access the Commission Statement Summary? A: Not at this time. The Commission Statement Summary is available indirectly through the Commission Statement Management interface (MoversSuite > Accounting Tools > Commission Statement Management). When any statement is viewed through the View Reports window, the option appears at the top of each statement as a green hyperlink. Figure 1: Commission Statement Summary within the View Reports window Note: The Commission Statement Summary is the same for all records in the statement batch. FAQs Q: Can the Commission Statement Summary be saved to a file? A: Yes. There is an option when the report is being viewed through the Report Viewer screen to save the file to a Microsoft Excel spreadsheet file. Within the Commission Statement Summary report (see the Commission Statement Report topic) opened in the right-hand view pane of the View Reports window, right-mouse click anywhere in the report data, select Export to Microsoft Excel. Note: The Commssion Statement Summary is an over run summary and is a separate report from the commission statement being viewed. It does not have to be ran for each statement. Q: How can the commission statement be emailed to various parties? A: You will have to save out a PDF file for each person and then attach it to an email, or open the PDF and use the email functionality in Adobe. Right now when you click on the save button the commission statements for whoever are checked will be combined into a single PDF file. So if you want each to be a separate file you need to check them one by one when saving. Q: What if I just want to save, email, print a single page of the commssion statement? The Report Viewer has two separate save, print, and email options that will allow a user to perform these tasks for all selected records or for the single statement being currently viewed. Figure 2: Report Viewer optins for the Commission Statement report Efficient Workflow Solutions, LLC 2 FAQs General Application FAQs Q: What buttons will be listed in bold font when data exists for them? A: Many buttons within MoversSuite will display in bold text font. This indicates that data exists for the current record within the displayed area. If Storage-in-Transit (SIT) data exists for a record, for example, then the Billing Information > SIT Information button will be bold font. The following buttons within MoversSuite will display in bold if data exists behind them: SIT Information Extra Stop (in Order Details dialog only) CPU Estimate (in Order Details dialog only) Special Instructions Shipment Details Trade Show Information Day Note (in Local Dispatch) Assigned Lead Driver (in Local Dispatch) Requested Services (in Local Dispatch) Figure 3: Order Details dialog displaying bolded buttons for Extra Stop, CPU Estimate, and SIT Information Note: More buttons will have this feature enabled for them in future releases of MoversSuite. Q: Does MoversSuite utilize smart text in any of its date fields? A: Yes. All date fields within MoversSuite will recognize the following smart text values. Begin typing “tomorrow” within the Move Information > Pack Dates field, for example, and the application will not only recognize which word a user is typing and auto-fill the remaining letters, but it will also insert the date value for the next calendar day. The table below lists all smart text values available for use in MoversSuite date fields. Note: These smart text values are not case sensitive. Smart Text Value today Description Represents the current date. Efficient Workflow Solutions, LLC 3 FAQs yesterday Represents yesterdays date. tomorrow Represents tomorrows date. Sunday Represents the next Sunday date. Monday Represents the next Monday date. Tuesday Represents the next Tuesday date. Wednesday Represents the next Wednesday date. Thursday Represents the next Thursday date. Friday Represents the next Fridays date. Saturday Represents the next Saturdays date. first Represents the first day of the current week (typically Sunday). second Represents the second day of the current week (typically Monday). third Represents the third day of the current week (typically Tuesday). fourth Represents the fourth day of the current week (typically Wednesday). fifth Represents the fifth day of the current week (typically Thursday). sixth Represents the sixth day of the current week (typically Friday). seventh Represents the seventh day of the current week (typically Saturday). bom Represents the first day of the current month. eom Represents the last day of the current month. now Represents the current date including the current time. (Only works on fields that contain both a date and time value) January Fills in January for the first part of the date. February Fills in February for the first part of the date. March Fills in March for the first part of the date. April Fills in April for the first part of the date. May Fills in May for the first part of the date. June Fills in June for the first part of the date. July Fills in July for the first part of the date. August Fills in August for the first part of the date. September Fills in September for the first part of the date. October Fills in October for the first part of the date. November Fills in November for the first part of the date. December Fills in December for the first part of the date. Efficient Workflow Solutions, LLC 4 FAQs Quote System FAQs Q: Will a quote remain on the system once it is printed? A: Yes. A quote will remain on the system indefinitely. It can, however, be modified or deleted prior to being imported into Revenue Entry. Once imported it cannot be changed or deleted. Note: A user must press the Save button to keep all changes made within the Quote Management interface. Efficient Workflow Solutions, LLC 5 FAQs Software and Hardware Requirements FAQs Q: Is MoversSuite compatible with Window's Vista operating system? A: Version 3.6 and earlier versions of MoversSuite are not compatible with the Microsoft Vista operating system. A Vista machine can be used if the MoversSuite application is being hosted on a terminal server running either the Microsoft Windows XP or Microsoft Windows Server 2003 operating system. However, certain components of MoversSuite will not work properly with Microsoft Vista. Efficient Workflow Solutions, LLC 6 FAQs Support FAQs Q: What are the support hours for MoversSuite Software? A: MoversSuite Software provides phone support Monday through Friday from 7:30 a.m. to 5:30 p.m. Mountain Time (MT – Denver, Colorado). Incidents can be submitted via the Customer Support Website at any time. Q: What is best way to submit a support incident to MoversSuite Software? A: The most efficient method to submit a support incident is through the Customer Support Website. Incidents submitted through the support website are automatically prioritized in the support queue and will be resolved accordingly. Incidents submitted via telephone (with the exception of emergency incidents) are entered into the support queue at the close of business and will be prioritized for resolution the next business day. Efficient Workflow Solutions, LLC 7
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