Training Center
Page Updated: March 27, 2025
VIDEO TOPICS
Jump to a particular video topic:
APPLICATION OVERVIEW
Videos covering basic usage within MoversSuite and its web-based version MSWeb.GENERAL FUNCTIONALITY
Videos on common functions utilized in several areas within MoversSuite.- Account Profiles
- BI Tool: Creating a Report through EnterpriseBI
- BI Tool: Customization
- BI Tool: Finding Views by Fields
- Document Management
- GDPR: Personal Data Removal
- Order Management: Van Line Orders
- Productivity Pack: Letter Management
- Productivity Pack: MoversSuite Email Service
- Refresh Data Cache
- Security Profiles: Changing a User’s Profile
- Shipper Contact Entry
- Tasks
- Text Messaging
- Third Party Application Error Handling
- User Defined Fields
MOVE MANAGEMENT
Key functional areas and processes of Move Management will be covered in these videos.OFFICE & INDUSTRIAL
These videos provide information and training the MoversSuite Office & Industrial module.
ACCOUNTING & FINANCIAL
Videos covering key Accounting & Financial areas.
- Advanced Rating: Adding a Rate Matrix
- Avalara Sales Tax Solution
- AR Credit & Collections – Basic Functionality & Usage
- Comdata Advance Processing
- Recurring Billing Full Training
- Recurring Billing Overview
- Recurring Billing Administration
- Recurring Billing Setup
- Recurring Billing Generation
- Revenue Entry Overview
CLAIMS
Videos covering key Claims areas.ELECTRONIC & ONLINE PAYMENTS
Videos on setting up and making Electronic and Online Payments through MoversSuite.
- Electronic Payments: Cash Receipts
- Electronic Payments: Pre-Auths and Capture
- Electronic Payments: Process a Payment
- Electronic Payments: Recurring Billing
- Electronic Payments (Admin): Setup Overview
- Electronic Payments (Admin): Customize Electronic Payment Page
- Online Payments (Admin): Customize Online Payments Page
PAYMENT MANAGEMENT
Videos covering key Cash Receipts and Payment Management areas. Refer to the Electronic and Online Payments section for additional, related videos.
REVENUE ENTRY
Videos covering key Revenue Entry areas.
