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
