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.
Wanted!!!
In order to start gathering ideas for Crate Administer, we would be grateful to receive copies of any stationery currently used within your organisation.
Please forward anything you feel we would benefit from seeing, invoices, delivery/collection dockets, etc, to our usual postal address, or better still email them.
Many thanks.