Administer Software Limited
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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 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 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
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!
Survey Administer version 0.0.0.1340 is officially released today.
History of Changes (1336 to 1340)
FIX: Items with a destination of Not To Move are no longer included in sub and grand totals of quantity, volume or valuation on the Inventory Report, unless the Inventory Report is specifically listing items with a destination of Not To Move
ADDITION: A new ‘TLS authentication’ checkbox has been added to the Email tab of the System Defaults Wizard (Tools -> System Defaults) and when checked allows for TLS (Transport Layer Security) connections and authentication when sending emails, ideal when using GoogleMail email accounts
TABLES: SurveyDefaults
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.
Move Administer version 0.0.0.1133 is officially released today.
History of Changes (1127 to 1133)
Move Administer
Enquiries
FIX: The Internet Enquiries browse is now shown in name order by default
Appointments
CHANGE: If the calendar on the Appointment Diary shows today’s date then this is now highlighted with > and < either side of the date
ADDITION: Any calendar date shown in red on the Appointment Diary means that the chosen surveyor is showing in the Diary Notes as having a block on the appointments for that date
ADDITION: You can now produce ‘Notice to the right to cancel’ forms from the Actions menu of the Appointments Diary, either individually or on mass for all appointments for the chosen surveyor on the chosen date
FIX: Printing Service Specification forms on mass with multiple trading companies now works again
Quotations
ADDITION: Print Identity Labels have been added to the Actions menu and Print toolbar button of all Query Quotation browses
Accounts
FIX: When opening an invoice/credit the tax rate no longer jumps to the new tax rate for the chosen tax code, although when it did this the amount of tax charged didn’t change ?
Reports
CHANGE: The Enquiry Register report now shows all quotations raised for each enquiry where the quotation is created after the enquiry has been taken, rather than just linked quotations
ADDITION: You can now choose to include converted enquiries (those with a status of Customer) on the Internet Enquiries by Creator report
ADDITION: You can now choose to include converted enquiries (those with a status of Customer) on the Internet Enquiries by Source report
ADDITION: The Internet Enquiries by Creator report now shows the quantity for each status together with a conversion rate
ADDITION: The Internet Enquiries by Source report now shows the quantity for each status together with a conversion rate
Options
FIX: Items with a destination of Not To Move are no longer included in sub and grand totals of quantity, volume or valuation on the Inventory Report, unless the Inventory Report is specifically listing items with a destination of Not To Move
CHANGE: The PDF tab on the Trading Companies Wizard (Tools -> Options -> Defaults -> Trading Companies -> Open) has now been changed to Stationery
ADDITION: Two new fields are available on the Stationery tab of the Trading Companies Wizard that allow you to enter the name of the person to return ‘Notice to the right to cancel’ forms to, together with an email address, both of which get printed on the ‘Notice’ should they exist
ADDITION: A new ‘TLS authentication’ checkbox has been added to the Email tab of the System Defaults Wizard (Tools -> Options -> Defaults -> System) and when checked allows for TLS (Transport Layer Security) connections and authentication when sending emails, ideal when using GoogleMail email accounts
Other
CHANGE: If the calendar on the Event Diary shows today’s date then this is now highlighted with > and < either side of the date
ADDITION: A 2009 seasonal planner is now available for import from the Actions menu of the Seasonal Variances browse (Tools -> Options -> Removals -> Costing -> Seasonal Variances)
Technical
TABLES: DiaryNotes, Trader, SystemDefaults
Additional Modules
Self Storage Administer
FIX: When charging liability based on the value of the goods the rate is no longer divided by 7 before it works out the daily rate based on the monthly charge! – Apologies
Shipping Administer
ADDITION: You can now choose to include converted enquiries (those with a status of Customer) on the Baggage Enquiries by Creator report
ADDITION: You can now choose to include converted enquiries (those with a status of Customer) on the Baggage Enquiries by Source report
ADDITION: The Baggage Enquiries by Creator report now shows the quantity for each status together with a conversion rate
ADDITION: The Baggage Enquiries by Source report now shows the quantity for each status together with a conversion rate
ADDITION: Print Identity Labels has been added to the Action menu and Print toolbar button of Query European Consignment and Query International Consignment browses
ADDITION: Print Identity Labels has been added to the Actions menu and Print toolbar button of Manifest Wizard
ADDITION: Print Manifest Status has been added to the Actions menu and Print toolbar button of the Manifest browse, although it will only appear if the highlighted manifest is an export
FIX: The Baggage Enquiries browse is now shown in name order by default
FIX: The locator on the Manifest browse is now set to incremental rather than step by default
Move Administer version 0.0.0.1127 is officially released today.
History of Changes (1116 to 1127)
Move Administer
Customer
CHANGE: Customer ID on the Customer Form has been moved from the Miscellaneous group to the Company group
ADDITION: The Customer Form now has a Co-ordinator field in the Miscellaneous group
ADDITION: Co-ordinator column added to the Customer Browse
Corporate
ADDITION: The Corporate Wizard now has a Co-ordinator (Move Co-ordinator/Account Manager) field on the Correspondence tab
ADDITION: The Corporate Form now has a Co-ordinator field in the Miscellaneous group
ADDITION: Co-ordinator column added to the Corporate Browse
Reports
ADDITION: Internet Enquiries By Creator report added to Reports -> Enquiry menu
ADDITION: Internet Enquiries By Source report added to Reports -> Enquiry menu
ADDITION: Internet Enquiry Register report added to Reports -> Enquiry menu
Options
ADDITION: A new checkbox has been added to the Enquiry tab of the System Defaults Wizard to set the move co-ordinator/account manager to the enquiry creator
Other
ADDITION: New security doors for new reports
ADDITION: New ‘VAT Rate Adjustments’ option on the Tools menu that processes existing data and adjusts the VAT rate (and recalculates any VAT and totals) for the nearly assigned VAT rate for the default VAT code in the Accounting Defaults
Technical
TABLES: Internet, Customer, Corporate
Additional Modules
Shipping Administer
CHANGE: International has been changed to Shipping on the Tools -> Options menu
ADDITION: A new checkbox has been added to Transit Types (Tools -> Options -> Shipping -> Transit Types) that when checked means that the transit type is ignored on the Uncontainerised International Consignments report
CHANGE: The Uncontainerised International Consignments report (Reports -> Removals -> Uncontainerised International Consignments) now takes into consideration the checkbox on the Transit Types (see above) and can list all uncontainerised international consignments or only those that have been assigned a destination port
ADDITION: Baggage Enquiries By Creator report added to Reports -> Enquiry menu
ADDITION: Baggage Enquiries By Source report added to Reports -> Enquiry menu
ADDITION: Baggage Enquiry Register report added to Reports -> Enquiry menu
Technical
TABLES: TransitType, Baggage
Survey Administer version 0.0.0.1336 is officially released today.
History of Changes (1332 to 1336)
ADDITION: A new Inventory tab exists on the System Defaults Wizard that enables you to provide a default description of the inventories being taken
CHANGE: The default description of the inventory is now set to the default description set above
FIX: If after updating to this version you can still produce more than one inventory for a customer then let me know urgently as I believe I’ve now fixed this issue
TABLES: SurveyDefaults
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