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.
Late Payment Legislation Update
Do you operate to the late payment legislation?
If so, it may be time to check and update the interest rates within Move Administer which allows you to charge interest on overdue invoices.
For interest rates from 2002 visit www.payontime.co.uk.
You can update these by clicking on Tools – Options – Accounting – Interest Rates.
Move Administer Version 1177 Released
Move Administer version 0.0.0.1177 is officially released today.
History of Changes (1158 to 1177)
Move Administer
Quotations
ADDITION: You can now enter a date on the General tab of the Quotation Wizard of when the questionnaire was sent to a Customer, but only for Accepted Inland / Hourly / Commercial / European / International Quotations
ADDITION: When emailing or printing a questionnaire the Questionnaire date on the Quotation is automatically updated to today’s date
ADDITION: You can now surcharge Cheque payments
Storage
FIX: Invoices created from the storage invoice run where the Storage job uses the Free Text Payment Term now print the actual payment term rather than nothing at all
REMOVED: You can no longer create or delete a Container Inspection from the Actions menu of the Storage Wizard
CHANGE: Container Inspection is now Access Container
ADDITION: You can now Insert, Open and Delete Container Activity (Access only) from the Container History tab of the Storage Wizard
ADDITION: Map Warehouse Bay button has been added to the Storage Wizard toolbar
ADDITION: You can now automatically surcharge Cheque payments
Accounts
FIX: You can no longer save an Ad-hoc Invoice/Credit with a total of zero
ADDITION: You can now have product specific Purchase Orders, which are available on the Purchase Orders tab of the Corporate Account Default Options Wizard and Customer Account Default Options Wizard
ADDITION: Payment Date is now an option on the Bank tab of the Corporate Account Default Options Wizard and Customer Account Default Options Wizard
ADDITION: You can now export Direct Debits to a format compatible with Debit Finance Collections plc (www.debitfinance.co.uk), which can be found on the Actions menu of the Corporate and Customer browses
Correspondence
FIX: When importing an email template into Internet Enquiries Correspondence the subject is only imported if checked within the email template
CHANGE: The PDF tab on Corporate / Customer / Internet Enquiry / Baggage Enquiry Email Correspondence windows has been renamed to Attachments
ADDITION: You can now attach ANY file to a Corporate / Customer / Internet Enquiry / Baggage Enquiry Email
ADDITION: You can now attach a Corporate Repository Document to a Corporate Email
ADDITION: You can now attach a Customer Repository Document to a Customer Email
ADDITION: You can now view any file attached to a Corporate / Customer / Internet Enquiry / Baggage Enquiry Email
Reports
ADDITION: Container Activity report now shows the names and time of visitors for access to a container
Options
ADDITION: You can now set different default levels of cover (Limited/Standard/Extended) for each product on the Cover tab of the Insurance Defaults Wizard (Tools -> Options -> Defaults -> Insurance)
CHANGE: The Attachments tab of the System Defaults Wizard has been renamed Repository (Tools -> Options -> Defaults -> System)
ADDITION: You can now enter a surcharge amount and sales code for Cheques on the Surcharge tab of the Accounting Defaults Wizard (Tools -> Options -> Defaults -> Accounting)
Other
CHANGE: When matching prospect postal codes for new enquiries and quotations the system now searches through any matches to check that a matching street doesn’t already exist
ADDITION: A ‘Free of Charge’ option has now been added to Worksheet Status
CHANGE: The Events tab on the Event Diary has been renamed Removal Events
CHANGE: The Containers tab on the Event Diary has been renamed Storage Containers
CHANGE: The Event Diary now shows the calendar buttons in bold when the Storage Containers tab is active if occupied container activity exists, regardless of whether Occupied is checked or unchecked
CHANGE: Corporate and Customer Attachments has been renamed Repository Documents
Technical
TABLES: InsuranceDefaults, Trader, Worksheet, CustomerAccount, CorporateAccount, ContainerHistory, Quotation, CustomerPDF, CorporatePDF, InternetPDF, AccountingDefaults, Storage
Additional Modules
Self Storage Administer
ADDITION: Self Storage Unit History is now shown on the Event Diary, just like the Storage Container History
FIX: Starting a storage for 12 months in advance invoicing at least a full month now invoices correctly
ADDITION: Unit Activity report now shows the names and time of visitors for access to a unit
ADDITION: You can now Insert, Open and Delete Unit Activity (Access only) from the Unit History tab of the Self Storage Wizard
ADDITION: You can now automatically surcharge Cheque payments
ADDITION: Added Size column to the Query Unit Occupants browse
ADDITION: You can now browse all Occupied Units for Corporate Customers as a whole
ADDITION: You can now browse all Unit History for Corporate Customers as a whole
Shipping Administer
CHANGE: The Trade Quotations report now totals the quotations, the cubic feet, cubic metres and charges for each trading company.
FIX: When importing an email template into Baggage Enquiries Correspondence the subject is only imported if checked within the email template
ADDITION: Added DOB and Passport Number to the Consignee section of the Bill of Ladings
ADDITION: You can now state whether there is no Destination Agent on the Destination tab of an International Consignment
CHANGE: An International Export Bill of Lading with No Destination Agent checked will print the Customer’s Destination Address as the Destination on all documentation
CHANGE: An International Export Certificate of Shipment with No Destination Agent checked will print the Customer’s Destination Address as the Destination on all documentation
CHANGE: An International Export Pre-Alert with No Destination Agent checked will print the Customer’s Destination Address as the Destination on all documentation
CHANGE: An International Export Shipment Status with No Destination Agent checked will print the Customer’s Destination Address as the Destination on all documentation
Technical
TABLES: SelfStorageDefaults, UnitHistory, Consignment, BaggagePDF, SelfStorage
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.
Follow us on Twitter
Now you can follow our development updates on a more regular basis on Twitter.
Both Richard and I plan to update our Twitter status as often as possible, so check it out and follow us.
Move Administer Version 1158 Released
Move Administer version 0.0.0.1158 is officially released today.
History of Changes (1154 to 1158)
Move Administer
Enquiries
CHANGE: When converting an Internet Enquiry to a Customer Enquiry the creator, date and time of the customer enquiry is now set to the creator, date and time of the internet enquiry, however this can be changed on the Customer Wizard
Storage
CHANGE: The Container listbox on the Storage browse for Customers and Corporates now updates to show Container changes when a Storage job is increased, decreased or has been ended
Other
FIX: Exporting Claims using the Export Wizard now exports the claim details field correctly for each claim
FIX: Exporting Complaints using the Export Wizard now exports the complaint and resolution fields correctly for each complaint
FIX: Exporting Incidents using the Export Wizard now exports the incident and resolution fields correctly for each incident
FIX: Archiving Customers has been tightened up which results in more customers becoming archived due to lack of activity (Tools -> Archive Customers)
CHANGE: When emailing Questionnaires generated by Move Administer the line that states “questionnaire below and return this letter in the prepaid envelope provided.” will automatically change to “questionnaire below and return this letter to us.”
Reports
CHANGE: All reports now print the trading name in the header, where applicable
Additional Modules
Self Storage Administer
CHANGE: The Unit listbox on the Self Storage browse for Customers and Corporates now updates to show Unit changes when a Self Storage job is increased, decreased or has been ended
Shipping Administer
CHANGE: When converting a Baggage Enquiry to a Customer Enquiry the creator, date and time of the customer enquiry is now set to the creator, date and time of the internet enquiry, however this can be changed on the Customer Wizard
Move Administer Version 1154 Released
Move Administer version 0.0.0.1154 is officially released today.
History of Changes (1148 to 1154)
Move Administer
Appointments
CHANGE: Any diary note which blocks appointments for ALL surveyors now highlights the calendar day in red
Storage
FIX: Small anomaly in compound invoicing where people that had ended storage were listed on invoices, yet thankfully no charges were calculated
Accounts
ADDITION: Invoices can now print the invoice balance in the detail section, therefore stating if the invoice has been paid, and the amount outstanding if any. Please see below for how to turn this option on and off System and Corporate/Customer wide
CHANGE: Payment Terms on the Account Default Options Wizard for Corporates have been placed on their own Payment Terms tab
ADDITION: A new checkbox to print the invoice balance on invoices has been added to the General tab of the Corporate Account Default Options Wizard
CHANGE: Payment Terms on the Account Default Options Wizard for Customers have been placed on their own Payment Terms tab
ADDITION: A new checkbox to print the invoice balance on invoices has been added to the General tab of the Customer Account Default Options Wizard
Correspondence
CHANGE: When importing an email template the subject will only change if set in the Email Template itself (see below)
Reports
ADDITION: The Empty Containers report Criteria Window now has a new checkbox option to include damaged containers
CHANGE: The Empty Containers report can now include or exclude damaged containers
Options
ADDITION: You can now specify whether to import the subject of the template into the email (Tools -> Email Templates)
CHANGE: The Terms tab on the Accounting Defaults Wizard has been renamed to Payment Terms
CHANGE: The Credit Limits tab in the Accounting Defaults Wizard has been renamed to Balances
ADDITION: You can choose to print the invoice balance on Corporate and Customer invoices. Please note that this can be turned on and off on a per Corporate and Customer basis
Technical
TABLES: Template, AccountingDefaults, CustomerAccount, CorporateAccount
Additional Modules
Self Storage Administer
ADDITION: The Empty Units report Criteria Window now has a new checkbox option to include damaged units
CHANGE: The Empty Units report can now include or exclude damaged units
FIX: The Empty Units report now prints the column headings
Move Administer Version 1148 Released
Move Administer version 0.0.0.1148 is officially released today.
History of Changes (1133 to 1148)
Move Administer
Storage
FIX: Small anomaly in finding compound storage jobs to be invoiced
ADDITION: When browsing Storage jobs for a Customer or Corporate, a second browse is now available displaying the occupied containers for the highlighted storage job
ADDITION: Uninvoiced Storage report is now available (Reports -> Storage -> Uninvoiced Storage)
ADDITION: A warning now appears if you enter a new Storage job that has missed previous Storage invoice runs
Reports
FIX: Some reports had no security on them
Options
ADDITION: When browsing Containers (Tools -> Options -> Storage -> Containers) a second browse is now available displaying the occupants for the highlighted container
Other
FIX: Worksheets can now be created for different trading companies again rather than just the main trading company set in the defaults
ADDITION: When browsing Storage jobs for Query (Tools -> Query -> Storage -> Storage), a second browse is now available displaying the occupied containers for the highlighted storage job
ADDITION: When browsing Containers for Query (Tools -> Query -> Storage -> Containers), a second browse is now available displaying the occupants for the highlighted container
ADDITION: Export Wizard has been added to the Claims register browse
ADDITION: Export Wizard has been added to the Complaints register browse
ADDITION: Export Wizard has been added to the Incident register browse
ADDITION: New security doors added
Additional Modules
Self Storage Administer
ADDITION: When browsing Units (Tools -> Options -> Self Storage -> Units) a second browse is now available displaying the occupants for the highlighted unit
ADDITION: When browsing Self Storage jobs for a Customer or Corporate, a second browse is now available displaying the occupied units for the highlighted self storage job
ADDITION: When browsing Self Storage jobs for Query (Tools -> Query -> Self Storage -> Self Storage), a second browse is now available displaying the occupied containers for the highlighted self storage job
ADDITION: When browsing Units for Query (Tools -> Query -> Self Storage -> Units), a second browse is now available displaying the occupants for the highlighted unit
ADDITION: Self Storage Accruals report is now available (Reports -> Accounting -> Self Storage Accruals)
ADDITION: Uninvoiced Self Storage report is now available (Reports -> Self Storage -> Uninvoiced Self Storage)
ADDITION: A warning now appears if you enter a new Self Storage job that has missed previous Self Storage invoice runs
Shipping Administer
ADDITION: On the Files menu there is a new option labelled ‘Shipments’, than when selected opens a new window that displays 8 browses across 2 tabs that are driven by the date locator in the top left of the window. The Departure tab shows, from left to right, top to bottom, Manifests with an estimated port departure date of the locator date, Manifests with an actual port departure date of the locator date, Consignments with an estimated port departure date of the locator date and Consignments with an actual departure date of the locator date. The Arrival tab shows, from left to right, top to bottom, Manifests with an estimated port arrival date of the locator date, Manifests with an actual port arrival date of the locator date, Consignments with an estimated port arrival date of the locator date and Consignments with an actual port arrival date of the locator date. Please note: The Consignment browses can show Manifested Consignments if the checkbox in the bottom left corner of the window is checked
ADDITION: Trade Quotations report is now available (Reports -> Removals -> Trade Quotations)
CHANGE: Manifest Status has been renamed Status Request on Action menus and Manifest Status Request upon the report
ADDITION: You can now print a Status Request for a Consignment from the Consignment browses and from within the Manifest wizard
Technical
TABLES: Consignment, Manifest
Shipping Administer Enhancements
Recent enhancement to the Shipping Administer module of Move Administer consists of the Manifest Status sheet and Shipments Diary.
The Manifest Status can be printed from the manifest browse, which has also undergone some cosmentic changes of late in that it now shows all consignments allocated to each manifest as you scroll up and down the browse, and also allows you to update all, assign, open and unassign consignments to the highlighted manifest, aswell as setting the master consignment.
The Shipment Diary shows estimated and actual port departures for manifests and consignments, together with estimated and actual port arrivals, showing a total of 8 browses across 2 tabs. The consignment browses show unmanifested consignments by default, however checking a small checkbox allows all consignments to be shown. Various sorting, printing, arranging and outputting of data can be achieved using our standard Xplore feature, available on all browses. The Shipment Diary can also automatically update on a preset number of seconds.
Another change made recently is the daily facility to automatically assign consignments to available manifests, a mundane task that took quite some time in the past, now done in the blink of an eye!
Notice To The Right To Cancel
Following on from the ‘Doorstep selling – what removers need to know’ article in Removals & Storage December 2008, steps have been taken in order to allow users to produce a Notice to the Right to Cancel from within Move Administer.
From October 1st 2008, the regulations extend the law on cooling-off periods and cancellation rights for consumers, and are aimed primarily at traders who enter into a contract with a consumer at their home or workplace.
The Notice to the Right to Cancel can be printed from the appointments diary and therefore taken with the surveyor and presented at the time of survey should a price be agreed for the service(s) required.