Move Administer Version 1287 Released
Move Administer version 0.0.0.1287 is officially released today.
History of Changes (1260 to 1287)
Move Administer
Enquiries
FIX: When converting an Internet Enquiry to a Customer the Tentative Date, Month and Period of the Enquiry is now set to the values of the Internet Enquiry
ADDITION: You can now change the Trading Company of an Internet Enquiry from the Actions menu of the Internet Enquiries Browse
ADDITION: There is now a Convert button on the Internet Enquiry Browse that does the same as Actions -> Convert to Customer, but is more easily accessible
Quotations
ADDITION: On the Miscellaneous tab of Inland/Hourly/Commercial/European/International Quotation Wizards you can now choose whether to print the volume, distance and mode on the quotation
ADDITION: On the Storage tab of the Storage Quotation Wizard for Inland/Hourly/Commercial Quotations you can now choose whether to print the volume and/or estimated number of containers on the quotation
ADDITION: On the Storage tab of the Storage Quotation Wizard you can now choose whether to print the volume and/or estimated number of containers on the quotation
Storage
ADDITION: A Notepad tab has been added to the Storage Wizards
Options
ADDITION: On the General tab of the System Defaults Wizard (Tools -> Options -> Defaults -> System) you can now supply the two default telephone numbers to display when opening newly entered Customers, Internet Enquiries and Baggage Enquiries
ADDITION: On the General tab of the Removal Defaults Wizard (Tools -> Options -> Defaults -> Removal) you can now select whether to print the volume, distance and mode on quotations for all new removal quotes
ADDITION: On the Quotation tab of the Storage Defaults Wizard (Tools -> Options -> Defaults -> Storage) you can now select whether to print the volume and estimated number of containers on quotations for all new storage quotes
Other
FIX: It seems that even if you chose not to be shown Follow-up Reminders the system would still look for them, therefore using unnecessary network resources. This has consequently now stopped altogether
FIX: It seems that if you chose to check for Follow-up Reminders at a set interval then that interval was ignored and Follow-ups were checked every single second, therefore using unnecessary network resources. This has consequently now been fixed
ADDITION: For those running multiple trading companies, when mass printing Crewsheets, Waybills or Questionnaires from the Event Diary you can now select a single trading company to print for, leaving this blank will print for all trading companies
ADDITION: We have setup a script to read website sales leads received by email from UK Removal (http://uk-removal.co.uk) out of Microsoft Outlook and into Move Administer as an Internet Enquiry (Tools -> Import Outlook Enquiry) – Please contact us if you require this feature (Thanks to Alexanders for their assistance with this)
ADDITION: We have setup a script to read website sales leads received by email from the BAR’s website out of Microsoft Outlook and into Move Administer (Tools -> Import Outlook Enquiry). The ‘Contact a remover’ emails are converted to an Internet Enquiry and the ‘Quick Estimate’ and ‘Advanced Estimate’ emails are converted to Customer Enquiries – Please contact us if you require this feature (Thanks to Sullys for their assistance with this)
ADDITION: New security doors added that allow user access to inserting and/or opening invoices/credits/receipts/refunds
Technical
TABLES: SystemDefaults, Storage, RemovalDefaults, StorageDefaults, Quotation, QuotationStorage
Additional Modules
Self Storage Administer
ADDITION: A Notepad tab has been added to the Self Storage Wizards
Shipping Administer Lite
ADDITION: The Shipping tab of the Removal Defaults Wizard (Tools -> Options -> Defaults -> Removal) you can now set whether the Estimated Pickup Date of a European and International Consignment is a required field, meaning that if it is then the Consignment can only be saved if the Estimated Pickup Date has a value in it
FIX: When converting a Baggage Enquiry to a Customer the Tentative Date, Month and Period of the Enquiry is now set to the values of the Baggage Enquiry
ADDITION: When accepting a Trade Quotation you now have a choice on the Acceptance form to automatically generate a European or International Quotation using the information contained in the Trade Quotation
ADDITION: You can now change the Trading Company of a Baggage Enquiry from the Actions menu of the Baggage Enquiries Browse
ADDITION: There is now a Convert button on the Baggage Enquiry Browse that does the same as Actions -> Convert to Customer, but is more easily accessible
Technical
TABLES: RemovalDefaults, SurveyAdminister, SelfStorage
Survey Administer Desktop
Administer Software Limited are pleased to announce that after much deliberation Survey Administer Desktop will enter development in the coming weeks.
There has been interest from companies that have their own office management system but don’t have a tool to assist the surveryor. Survey Administer Desktop will allow the entry of a new customer enquiry and the scheduling of the appointment. This information can then be exported to Survey Administer for use by the surveyor at the time of survey.
Information can then be exported from Survey Administer and back into Survey Administer Desktop where the information can be kept, edited and printed.
Pricing will start at £1,000 + VAT for a single user Survey Administer Desktop complete with a single user Survey Administer, rising to £1,500 + VAT for a multi user Survey Administer Desktop complete with a single user Survey Administer. Additional Survey Administer users are available for £500 + VAT each.
Please keep checking back for updates.
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 1260 Released
Move Administer version 0.0.0.1260 is officially released today.
History of Changes (1250 to 1260)
Move Administer
Enquiries
ADDITION: Tentative Date, Tentative Month, Tentative Period, Follow-Up Date and Follow-Up Status have been added to the Internet Enquiry Wizard
ADDITION: Seasonal Variance Margin and Availability have been added to the Customer tab of the Internet Enquiry Wizard and only come into effect once a Tentative Date has been entered
ADDITION: You can now import Warehouse addresses into the address fields of the Internet Enquiry Wizard as well as map the address (Origin or Destination) and date & time stamp the notepad
ADDITION: Tentative Moving Date, Follow-Up Date and Follow-Up Status have been added to the Internet Enquiry Sheet
CHANGE: The Internet Enquiry Update Form has changed considerably, with Notes now appearing on the Notepad tab
ADDITION: You can now date & time stamp the Items To Move/Notes on the Customer Wizard
Appointments
ADDITION: Tentative Date, Tentative Month and Tentative Period columns have been added to the appointments browse of the Appointments Diary
Storage
FIX: Invoice Description is no longer set when raising advance storage invoices unless the option is checked in Storage Defaults (Tools -> Options -> Defaults -> Storage)
Accounts
CHANGE: Hidden payments no longer display as previous payments on the Payment window.
ADDITION: When exporting to Sage, the Audit is now allocated an export number during the export, making it an ideal way to show which records were part of each export
ADDITION: The Export to Sage Audit browse now display an Export Number column
ADDITION: The Query Audit browse now displays an Export Number column
CHANGE: Due to a change in Sage 2010, the export files created are now all lowercase
Options
ADDITION: The Counter tab of the Trading Company Defaults Wizard (Tools -> Options -> Defaults -> Trading Companies) now shows the last archive invoice/credit number issued, the last archive docket number issued and the last audit export number issued
Other
CHANGE: Name fields have been increased in size from 60 to 100 characters, resulting in the increase of various fields such as Forename, Surname, Contact, and therefore major data file changes – This will sadly result in you losing any customisation to a lot of browses
CHANGE: The way in which names are split into Title, Forename and Surname has changed and become more intelligent. Now if you enter Mr C Smith & Miss P Jones the Title will be set to Mr, Forename will be set to C and Surname will be set to Smith & Miss P Jones, so to locate this customer in the future you search upon the first surname entered and not the last
FIX: When opening a Customer or Corporate from a follow-up the Trading Company now displays correctly
Technical
TABLES: InsuranceDefaults, Quotation, AgentContact, Audit, ContainerHistory, CorporateAccount, CorporateContact, Customer, CustomerAccount, CustomerLocation, Internet, Payment, Prospect, SelfStorageAccess, SSEC::User, SystemDefaults, Trader, Worksheet
Additional Modules
Shipping Administer Lite
ADDITION: Tentative Date, Tentative Month, Tentative Period, Follow-Up Date and Follow-Up Status have been added to the Baggage Enquiry Wizard
ADDITION: Seasonal Variance Margin and Availability have been added to the Customer tab of the Baggage Enquiry Wizard and only come into effect once a Tentative Date has been entered
ADDITION: You can now import Warehouse addresses into the address fields of the Baggage Enquiry Wizard as well as map the address (Origin or Destination) and date & time stamp the notepad
ADDITION: Tentative Moving Date, Follow-Up Date and Follow-Up Status have been added to the Baggage Enquiry Sheet
CHANGE: The Baggage Enquiry Update Form has changed considerably, with Notes now appearing on the Notepad tab
Shipping Administer Pro
FIX: The Assign button is now disabled if the highlighted Manifest has no Consignments
Technical
TABLES: ArchiveDocket, Baggage, Consignment, CrateDocket, Manifest, SelfStorageAccess, SurveyAdminister, UnitHistory
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
Move Administer Version 1240 Released
Move Administer version 0.0.0.1240 is officially released today.
History of Changes (1230 to 1240)
Move Administer
Please note: Everything prefixed with an * is only applicable to those who sell insurance and are regulated by the Financial Services Authority as it has been brought to our attention that Mediation/Arrangement fees are applicable to Insurance Premium Tax.
Customer
CHANGE: Reference has been increased to 35 characters
ADDITION: Reference has been added to the Customer Tab of the Customer Wizard
Enquiries
ADDITION: You can now archive Internet Enquiries
ADDITION: The Internet Enquiry Form now has an Archived checkbox to archive/unarchive the Internet Enquiry
ADDITION: The Internet Enquiries Browse now has an Archived checkbox to display archived Internet Enquiries with �active� ones
ADDITION: The Actions menu on the Internet Enquiries Browse now has an option to Archive Internet Enquiries and is powered by the Query Wizard
Quotations
ADDITION: *A Mediation Tax Code is now required on the Accounting tab of the Inland Quotation Wizard, Accepting Inland Quotation Wizard, Hourly Quotation Wizard, Accepting Hourly Quotation Wizard, Storage Quotation Wizard and the Accepting Storage Quotation Wizard
ADDITION: *Mediation tax (�) has been added to the Inland Quotation Wizard, Accepting Inland Quotation Wizard, Hourly Quotation Wizard and the Accepting Hourly Quotation Wizard
ADDITION: *A Mediation Tax Code is now required on the Accounting tab of the Service Wizard
CHANGE: *Tax (�) has been changed to Insurance tax (�) on the Charge tab of the Service Wizard
ADDITION: *Mediation tax (�) has been added to the Charge tab of the Service Wizard
CHANGE: Insurance tax code and Insurance tax rate (%) have been moved from the Insurance tab to the Accounting tab of the Service Wizard
CHANGE: When you accept a Quotation the date of the invoice will now become the date the Quotation was accepted rather than using today�s date, which allows for forward and backward invoicing
CHANGE: When you reject a Quotation the date of the credit will now become the date the Quotation was rejected rather than using today�s date, which ideally allows for backward crediting
Storage
ADDITION: *A Mediation Tax Code is now required on the Accounting tab of the Storage Wizard
ADDITION: A new Bonded Stock tab on the Storage Wizard now allows Bonded Stock Items to be recorded, ideal for those who have a Bonded Warehouse
CHANGE: When the invoice run is performed for a single trading name then the last invoice run date is updated rather than when left blank
CHANGE: When a Storage Job is started, amended, or ended, then the date of the Invoice/Credit is now the start/change/end date if it is before today, otherwise it will remain at today�s date
Accounts
ADDITION: *The default Mediation Tax (usually Insurance Premium Tax) is now charged on Mediation/Arrangement fees
Reports
ADDITION: A Sales Group option has been added to the Turnover Criteria Window, allowing you to list your turnover for a particular Sales Group
CHANGE: The Turnover report now shows Sales Group headings
Options
ADDITION: *A Mediation Tax Code is now required on the Tax tab of the Insurance Defaults Wizard (Tools -> Options -> Defaults -> Insurance)
ADDITION: You can now provide Sales Groups which then allows you to group Sales Codes together (Tools -> Options -> Accounting -> Sales Groups)
ADDITION: You can now allocate a Sales Group to a Sales Code (Tools -> Options -> Accounting -> Sales Codes)
ADDITION: *A Mediation Tax Code is now required on the Accounting tab of the Removal Service Wizard (Tools -> Options -> Removals -> Services)
CHANGE: *Tax (�) has been changed to Insurance tax (�) on the Charge tab of the Service Wizard
ADDITION: *Mediation tax (�) has been added to the Charge tab of the Service Wizard
CHANGE: Insurance tax code and Insurance tax rate (%) have been moved from the Insurance tab to the Accounting tab of the Service Wizard
CHANGE: If the Domain on the Company Tab of the Trading Company Wizard contains an @ then this is treated as the email address for all emails from that Trading Company (Tools -> Options -> Defaults -> Trading Company)
Technical
TABLES: Internet, InsuranceDefaults, Service, Quotation, QuotationService, Storage, SalesGroup, SalesCode, Customer
Additional Modules
Commercial Administer
ADDITION: *A Mediation Tax Code is now required on the Accounting tab of the Commercial Quotation Wizard and the Accepting Commercial Quotation Wizard
ADDITION: *Mediation tax (�) has been added to the Commercial Quotation Wizard and the Accepting Commercial Quotation Wizard
Self Storage Administer
ADDITION: *A Mediation Tax Code is now required on the Accounting tab of the Self Storage Quotation Wizard and the Accepting Self Storage Quotation Wizard
ADDITION: *A Mediation Tax Code is now required on the Accounting tab of the Self Storage Wizard
CHANGE: When the invoice run is performed for a single trading name then the last invoice run date is updated rather than when left blank
CHANGE: When a Self Storage Job is started, amended, or ended, then the date of the Invoice/Credit is now the start/change/end date if it is before today, otherwise it will remain at today�s date
Shipping Administer Lite
ADDITION: You can now archive Baggage Enquiries
ADDITION: The Baggage Enquiry Form now has an Archived checkbox to archive/unarchive the Baggage Enquiry
ADDITION: The Baggage Enquiries Browse now has an Archived checkbox to display archived Baggage Enquiries with �active� ones
ADDITION: The Actions menu on the Baggage Enquiries Browse now has an option to Archive Baggage Enquiries and is powered by the Query Wizard
CHANGE: The Marine Insurance Band browse now shows the Administration amount inclusive of Mediation Tax
ADDITION: The Band tab of the Marine Insurance Band Wizard now shows the Tax and Total amount of the Administration charge
ADDITION: *A Mediation Tax Code is now required on the Accounting tab of the European Quotation Wizard, Accepting European Quotation Wizard, International Quotation Wizard and the Accepting International Quotation Wizard
ADDITION: *Mediation tax (�) has been added to the European Quotation Wizard, Accepting European Quotation Wizard, International Quotation Wizard and the Accepting International Quotation Wizard
Technical
TABLES: Baggage, SelfStorage, ArchiveItems
Move Administer Version 1230 Released
Move Administer version 0.0.0.1230 is officially released today.
History of Changes (1229 to 1230)
Move Administer
Corporate
ADDITION: You can now copy a Corporate Customer to another Corporate from the Actions menu of the Corporate Customer Browse. This will only copy the customer however, however the notepad will be included
Quotations
CHANGE: If a removal service has a default value to be charged, the overrule nett checkbox will now be checked, otherwise it will be unchecked and therefore default to the total cost of the events entered to calculate the cost of the service
Storage
CHANGE: If you choose the reduce the storage rates on the date the storage started then the credit raised is now from this date and not the following day which will continue to happen in all other eventualities
Accounts
ADDITION: When producing a Card Mandate you now have the option of importing the account balance from the criteria window
FIX: On the odd occasion when producing an Ad-hoc Credit Note the figures would appear as negatives on the Credit � After much hunting the culprit piece of code has been found!
Other
CHANGE: For those who we print the BAR liability or standard terms and conditions we have now implemented the recently released 2010 versions
CHANGE: Lots of third party accessories used within Move Administer have been updated
Move Administer Version 1229 Released
Move Administer version 0.0.0.1229 is officially released today.
History of Changes (1217 to 1229)
Move Administer
Appointments
ADDITION: You can now print the ‘Notice To The Right To Cancel’ from the Actions menu of the Appointment Form
Storage
FIX: Containers allocated in bays now show the warehouse information correctly
FIX: You can now allocate containers to bays again
Accounts
CHANGE: The VAT Adjustments option on the Tools menu is now set for the forthcoming VAT rate changes on January 1st
Other
ADDITION: Added ‘User Guide’ menu option to the Help menu of Move Administer and User Administer
ADDITION: Added ‘Update History’ menu option to the Help menu of Move Administer and User Administer
CHANGE: The File menu options have been moved around slightly
CHANGE: All executables are now digitally signed to improve User Access Control
Technical
TABLES: Licensee
Additional Modules
Crate Administer
ADDITION: You can now import the quantity on hire when creating a collection
Self Storage Administer
ADDITION: On the Files menu there is now an option to see Unit Availability which shows your available units, and occupied should you tick the occupied checkbox. You can also choose to display the units for a certain description, floor or both. Any unit shown in green is available, while red means it’s occupied
Shipping Administer
CHANGE: Shipping Administer has been split into Shipping Administer Lite and Shipping Administer Pro, therefore anyone previously with Shipping Administer will now have Shipping Administer Pro, and any change, addition or fix to Shipping Administer Lite will also be in Shipping Administer Pro, however not the other way around
Move Administer Version 1217 Released
Move Administer version 0.0.0.1217 is officially released today.
History of Changes (1177 to 1217)
Move Administer
Customer
ADDITION: You can now copy a Corporate Customer into a Non-Corporate Customer from the Actions menu of the Corporate Customer Browse and Customer Browse
Enquiries
ADDITION: You can now create Customer Enquiries by importing your website enquiry form emails from Outlook, once we have created a template for you (Tools -> Import Outlook Enquiry)
ADDITION: You can now create Internet Enquiries by importing your website enquiry form emails from Outlook, once we have created a template for you (Tools -> Import Outlook Enquiry)
Quotations
ADDITION: Purchase column has been added to the Material Requirements browse
CHANGE: The Time Onsite From field on the Resource Tab of the Event Wizard can now be cleared and therefore not show a time
Storage
CHANGE: Storage Invoice Run Criteria window is now in the form of a Wizard
ADDITION: The Storage Invoice Run Criteria Wizard now offers you the opportunity to process the Uninvoiced Storage, Aged Debtors and Storage Accruals reports prior to processing the invoice run
Accounts
ADDITION: On the Miscellaneous tab of an Invoice/Credit you can now provide a description of the invoice, which then displays on the Customer & Corporate Activity Browses
ADDITION: On the General tab of the Customer Account Default Options Wizard you can choose to print the invoice/credit descriptions on Customer Statements
ADDITION: On the General tab of the Corporate Account Default Options Wizard you can choose to print the invoice/credit descriptions on Corporate Statements
ADDITION: Customer & Corporate Statements can now print the invoice/credit descriptions
FIX: Fixed spurious error with payment terms not selecting the correct term if the payment term code is entered in rather than selected
ADDITION: The Corporate Activity Browse now shows invoice/credit descriptions
ADDITION: The Customer Activity Browse now shows invoice/credit descriptions
ADDITION: The Corporate Allocation Browse now shows invoice/credit descriptions
ADDITION: The Customer Allocation Browse now shows invoice/credit descriptions
ADDITION: The Corporate Audit Browse now shows invoice/credit descriptions
ADDITION: The Customer Audit Browse now shows invoice/credit descriptions
ADDITION: When printing a Full Audit Report you can now specify a date range for the activity
Correspondence
FIX: When emailing a statement from a Corporate Customer it now generates the statement for the Corporate rather than the Corporate Customer
Reports
ADDITION: Material Usage report will show the materials used and required for the given date range, and is based on the materials added to events only
Options
CHANGE: Options menu has been reorganised
ADDITION: On the Enquiry tab of the System Defaults Wizard you can now set the enquiry source to use when copying a Corporate Customer to a Non-Corporate Customer
ADDITION: On the Enquiry tab of the System Defaults Wizard you can now set the name of the Outlook folder to import enquiries from and move enquiries to once imported
ADDITION: On the General tab of the Storage Defaults Wizard you can now set to have the storage start date defaulting to today when you create a new Storage job
ADDITION: On the General tab of the Account Defaults Wizard you can now set to print the invoice/credit description on Corporate & Customer Activity
ADDITION: You can now provide a Returnable Purchase Rate, Non Returnable Purchase Rate and a Sale Rate for Materials on the Material Form (Tools -> Options -> Removals -> Costing -> Materials -> Open)
ADDITION: Returnable Purchase, Non Returnable Purchase and Sale Rate columns have been added to the Material Browse (Tools -> Options -> Removals -> Costing -> Materials)
Other
CHANGE: You can no longer add a County from the Check Address Window if your user access doesn’t allow the addition of new Counties
CHANGE: You can no longer add a Country from the Check Address Window if your user access doesn’t allow the addition of new Countries
CHANGE: The Tools menu has been redesigned slightly to fit new forthcoming menu options
REMOVED: You can no longer open the Agent from the Quotation Claims Browse
ADDITION: Invoice Description column has been added to the Query Invoices Browse
ADDITION: Invoice Description column has been added to the Select Invoice Browses used when linking Invoices to Corporate/Customer Correspondence
Technical
TABLES: Licensee, SystemDefaults, StorageDefaults, Invoice, AccountingDefaults, CustomerAccount, CorporateAccount, Material
Additional Modules
Self Storage Administer
CHANGE: The Self Storage Invoice Run Criteria window is now in the form of a Wizard
ADDITION: The Self Storage Invoice Run Criteria Wizard now offers you the opportunity to process the Uninvoiced Self Storage, Aged Debtors and Self Storage Accruals reports prior to processing the invoice run
ADDITION: On the General tab of the Self Storage Defaults Wizard you can now set to have the self storage start date defaulting to today when you create a new Self Storage job
FIX: Opening a Self Storage job from the Event Diary now opens the Self Storage job and not a spurious Storage job
Shipping Administer
CHANGE: You can no longer add new Countries from the Manifest Wizard if your user access doesn’t allow the addition of new Countries
CHANGE: You can no longer add new Ports from the International Consignment Wizard if your user access doesn’t allow the addition of new Ports
ADDITION: You can now create Baggage Enquiries by importing your website enquiry form emails from Outlook, once we have created a template for you (Tools -> Import Outlook Enquiry)
FIX: When rejecting a quotation with Marine Insurance the Insurance is no longer positive values, which previously made the total of the credit not less than the total of the invoice
Technical
TABLES: CrateOption, SelfStorageDefaults
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.