Move Administer Version 1412 Released
Move Administer version 0.0.0.1412 is officially released today.
History of Changes (1407 to 1412)
Move Administer
Quotations
ADDITION: Where applicable insured removers can now select between Indemnity or New for Old insurance cover on the Quotation Wizards
Storage
ADDITION: Where applicable insured removers can now select between Indemnity or New for Old insurance cover on the Storage Wizards
Correspondence
ADDITION: When selecting an invoice to generate as an attachment to an email an Outstanding column has been added to the browse to help identify those with an outstanding balance
Reports
ADDITION: Removal Acceptances now allows you to select a List Order by Accepter, Creator or Surveyor (Reports -> Removals -> Acceptances)
Options
ADDITION: You can now choose to have the Payee Reference automatically generated when creating a new Customer or Corporate on the General tab of the Accounting Defaults Wizard (Tools -> Options -> Defaults -> Accounting)
CHANGE: The Insurance Defaults Wizard now allows you to choose the default Cover offered of Indemnity or Old for New for insured removers
Other
ADDITION: You can now mass print Prospect address labels onto Avery label layout 8160 from the Actions menu of the Prospects Browse
Technical
TABLES: ArchiveDefaults, ArchiveService, AccountingDefaults, SurveyAdminister, InsuranceDefaults, Storage, SelfStorage, Quotation
Additional Modules
Archive Administer Lite
ADDITION: You can now provide a heading to print when printing additional docket prompts on a docket (Tools -> Options -> Defaults -> Archive -> Dockets Tab)
ADDITION: You can now select to print the additional docket prompts after the Customer Declaration section on a docket (Tools -> Options -> Defaults -> Archive -> Dockets Tab)
FIX: Docket Prompts now print on dockets
CHANGE: The Warehouse Returns and Retrieval Dockets now don’t allow information for items to be split over two pages
ADDITION: You can now print Warehouse Returns and Retrieval Dockets from the Event Diary
CHANGE: The Activity report is now based upon Response Date and not Request Date and the Response Date is printed with the docket totals (Reports -> Archive Storage -> Activity)
ADDITION: You can now provide services that you offer, such as Same Day, Express, Standard, etc. Please note: You will need to add a N/A option as Service on all previous Dockets will be set to this value, but if you don’t want it printed leave the Print on docket checkbox unchecked (Tools -> Options -> Archive Storage -> Services)
ADDITION: You can now store a default service on the Dockets tab of the Archive Defaults Wizard which is used when creating new dockets (Tools -> Options -> Defaults -> Archive)
ADDITION: A new Destruction tab has been added to the Archive Defaults Wizard that allows you to provide a standard declaration which can be imported when creating an Archive Docket for Destruction (Tools -> Options -> Defaults -> Archive)
ADDITION: Service has been added to the Request tab of the Archive Docket Wizard
ADDITION: Service and Destruction columns have been added to the Query Archive Dockets Browse (Tools -> Query -> Archive Storage -> Dockets)
ADDITION: Service and Destruction columns have been added to the Archive Docket Browse of the Event Diary
ADDITION: Service and Destruction columns have been added to the Archive Docket Browse for Customers
ADDITION: Service now prints below the heading on an Archive Docket
ADDITION: Service column has been added to the Uncompleted Dockets report
ADDITION: Service has been added to the Activity reports
ADDITION: Service has been added to the Warehouse reports
ADDITION: You can now print an Archive Docket from Query Archive Dockets
ADDITION: A Destruction checkbox has been added to the General tab of the Archive Docket Wizard
CHANGE: Archive Dockets can now handle Destructions
ADDITION: You can now import the Destruction Declaration from the Archive Defaults onto the Instructions tab of the Archive Docket Wizard
ADDITION: Destroyed column has been added to the Archive Items Browse
ADDITION: Destruction Review and Destroyed columns have been added to the Archive Contents Browse
ADDITION: Destroyed column has been added to the Query Archive Items Browse
ADDITION: Destruction Review and Destroyed columns have been added to the Query Archive Contents Browse
ADDITION: You can now print a Certificate of Destruction from the Customer Archive Docket Browse
ADDITION: You can now print a Certificate of Destruction from the Query Archive Dockets Browse
FIX: Printing Archive Dockets on Mass from the Event Diary now prints the instructions per docket rather than repeating the instructions from the first!
FIX: Printing Warehouse Retrievals and Returns from the Event Diary now prints the correct Customer/Corporate information
Crate Administer
CHANGE: When creating a Delivery on a Crate Docket if the hire charge is zero a warning message is now displayed
ADDITION: You can now print a Crate Docket from Query Crate Dockets
FIX: Query Crate Dockets Browse wasn’t showing the results from a Query
FIX: Printing Crate Dockets on Mass from the Event Diary now prints the instructions per docket rather than repeating the instructions from the first!
Self Storage Administer
ADDITION: Where applicable insured removers can now select between Indemnity or New for Old insurance cover on the Self Storage Wizards
Shipping Administer Lite
ADDITION: Where applicable insured removers can now select between Indemnity or New for Old insurance cover on the Quotation Wizards
Survey Administer
ADDITION: The Quotation tab of the Survey Wizard now allows you to select between Indemnity or New for Old insurance cover, ideally for the insured removers
Move Administer Version 1389 Released
Move Administer version 0.0.0.1389 is officially released today.
History of Changes (1376 to 1389)
Move Administer
Correspondence
FIX: When emailing an Inventory the Origin and Destination addresses now always print, if required
MISC: We believe to have fixed the crashing when compiling your email correspondence on PC’s running Internet Explorer 8 on Windows XP, however this is a registry change and therefore will require a reboot. If you are experiencing these issues then please contact us and we will take you through the procedure which we have automated through Move Administer
FIX: Any words added to the new Spell Checker are no longer overwritten once Move Administer restarts
Additional Modules
Archive Administer
CHANGE: The selectable fields in Query Wizard and Export Wizard have been updated in Query Archive Items, Query Archive Contents and Query Archive Dockets
ADDITION: You can now mass print labels for Items from the Actions menu of the Items browse
ADDITION: You can now mass print labels for Contents from the Actions menu of the Contents and Item Contents browses
ADDITION: You can now print an item label from the Actions menu and the Toolbar of the Item form
ADDITION: You can now print a content label from the Actions menu and the Toolbar of the Contents form
Crate Administer
ADDITION: You can now query Crate Hire Dockets (Tools -> Query -> Crate Hire Dockets)
Technical
TABLES: ArchiveItems, ArchiveContents, ArchiveDocket, CrateDocket
Move Administer Version 1376 Released
Move Administer version 0.0.0.1376 is officially released today.
History of Changes (1325 to 1376)
Move Administer
Customer
ADDITION: A Print button has been added to the Customer Follow-up Browse which allows you to print a Customer Follow-up History
CHANGE: Other email has been changed to Other email (1) for Customers
ADDITION: Other email 2, 3, 4 & 5 are now available on the Customer Form
Enquiries
ADDITION: When importing enquiries from Outlook the selected email is now moved to the specified folder as set on the Enquiry tab of the System Defaults Wizard (Tools -> Options -> Defaults -> System)
Quotations
CHANGE: The Inland Quotation Wizard is now using the new spell checker on the Survey Notes, Included Options and Excluded Options fields
CHANGE: The Inland Quotation Acceptance Wizard is now using the new spell checker on the Included Options and Excluded Options fields
CHANGE: The Hourly Quotation Wizard is now using the new spell checker on the Instructions, Included Options and Excluded Options fields
CHANGE: The Hourly Quotation Acceptance Wizard is now using the new spell checker on the Included Options and Excluded Options fields
CHANGE: The Storage Quotation Wizard is now using the new spell checker on the Conventional Items, Included Options and Excluded Options fields
ADDITION: The Quotation Service Wizard is now using the new spell checker on the Line 1 and Line 2 fields
Storage
CHANGE: The Storage Form is now using the new spell checker on conventional items
CHANGE: The Storage Increase/Decrease Form is now using the new spell checker on conventional items and invoice/credit detail
CHANGE: The Storage Wizard is now using the new spell checker on conventional items
Correspondence
CHANGE: When printing a prospect letter from the Prospect Letter Form the Prospect status is now updated to Mailed
CHANGE: The spell checking facility has changed to a faster and non-Microsoft dependant one
CHANGE: The Customer Letter Correspondence Window is now resizable, is using the new spell checker and the toolbar buttons have been relocated from the application toolbar to the letter toolbar
ADDITION: You can now link an invoice to Customer Letter Correspondence
CHANGE: The Customer Email Correspondence Window is now resizable, is using the new HTML editor, is using the new spell checker and the toolbar buttons have been relocated from the application toolbar to the email toolbar
CHANGE: You can now generate multiple email attachments from the Attachment tab of the Customer Email Correspondence Window
CHANGE: The Customer SMS Window is now using the new spell checker and the toolbar buttons have been relocated from the application toolbar to just above the text field
CHANGE: The Corporate Letter Correspondence Window is now resizable, is using the new spell checker and the toolbar buttons have been relocated from the application toolbar to the letter toolbar
CHANGE: The Corporate Email Correspondence Window is now resizable, is using the new HTML editor, is using the new spell checker and the toolbar buttons have been relocated from the application toolbar to the email toolbar
CHANGE: You can now generate multiple email attachments from the Attachment tab of the Corporate Email Correspondence Window
CHANGE: The Corporate SMS Window is now using the new spell checker and the toolbar buttons have been relocated from the application toolbar to just above the text field
CHANGE: The Internet Email Correspondence Window is now resizable, is using the new HTML editor, is using the new spell check and the toolbar buttons have been relocated from the application toolbar to the email toolbar
CHANGE: Trading Company Prefix and Trading Company columns have been added to the Agent Correspondence Browse
CHANGE: The Agent Letter Correspondence Window is now resizable, now asks for a Trading Company (to allow you to memorise printer bins), is using the new spell checker and the toolbar buttons have been relocated from the application toolbar to the letter toolbar
CHANGE: The Agent Email Correspondence Window is now resizable, now asks for a Trading Company (to select the correct trading company header and footers), is now using the new HTML editor, is using the new spell checker and the toolbar buttons have been relocated from the application toolbar to the email toolbar
CHANGE: The Prospect Letter Correspondence Window is now resizable, is using the new spell checker and the toolbar buttons have been relocated from the application toolbar to the letter toolbar
CHANGE: Subject has been renamed to Description for all Correspondence
ADDITION: Email Templates now have a Subject field (which can be spell checked), which now allows you to have the same email subject for many emails as it’s the Description that is unique
ADDITION: Customer Email Correspondence now has a Subject field (which can be spell checked)
ADDITION: Corporate Email Correspondence now has a Subject field (which can be spell checked)
ADDITION: Internet Email Correspondence now has a Subject field (which can be spell checked)
ADDITION: Agent Email Correspondence now has a Subject field (which can be spell checked)
ADDITION: Mass Email Internet Enquiries has been added to the Actions menu of Internet Enquiries
Reports
CHANGE: Surveyor Conversion Statistics report now shows Description, Origin, Destination and Tentative Moving Date columns if Detailed is checked on the criteria window
CHANGE: Trader Conversion Statistics report now shows Description, Origin, Destination and Tentative Moving Date columns if Detailed is checked on the criteria window
Options
ADDITION: A new checkbox on the Survey Administer tab of the System Defaults Wizard now allows the Import and Export folders to be located away from the Move Administer folders on your Server/Main PC. The main reason for this is to allow the use of services like DropBox (www.dropbox.com) to synchronise files/folders remotely amongst devices (Tools -> Options -> Defaults -> System -> Survey Administer tab)
CHANGE: The Letter Template Window is now resizable, is using the new spell checker and the toolbar buttons have been removed from the application toolbar to the letter toolbar (Tools -> Templates -> Letter -> Open)
CHANGE: The Email Template Window is now resizable, is using the new HTML editor, is using the new spell checker and the toolbar buttons have been removed from the application toolbar to the email toolbar. Please be aware that Templates are now formatted in HTML and not plain text, so time to spruce up those emails! (Tools -> Templates -> Email -> Open)
CHANGE: The SMS Template Window is now using the new spell checker and the toolbar buttons have been relocated from the application toolbar to just above the text field (Tools -> Templates -> SMS -> Open)
CHANGE: The Trading Company Wizard has been resized above and beyond 800×600 resolution, is using the new HTML editor, is using the new spell checker (Tools -> Options -> Defaults -> Trading Company -> Open)
CHANGE: The Payment Term Form is using the new spell checker and the toolbar button has been relocated to the right of the term field (Tools -> Options -> Accounting -> Payment Terms -> Open)
CHANGE: The Sales Text Form is using the new spell checker and the toolbar button has been relocated to the right of the text field (Tools -> Options -> Accounting -> Sales Text -> Open)
CHANGE: The Survey Form is using the new spell checker and the toolbar button has been relocated to the right of the option field (Tools -> Options -> Removals -> Survey -> Open)
ADDITION: The Marine Insurance Wizard is using the new spell checker and a button has been placed to the right of the coverage field (Tools -> Options -> Shipping -> Marine Insurance Bands -> Open)
ADDITION: The Risk Recommendation Form is using the new spell checker (Tools -> Options -> Removal -> Risk Assessment -> Recommendations -> Open)
ADDITION: The Risk Hazards Form is using the new spell checker (Tools -> Options -> Removal -> Risk Assessment -> Hazards -> Open)
ADDITION: The Removal Category Form is using the new spell checker (Tools -> Options -> Removal -> Categories -> Open)
ADDITION: The Storage Category Form is using the new spell checker (Tools -> Options -> Storage -> Categories -> Open)
ADDITION: The Goods Form is using the new spell checker (Tools -> Options -> Storage -> Goods -> Open)
ADDITION: The Condition Form is using the new spell checker (Tools -> Options -> Inventory -> Conditions -> Open)
ADDITION: The Item Wizard is using the new spell checker (Tools -> Options -> Inventory -> Items -> Open)
ADDITION: The Service Wizard is using the new spell checker (Tools -> Options -> Removal -> Services -> Open)
Other
CHANGE: User Wizard in User Administer is now using the new HTML editor and new spell checker
CHANGE: User Wizard has been resized above and beyond 800×600 resolution
CHANGE: The User tab of the User Wizard has been merged with the Login tab
REMOVED: User tab of the User Wizard
ADDITION: New security doors
FIX: Sending out SMS Appointment Reminders now only processes those appointments with a status of Confirmed
Technical
TABLES: SystemDefaults, Internet, Template, Customer, CustomerCorrespondence, CorporateCorrespondence, InternetCorrespondence, AgentCorrespondence, ProspectCorrespondence, CustomerPDF, CorporatePDF
Additional Modules
Archive Administer
ADDITION: A ‘Set status of new item to in’ checkbox on the General tab of the Archive Defaults Wizard now allows you to set the default status of an Item when adding new Items (Tools -> Options -> Defaults -> Archive)
CHANGE: “Green Bar effect†has been added to the Warehouse Returns and Warehouse Retrieval reports
ADDITION: On the Response tab of the Archive Docket Wizard you can now import the name of the requestor as the signed by
CHANGE: Request time on the Request tab of the Archive Docket Wizard is no longer required
ADDITION: The Keyword Form is using the new spell checker (Tools -> Options -> Archive -> Keywords -> Open)
ADDITION: The Docket Prompts Form is using the new spell checker (Tools -> Options -> Archive -> Docket Prompts -> Open)
ADDITION: Uncompleted Dockets Report (Reports -> Archive Storage -> Uncompleted Dockets)
ADDITION: Locations Report (Reports -> Archive Storage -> Locations)
ADDITION: Movements Report (Reports -> Archive Storage -> Movements)
ADDITION: Movements Report for Customer added to the Actions menu of the Archive Dockets Browse
ADDITION: Query Archive Dockets now has an uncompleted checkbox and displays the activity for the highlighted docket
ADDITION: Before completing an Archive Docket a confirmation window now appears showing the quantity of Items and Contents delivered and collected
ADDITION: Move Content is now available on the Actions menu of the Item Content Browse which allows you to move a Content to a different Item
CHANGE: Mass Insert has been moved from a button on the Item Content Browse to the Actions menu
CHANGE: Mass Insert has been moved from a button on the Item Browse to the Actions menu
ADDITION: Insert Wizard has been added to the Actions menu of the Item Browse that allows the mass insertion of Items where the default values are set but then can be changed on an individual basis in the form of a Wizard, as well as being able to Open and make changes from a Browse before finally committing to their addition
CHANGE: Uncompleted Archive Dockets now show the Created and Number columns in red
ADDITION: You can now spell check the Instructions of an Archive Docket
Commercial Administer
CHANGE: The Commercial Quotation Wizard is now using the new spell checker on the Survey Notes, Included Options and Excluded Options fields
CHANGE: The Commercial Quotation Acceptance Wizard is now using the new spell checker on the Included Options and Excluded Options fields
Crate Administer
ADDITION: On the Response tab of the Crate Docket Wizard you can now import the name of the requestor as the signed by
ADDITION: The Crate Form is using the new spell checker (Tools -> Options -> Crate Hire -> Crates -> Open)
ADDITION: The Consumable Form is using the new spell checker (Tools -> Options -> Crate Hire -> Consumables -> Open)
CHANGE: Uncompleted Crate Dockets now show the Created and Number columns in red
ADDITION: You can now spell check the Instructions of a Crate Docket
Shipping Administer Lite
CHANGE: The Baggage Email Correspondence Window is now resizable, is using the new HTML editor, is using the new spell check and the toolbar buttons have been relocated from the application toolbar to the email toolbar
ADDITION: The Transit Service Form is using the new spell checker (Tools -> Options -> Shipping -> Transit Services -> Open)
ADDITION: The Transit Type Form is using the new spell checker (Tools -> Options -> Shipping -> Transit Types -> Open)
CHANGE: The European Quotation Acceptance Wizard is now using the new spell checker on the Included and Excluded Options fields
CHANGE: The International Quotation Acceptance Wizard is now using the new spell checker on the Included and Excluded Options fields
CHANGE: The European Quotation Wizard is now using the new spell checker on the Included Options, Excluded Options and Survey Note fields
CHANGE: The International Quotation Wizard is now using the new spell checker on the Included Options, Excluded Options and Survey Note fields
ADDITION: The Trade Quotation Wizard is now using the new spell checker on the Included Options, Excluded Options and Notepad fields
ADDITION: Baggage Email Correspondence now has a Subject field (which can be spell checked)
ADDITION: Mass Email Baggage Enquiries has been added to the Actions menu of Baggage Enquiries Browse
Shipping Administer Pro
CHANGE: The European Consignment Wizard is now using the new spell checker on the Origin Agent Notepad field
CHANGE: The International Consignment Wizard is now using the new spell checker on the Transit Agent Notepad, Origin Agent Notepad, Destination Agent Notepad and Request Further Instructions fields
Survey Administer
CHANGE: When importing a survey for an international move the VAT Code is now set to the Zero Rated one set within the Accounting Defaults
Technical
TABLES: ArchiveDefaults, ArchiveActivity, Baggage, BaggageCorrespondence
Move Administer Version 1325 Released
Move Administer version 0.0.0.1325 is officially released today.
History of Changes (1306 to 1325)
Move Administer
Accounts
CHANGE: When exporting the audit to Sage the tax amount can now be compounded with the nett amount, ideal for dealing with Insurance Premium Tax as a whole rather than being split into nett and tax
ADDITION: You can now mark audit exported to Sage (with an export number) as unexported,using ‘Mark as Unexported’ from the Actions menu of the Export to Sage Browse (Tools -> Export to Sage)
Options
CHANGE: ‘Charge mediation/arrangement fees’ on the Cover tab of the Insurance Defaults Wizard has been changed to ‘Charge mediation fees’
ADDITION: ‘Charge arrangement fees’ has been added to the Cover tab of the Insurance Defaults Wizard
ADDITION: You can now specify by use of a checkbox that the tax for a particular tax code is compounded to the nett when exporting your audit to Sage, ideal for when exporting your Insurance Premium Tax (Tools -> Options -> Accounting -> Tax Codes)
Other
ADDITION: Event ID column has been added to the Event Browse on the Event Diary
ADDITION: Event ID column has been added to the Query Event Browse
ADDITION: Event ID and Costing columns have been added to the Quotation Event Browse
ADDITION: Event ID and Costing columns have been added to the Event Browse on the Quotation Service Wizard
ADDITION: Three new buttons have been added to the Privileges tab of the User Wizard within User Administer which Grant/Clear or Deny access to ALL doors within the system
Technical
TABLES: AccountingDefaults, InsuranceDefaults, TaxCode
Additional Modules
Archive Administer
ADDITION: Archive Storage has been added to the Query section of the Tools menu which allows you to query on Items, Contents and Dockets
ADDITION: Archive Dockets tab has been added to the Event Diary to show Dockets for the chosen day
ADDITION: Archive Storage has been added to the Actions menu of the Customer Form which allows you access to Items, Item Summary, Contents, Dockets and Locations
ADDITION: A Destroyed checkbox has been added to the Items Browse which will force the Items Browse to display destroyed Items too
ADDITION: A Destroyed checkbox has been added to the Contents Browse which will force the Contents Browse to display Contents from destroyed Items too
ADDITION: The Archive Dockets Browse now shows a separate browse to show the Archive Activity for the highlighted Docket
Crate Administer
ADDITION: The Crate Dockets Tab of Crate Hire now shows separate browses to show the Crate Activity and Consumable Activity for the highlighted Docket
FIX: Fixed an issue where in very extreme cases Credits were raised for Crate Hire for periods that didn’t require anything
FIX: Fixed an issue where if a new rate was provided for Crate Hire that has previously taken place but ended then the old rate was always shown, although this could be amended if spotted
Technical
TABLES: ArchiveContents, ArchiveItems, ArchiveActivity
Archive Administer Developments
We thought we’d provide a little information and screenshots regarding Archive Administer which is currently under development.
Archive Administer will be available in 2 forms, as an additional module to Move Administer and as a separate standalone system, ideal for those starting out in Records Management. Archive Administer is designed to address the management of collection, delivery, destruction and storage of archive items and contents if necessary.
Archive Administer allows quick entry of archive data via user friendly wizards. When entering items, Archive Administer records the storage medium (archive box/x-ray/tube/magnetic media/etc), category (sales/purchases/payroll/etc), destruction review date (which can be calculated), the location (including warehouse if multiple warehouses are used) and position of the item within your storage facility, toegther with a note of the item (and it’s contents) and searchable keywords.
A great feature of Archive Administer is the ability to change items (and contents) on mass via user friendly wizards, ideal for when a bulk if items are moved from one storage location to another for example!
Move Administer Version 1250 Released
Move Administer version 0.0.0.1250 is officially released today.
History of Changes (1240 to 1250)
Move Administer
Quotations
CHANGE: The Accounting Tab of all Quotation Wizards now shows the Storage VAT Code and Storage VAT Rate, although these will be disabled if no storage is being offered
CHANGE: The Accounting Tab of all Quotation Wizards now shows the Mediation Tax Code and Mediation Tax Rate, although these will be disabled if you do not charge mediation fees
CHANGE: The Goods In Transit Tab of all Quotation Wizards have changed in order to allow the charging of insurance (please contact us for the necessary stationery changes should you wish to go down this avenue). Therefore, Mediation Rates and Mediation Sales Codes are shown however these will be disabled if you do not charge mediation fees. Additional Goods in Transit is also available for those that charge insurance based on the valuation being moved or for charging additional premiums on large value removals
CHANGE: The Charge Tab on all Quotation Wizards now shows the various tax charges on Nett, Insurance and Mediation
Storage
ADDITION: On the General tab of the Storage Defaults Wizard you can choose whether you offer a bonded warehouse facility, which if checked will display a Bonded Stock tab on the Storage Wizard (Tools -> Options -> Defaults -> Storage)
ADDITION: On the Invoicing Tab of the Storage Defaults Wizard you can now choose to have the description field of the invoice to auto complete with brief information regarding the invoice, such as: 5 days from 01/06/2010 to 04/06/2010, 1 month & 3 days from 28/04/2010 to 31/05/2010, June 2010, June 2010 to end of August 2010 (Tools -> Options -> Defaults �> Storage)
ADDITION: On the Invoice Tab of the Storage Defaults Wizard you can now choose to show the units on the description field (Tools -> Options -> Defaults �> Storage)
CHANGE: The Accounting Tab of the Storage Wizards now shows the Mediation Tax Code and Mediation Tax Rate, although these will be disabled if you do not charge mediation fees
CHANGE: The various Insurance Tabs on the Storage Wizards now show Mediation Rate and Mediation Sales Code however these will be disabled if you do not charge mediation fees
Accounts
ADDITION: On the General Tab of the Accounting Defaults Wizard you can now choose to set the Removal Tax Date to be the Acceptance/Rejection Date, leaving this unchecked will result in the Removal Tax Date being set to today�s date (Tools -> Options -> Defaults -> Accounting)
ADDITION: On the General Tab of the Accounting Defaults Wizard you can now choose to set the Storage Tax Date to be the Date of Change, leaving this unchecked will result in the Storage Tax Date being set to today�s date (Tools -> Options -> Defaults -> Accounting)
Correspondence
CHANGE: Various data files have been changed in readiness for the forthcoming enhancement that will allow the generation of multiple PDF�s to email
Options
ADDITION: You can now select whether or not a warehouse address can be imported into origin/destination addresses (Tools -> Options -> Storage -> Warehouse)
CHANGE: Warehouse bay heights can now go to 9, to cater for half containers
ADDITION: The Cover Tab of the Insurance Defaults Wizard now allows you to check whether to charge mediation/arrangement fees
CHANGE: The Insurance Defaults Wizard now shows mediation rates and sales codes, although if you do not charge mediation fees then these fields are disabled and automatically set to 0%
CHANGE: The Accounting Tab of the Service Wizard now shows the Mediation Tax Code and Mediation Tax Rate, although these will be disabled if you do not charge mediation fees
CHANGE: The Insurance Tab of the Service Wizard now shows the Mediation Rate and Mediation Sales code however these will be disabled if you do not charge mediation fees
CHANGE: The Charge Tab of the Service Wizard now shows the various tax charges on Nett, Insurance and Mediation
Other
ADDITION: The Follow-Ups – For Me Browse now only shows pending follow-ups, however there is now a checkbox to show all follow-ups regardless of their status
FIX: If you create a Follow-Up and add the reminder date and time after you have assigned recipients then you will now be asked if you would like to update the date and time of the recipients
REMOVED: VAT Rate Adjustments from the Tools menu
Technical
TABLES: AccountingDefaults, StorageDefaults, Warehouse, Storage, Quotation, InsuranceDefaults, Services, CustomerPDF, CorporatePDF
Additional Modules
Crate Administer
FIX: Invoice detail for invoices with NO Nett are now removed and no longer show on the next invoice generated
Self Storage Administer
ADDITION: On the Invoicing Tab of the Self Storage Defaults Wizard you can now choose to have the description field of the invoice to auto complete with brief information regarding the invoice, such as: 5 days from 01/06/2010 to 04/06/2010, 1 month & 3 days from 28/04/2010 to 31/05/2010, June 2010, June 2010 to end of August 2010 (Tools -> Options -> Defaults �> Self Storage)
ADDITION: On the Invoice Tab of the Self Storage Defaults Wizard you can now choose to show the units on the description field (Tools -> Options -> Defaults �> Self Storage)
CHANGE: The Accounting Tab of the Self Storage Wizards now shows the Mediation Tax Code and Mediation Tax Rate, although these will be disabled if you do not charge mediation fees
CHANGE: The Insurance Tab on the Self Storage Wizard now shows Mediation Rate and Mediation Sales Code however these will be disabled if you do not charge mediation fees
Shipping Administer Lite
ADDITION: The Cover Tab of the Insurance Defaults Wizard now allows you to check whether to offer marine insurance on European and International Quotations
ADDITION: A new International GIT Tab on the Insurance Defaults Wizard now allows the entry of a default rate when offering GIT insurance on International Quotations, rather than Marine Insurance
CHANGE: The Marine Insurance Band Wizard has changed considerably, still showing the same fields as before but in a different order (Tools -> Options -> Shipping -> Marine Insurance Bands)
ADDITION: The General Tab of the Marine Insurance Band Wizard now asks for an area of coverage which is for you to list the countries covered by this band
ADDITION: A new Vehicle Cover Tab has been added to the Marine Insurance Band Wizard which allows you to offer insurance cover on vehicles
CHANGE: Marine Insurance on European and International Quotations has been removed as a tab from the European/International Quotation Wizard and is now available as an option on the Actions menu and as an icon on the Toolbar of the European/International Quotation Wizard, but is only available if you check Offer Marine Insurance on the Miscellaneous Tab of the European/International Quotation Wizard
ADDITION: Marine Insurance Wizard now allows coverage on vehicles
CHANGE: When accepting Marine Insurance if you choose Vehicle as the type of cover required then only vehicle cover will be charged, however if you choose Superior/Super/Standard/Restricted as the type of cover required and there is an amount in the vehicle cover field then vehicle cover will also be charged, together with its own administration fee, if applicable
ADDITION: You can now offer storage on European Quotations! Please contact us with the necessary changes to your stationery in order for storage to print upon your quotation & acceptance forms
Technical
TABLES: SelfStorageDefaults, SelfStorage, Marine, QuotationMarine
Crate Administer Now Available
We are very pleased to annouce our new additional module Crate Administer is now avaliable. After a very successfully time in beta testing throughout several sites we are now pleased to annouce it’s arrival 🙂
Click here for more information or if Crate Administer is of interest to you, please do not hesitate to contact us.
Move Administer Version 1177
The last update to Move Administer contained a number of significant changes, so we thought we would give you more in-depth information about some of the main ones.
Surcharging
Users have been able to surcharge credit card and debit card receipts for quite some time now, however we have been asked to provide a means of surcharging cheque receipts. To action this you first of all need to provide the amount of your cheque surcharge on the Surcharge Tab of the Accounting Defaults Wizard (Tools -> Options -> Defaults -> Accounting). Then when surcharging you’ll now have the option to surcharge Credit, Debit and Cheque receipts.
Direct Debit Collections
If you’ve struggled to get Direct Debits setup with your bank then give Debit Finance Collections plc a call or visit their website at www.debitfinance.co.uk. They can provide direct debit solutions tailor made for you, and Move Administer can now export Direct Debit payment in a format compatible with Debit Finance Collections plc, found on the Actions menu of the Corporate and Customer browses.
Container/Unit Access
Container/Unit inspections has been renamed Container/Unit Access and can now be entered on the Container/Unit History tab of the Storage/Self Storage job. This allows you to book a date and time to access a Container/Unit. This is then show on the Storage Containers/Self Storage Units tab of the Events Diary.
Repository
A repository is a centralised database which stores documents received from customers which you can then save directly into the customer’s file. Any repository document can then be emailed directly from Move Administer. A repository document be a scanned document or an attachment from an email and can range anywhere from a removal acceptance, an inventory or even a passport (ideal for emailing to a shipping agent as proof of the customers identity).
Event Diary
The event diary has recently undergone a few changes. Providing you have the correct module installed you will now see Self Storage Units and Crates Dockets tabs. The self Storage tab will show all Self Storage activity including Unit Access. The Crate Docket tab will show you all Crate Hire activity along with separate browses for crates and consumables relating to a single docket.
Crate Administer Module
Our Crate Administer module is now in the final stages of in-house testing and will go to a client or two for beta testing in the coming weeks.
Crate Administer allows you to charge for the hire of crate and other items (sack trucks, computer cages, etc) as well as charging for the sale of consumables (security tags, labels, keyboard bags, etc). Dockets immeiately show what needs to be delivered and/or collected, and display on our Event Diary for easy resource management.
Enjoy a few example screenshots along with a sample docket for all to enjoy.
Crate Administer – Development Begins
Development has started on Crate Administer.
Crate Administer will be an additional module to Move Administer and aims to control the hire of multiple crate products to clients, as well as dealing with the sale of various consumable products like labels.
Invoicing will be done monthly in arrears (along the lines of storage invoicing) to eliminate the need for the production of credit notes, as hire quantities vary on a monthly basis with collections and deliveries. Crate Administer will also manage the charging of lost crates too.
Scheduling of deliveries and collections will be managed from the Events Diary within Move Administer, with a new tab showing crate activity, ie deliveries and collections.
More information will be released over the coming months, so if Crate Administer is of interest to you then keep an eye on our Development Blog.