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
Product User Guides
Additional copies of our product user guides, consisting of Move Administer – User Guides Volume 1 & 2 and Options Guide Volume 3, Commercial Administer, Shipping Administer and Survey Administer, are now available for purchase from On-Demand Manuals.
On-Demand Manuals is a company devoted to printing manuals using PDF and other digital files. On-Demand Manuals provide professional manuals on a wide range of products including software, technical and instructional manuals for companies worldwide.
State-of-the-art equipment allows On-Demand Manuals to print manuals one at a time as orders are received, a service that ensures up-to-date printed manuals are always available, eliminating the need to maintain inventories of manuals. On-Demand Manuals handle all aspects of order processing, sales, invoicing and shipping.
Comodo Code Signing Certificate
Administer Software Limited are pleased to announce that we have recently purchased a 3 year Comodo Code Signing Certificate for our software products.
Code Signing, through the use of digital signatures, enables software developers to include information about themselves and their code with their software. End users who download digitally signed 32-bit Portable Executable (.exe, .ocx, .dll or other) files can be confident that code really comes from us and has not been altered or corrupted since it was created and signed.
Recent operating system updates to Windows XP (Service Pack 2) and the new Windows Vista make it vital to use digital signatures in application files and installation packages. Vista uses code signing more widely than earlier versions of Windows. With the increased level of warnings in Vista, signing our application and installation files gives end users the reassurance they need to proceed with the installation.
Expect to see the use of our code signing certificate in forthcoming product releases and updates.
Summer Development Plans
Further to our recent user survey (and many thanks to all that participated), we now have an idea of which enhancements are of high and low importance.
It is our aim that all 47 enhancements will appear in Move Administer, the majority during the summer period (now until end of August).
There were no surprises in that the facility to generate multiple PDF attachments on a single email was top of the list, which just goes to show that emailing stationery to customers is a huge advantage to our users. Runner up to multiple PDF attachments was a call back feature enabling reminders to be automatically and manually set (work has already begun on a prototype).
There were some surprises too, a margin report appearing to be of low importance to users, so too was the facility to share prospect addresses that were outside of their prospecting area.
An additional 15 enhancements were also provided during the survey, of which we see 10 being of benefit to others, and will probably be added to our summer development plans.
Work has now started on some of the enhancements, while the major ones will start in July, so please keep checking back for some interesting development news.
Declared Liability
Changes in the way Move Administer handles declared liability are now complete and with our testers for their comments. When we originally added declared liability to Move Administer we simply removed all insurance fields, however since talking with our users we have made the following changes:
Liability can now be calculated and charged as a percentage of the removal charge. Yep, you did read right, charged!
For example, Move Administer allows you to produce a quotation with a Nett moving figure of £500.00. Let’s say that your rate of liability is 10%, therefore your Liability would be calculated as £50.00. VAT is then calculated on the Nett + Liability, with the Total being the Nett + Liability + VAT.
When the Quotation is printed the customer see’s the basic removal charge at £550.00 + VAT. When the Quotation is accepted the invoice generated will have a Nett figure of £550.00. There is no mention of the £50.00 Liability to the customer.
You also have a checkbox which if ticked will print that ‘extended liability’ has been included, and the extended liability can have it’s own valuation cover that is different to the standard cover on a per product basis (Inland, European, Commercial, etc).
This new way of dealing with Liability allows you, the remover, to claw back some of that lost insurance revenue. And although on the example above £550.00 would be posted to the sales code assigned to the Quotation, Move Administer will have reports to show the breakdown of accepted Quotations, so you can then see just how much Liability revenue was charged in any period, allowing you to adjust your sales turnover figures accordingly.
The ‘new’ liability rate can also be charged for additional services offered, and when it comes to Storage you can charge the Liability as a percentage of the weekly rate or a percentage of the declared valuation.
Fingers crossed that our ‘Declared Liability’ testers find this a great addition to Move Administer.
Stationery: Commercial Quotations
Here’s a sneak preview of the Commercial Quotations.
Each PDF consists of 2 pages consisting of a Quotation and an Acceptance. Whilst no Additional Services are shown, you can of course produce an Additional Services Quotation and Acceptance to accompany your Commericial Quotation.
As with Inland Quotations, free text can be supplied as Included and Excluded options.
So, first up is the layout used for those who are regulated by the Financial Services Authority and can therefore offer and charge for insurance cover.
Next we have the layout used for those who offer extended liability.
Comments appreciated, as always.