Posted by Colin Wynn on Mar 18, 2011 in
Move Administer,
Survey Administer 
Changes have been made to Move Administer to allow the synchronisation of data between itself and Survey Administer via the ever popular service provided by Dropbox.
Using Dropbox allows synchronisation between the systems while away from the office and is much easier than emailing the data. Once a file has been synchronised the user(s) are instantly notified by the installed Dropbox application.
Move Administer version 0.0.0.1325 is officially released today.
History of Changes (1306 to 1325)
Move Administer
Accounts
CHANGE: When exporting the audit to Sage the tax amount can now be compounded with the nett amount, ideal for dealing with Insurance Premium Tax as a whole rather than being split into nett and tax
ADDITION: You can now mark audit exported to Sage (with an export number) as unexported,using ‘Mark as Unexported’ from the Actions menu of the Export to Sage Browse (Tools -> Export to Sage)
Options
CHANGE: ‘Charge mediation/arrangement fees’ on the Cover tab of the Insurance Defaults Wizard has been changed to ‘Charge mediation fees’
ADDITION: ‘Charge arrangement fees’ has been added to the Cover tab of the Insurance Defaults Wizard
ADDITION: You can now specify by use of a checkbox that the tax for a particular tax code is compounded to the nett when exporting your audit to Sage, ideal for when exporting your Insurance Premium Tax (Tools -> Options -> Accounting -> Tax Codes)
Other
ADDITION: Event ID column has been added to the Event Browse on the Event Diary
ADDITION: Event ID column has been added to the Query Event Browse
ADDITION: Event ID and Costing columns have been added to the Quotation Event Browse
ADDITION: Event ID and Costing columns have been added to the Event Browse on the Quotation Service Wizard
ADDITION: Three new buttons have been added to the Privileges tab of the User Wizard within User Administer which Grant/Clear or Deny access to ALL doors within the system
Technical
TABLES: AccountingDefaults, InsuranceDefaults, TaxCode
Additional Modules
Archive Administer
ADDITION: Archive Storage has been added to the Query section of the Tools menu which allows you to query on Items, Contents and Dockets
ADDITION: Archive Dockets tab has been added to the Event Diary to show Dockets for the chosen day
ADDITION: Archive Storage has been added to the Actions menu of the Customer Form which allows you access to Items, Item Summary, Contents, Dockets and Locations
ADDITION: A Destroyed checkbox has been added to the Items Browse which will force the Items Browse to display destroyed Items too
ADDITION: A Destroyed checkbox has been added to the Contents Browse which will force the Contents Browse to display Contents from destroyed Items too
ADDITION: The Archive Dockets Browse now shows a separate browse to show the Archive Activity for the highlighted Docket
Crate Administer
ADDITION: The Crate Dockets Tab of Crate Hire now shows separate browses to show the Crate Activity and Consumable Activity for the highlighted Docket
FIX: Fixed an issue where in very extreme cases Credits were raised for Crate Hire for periods that didn’t require anything
FIX: Fixed an issue where if a new rate was provided for Crate Hire that has previously taken place but ended then the old rate was always shown, although this could be amended if spotted
Technical
TABLES: ArchiveContents, ArchiveItems, ArchiveActivity
Move Administer version 0.0.0.1306 is officially released today.
History of Changes (1300 to 1306)
Move Administer
Quotations
ADDITION: Costing column has been added to the Event Browse of the Event Diary, which unfortunately means any customisation of the browse will be lost and will need to be setup again – apologies for the inconvenience
Storage
FIX: When accepting the Storage element of a Quotation if the date storage started is automatically set to be in advance of the number of days into the month to force the next month then ‘invoice at least a full month’s storage’ is now automatically checked
Accounts
ADDITION: The VAT Rate Adjustments is now called VAT/IPT Rate Adjustments and handles the forthcoming IPT increase as well at the VAT increase on January 4th, 2011
CHANGE: Wording change to the Direct Debit Guarantee on all Direct Debit Instructions
Reports
ADDITION: The Day Book Criteria window now allows you to have the report include Corporates (default), exclude Corporates or only show Corporates
ADDITION: The Day Book Report (Reports -> Accounting -> Day Book) now shows Corporate transactions depending on the above setting
ADDITION: The Payments Criteria window now allows you to have the report include Corporates (default), exclude Corporates or only show Corporates
ADDITION: The Payments Report (Reports -> Accounting -> Payments) now shows Corporate transactions depending on the above setting
Options
ADDITION: You can now set the default product type to be used when entering new Enquires (Tools -> Options -> Defaults -> System -> Enquiry tab)
ADDITION: You can now choose to turn off matching customers when entering new prospect addresses (Tools -> Options -> Defaults -> System -> Prospecting tab)
ADDITION: You can now choose to print 21 Identity Labels to a page, albeit without a barcode (Tools -> Options -> Defaults -> System -> Identity Labels tab)
CHANGE: Default Quotation Sales Codes have moved from the Accounting Defaults Wizard to the Trading Company Wizard to be trading company specific (Tools -> Options -> Defaults -> Trading Companies -> Open -> Quotation tab)
CHANGE: Default Payment Terms have moved from the Accounting Defaults Wizard to the Trading Company Wizard to be trading company specific (Tools -> Options -> Defaults -> Trading Companies -> Open -> Payment Terms tab)
CHANGE: Free Text Payment Term has moved from the Payment Terms tab to the Balance tab of the Accounting Defaults Wizard (Tools -> Options -> Defaults -> Accounting)
ADDITION: You can now set the number of working days in advance to collect payment by Direct Debit on the Bank tab of the Trading Company
REMOVED: Payment Terms tab from the Accounting Defaults Wizard
REMOVED: Quotation tab from the Accounting Defaults Wizard
Other
ADDITION: Material and Equipment Destination is now included when importing surveys from Survey Administer
ADDITION: Archive Storage has been added to the Actions menu of the Customer form
ADDITION: Archive Storage has been added to the Reports menu
NOTE: Big changes to the Inventory side, please read the Survey Administer section below
Technical
TABLES: Trader, SystemDefaults, Trader, InventoryMaterial, InventoryEquipment
Additional Modules
Self Storage Administer
FIX: When accepting a Self Storage Quotation if the date storage started is automatically set to be in advance of the number of days into the month to force the next month then ‘invoice at least a full month’s storage’ is now automatically checked
Survey Administer
NOTE: Big change to the inventory as you now have a Destination option on the Inventory Browse itself which allows you to predefine the destination of the highlighted Item/Material/Equipment being added. If you choose to Increase the quantity of an Item/Material/Equipment already with a quantity and destination then should the destination chosen on the Browse be different the selected Item/Material/Equipment is copied to a new Item/Material/Equipment but to the chosen destination. If you choose to Open or Decrease the quantity of an Item/Material/Equipment then the highlighted Item/Material/Equipment is Opened/Decreased. What this allows is one inventory of items regardless of the destination of the item
ADDITION: Destination options added to the bottom left of the Inventory Browse
ADDITION: Destination field added to the Material Form
ADDITION: Destination field added to the Equipment Form
CHANGE: Inventory Items report now only shows the Materials and Equipment for the chosen destination
ADDITION: Material Requirements report now asks for the destination
ADDITION: Equipment Requirements report now asks for the destination
ADDITION: Material and Equipment Destination is now included when exporting surveys to Move Administer
Technical
TABLES: InventoryMaterial, InventoryEquipment
Move Administer version 0.0.0.1300 is officially released today.
History of Changes (1287 to 1300)
Move Administer
Enquiries
FIX: Email headers and footer images are working again now on Internet and Baggage Enquiry Emails
Appointments
ADDITION: Origin Property column has been added to the Appointment Diary browse, which unfortunately means any customisation of the browse will be lost and will need setting again – apologies for the inconvenience
CHANGE: Should an appointment have a status of Cancelled or Postponed the Time From, Time To and Status columns will show in red
Quotations
CHANGE: When importing an enquiry into a quotation, if the appointment found is older than 2 weeks, in the future or not confirmed then it is ignored and the last enquiry for the customer is used and not therefore the enquiry linked to the appointment
ADDITION: When importing Survey Notes into the Instructions within the Event Wizard you now have the option to import the Included and Excluded Options
Accounts
ADDITION: VAT Rate Adjustments has returned to the Tools menu ready for the January 4th VAT rate change
Reports
ADDITION: Added Nett figures to the Enquiry Source Statistics report (Reports -> Removals -> Enquiry Source Statistics), however these are only for the quoted nett for all products except Storage and Self Storage and do not include Additional Services
ADDITION: You can now choose to print the Planning details from the Quotation on the Inventory of Items, if a Quotation has been linked to the Inventory
ADDITION: You can now choose to print the weight of the total inventory on the Inventory of Items
Options
ADDITION: You can now set the default value of Survey Required for Customer Enquiries on the Enquiry tab of the System Defaults Wizard (Tools -> Options -> Defaults -> System)
ADDITION: You can now set the default value of Overrule Nett for Quotations on the General tab of the Removal Defaults Wizard (Tools -> Options -> Defaults -> Removals)
Other
ADDITION: You can now import addresses from a generic CSV (comma separated variables) file into the Prospect Database from the Actions menu of the Prospect Browse. The layout of the file must be SALUTATION, STREET1, STREET2, STREET3, TOWN, COUNTY, POSTALCODE
CHANGE: When deleting a Repository Document before the physical file is removed from your hard disk it will check to see if it’s references by another Customer/Corporate and if so it will not delete the physical file
ADDITION: Planning dates are now imported from Survey Administer
ADDITION: A new security door that grants/denies access to setting Credit Limits on Customers and Corporates
Technical
TABLES: RemovalDefaults, SystemDefaults, CustomerAttachment, CorporateAttachment
Additional Modules
Survey Administer
ADDITION: There is now a Planning tab that allows you to provide dates applicable to the removal
ADDITION: Planning dates are now exported to Move Administer
ADDITION: You can now choose to print the Planning details from the Survey on the Inventory of Items
ADDITION: You can now choose to print the weight of the total inventory on the Inventory of Items
Technical
TABLES: SurveyAdminister
Posted by Colin Wynn on Oct 22, 2010 in
Survey Administer 
Novatech on Monday released their so called new nTablet, a 10.1″ Touch Screen Tablet PC.
The nTablet runs off an Intel Atom N455 1.6Ghz Processor, has 1GB 1333Mhz memory, 32GB SSD Hard Drive, Wifi & Bluetooth connectivity, 1.3 megapixel camera, MicroSD expansion slot, 3G connectivity.
Once we heard of this nTablet we just had to buy one and test Survey Administer on it, and I’m pleased to report it works an absolute charm. The 10.1″ screen size will suit most users better.
We believe this Novatech badged nTablet is however the ViewSonic ViewPad 10 as seen here.
Read more…
Posted by Colin Wynn on Oct 6, 2010 in
Move Administer 
Another script has been developed to import sales leads, this time for moveme.
The script (due in the next release of Move Administer) will import the ‘Request Quotes’ sales lead from Outlook as an Internet Enquiry at the press of a button.
If you’re a user of Move Administer and receive sales leads from moveme then please contact us in order to enable this feature for you.
Move Administer version 0.0.0.1287 is officially released today.
History of Changes (1260 to 1287)
Move Administer
Enquiries
FIX: When converting an Internet Enquiry to a Customer the Tentative Date, Month and Period of the Enquiry is now set to the values of the Internet Enquiry
ADDITION: You can now change the Trading Company of an Internet Enquiry from the Actions menu of the Internet Enquiries Browse
ADDITION: There is now a Convert button on the Internet Enquiry Browse that does the same as Actions -> Convert to Customer, but is more easily accessible
Quotations
ADDITION: On the Miscellaneous tab of Inland/Hourly/Commercial/European/International Quotation Wizards you can now choose whether to print the volume, distance and mode on the quotation
ADDITION: On the Storage tab of the Storage Quotation Wizard for Inland/Hourly/Commercial Quotations you can now choose whether to print the volume and/or estimated number of containers on the quotation
ADDITION: On the Storage tab of the Storage Quotation Wizard you can now choose whether to print the volume and/or estimated number of containers on the quotation
Storage
ADDITION: A Notepad tab has been added to the Storage Wizards
Options
ADDITION: On the General tab of the System Defaults Wizard (Tools -> Options -> Defaults -> System) you can now supply the two default telephone numbers to display when opening newly entered Customers, Internet Enquiries and Baggage Enquiries
ADDITION: On the General tab of the Removal Defaults Wizard (Tools -> Options -> Defaults -> Removal) you can now select whether to print the volume, distance and mode on quotations for all new removal quotes
ADDITION: On the Quotation tab of the Storage Defaults Wizard (Tools -> Options -> Defaults -> Storage) you can now select whether to print the volume and estimated number of containers on quotations for all new storage quotes
Other
FIX: It seems that even if you chose not to be shown Follow-up Reminders the system would still look for them, therefore using unnecessary network resources. This has consequently now stopped altogether
FIX: It seems that if you chose to check for Follow-up Reminders at a set interval then that interval was ignored and Follow-ups were checked every single second, therefore using unnecessary network resources. This has consequently now been fixed
ADDITION: For those running multiple trading companies, when mass printing Crewsheets, Waybills or Questionnaires from the Event Diary you can now select a single trading company to print for, leaving this blank will print for all trading companies
ADDITION: We have setup a script to read website sales leads received by email from UK Removal (http://uk-removal.co.uk) out of Microsoft Outlook and into Move Administer as an Internet Enquiry (Tools -> Import Outlook Enquiry) – Please contact us if you require this feature (Thanks to Alexanders for their assistance with this)
ADDITION: We have setup a script to read website sales leads received by email from the BAR’s website out of Microsoft Outlook and into Move Administer (Tools -> Import Outlook Enquiry). The ‘Contact a remover’ emails are converted to an Internet Enquiry and the ‘Quick Estimate’ and ‘Advanced Estimate’ emails are converted to Customer Enquiries – Please contact us if you require this feature (Thanks to Sullys for their assistance with this)
ADDITION: New security doors added that allow user access to inserting and/or opening invoices/credits/receipts/refunds
Technical
TABLES: SystemDefaults, Storage, RemovalDefaults, StorageDefaults, Quotation, QuotationStorage
Additional Modules
Self Storage Administer
ADDITION: A Notepad tab has been added to the Self Storage Wizards
Shipping Administer Lite
ADDITION: The Shipping tab of the Removal Defaults Wizard (Tools -> Options -> Defaults -> Removal) you can now set whether the Estimated Pickup Date of a European and International Consignment is a required field, meaning that if it is then the Consignment can only be saved if the Estimated Pickup Date has a value in it
FIX: When converting a Baggage Enquiry to a Customer the Tentative Date, Month and Period of the Enquiry is now set to the values of the Baggage Enquiry
ADDITION: When accepting a Trade Quotation you now have a choice on the Acceptance form to automatically generate a European or International Quotation using the information contained in the Trade Quotation
ADDITION: You can now change the Trading Company of a Baggage Enquiry from the Actions menu of the Baggage Enquiries Browse
ADDITION: There is now a Convert button on the Baggage Enquiry Browse that does the same as Actions -> Convert to Customer, but is more easily accessible
Technical
TABLES: RemovalDefaults, SurveyAdminister, SelfStorage
Posted by Colin Wynn on Aug 29, 2010 in
Move Administer 
We have now created scripts to enable Move Administer to import internet sales leads from emails received from the BAR (British Association of Removers) website.
The scripts can import the Contact a Remover Enquiry into an Internet Enquiry and the Quick Estimate and Advanced Estimate into a Customer Enquiry at the press of a button.
If you’re a user of Move Administer and use the internet sales leads feature on the BAR’s website then please contact us in order to enable this feature for you.
Posted by Colin Wynn on Aug 6, 2010 in
Product Update,
Survey Administer 
Administer Software Limited are pleased to announce that after much deliberation Survey Administer Desktop will enter development in the coming weeks.
There has been interest from companies that have their own office management system but don’t have a tool to assist the surveryor. Survey Administer Desktop will allow the entry of a new customer enquiry and the scheduling of the appointment. This information can then be exported to Survey Administer for use by the surveyor at the time of survey.
Information can then be exported from Survey Administer and back into Survey Administer Desktop where the information can be kept, edited and printed.
Pricing will start at £1,000 + VAT for a single user Survey Administer Desktop complete with a single user Survey Administer, rising to £1,500 + VAT for a multi user Survey Administer Desktop complete with a single user Survey Administer. Additional Survey Administer users are available for £500 + VAT each.
Please keep checking back for updates.
Posted by Colin Wynn on Aug 6, 2010 in
Move Administer 
Importing email enquiries into Move Administer as a Customer, Internet Enquiry or *Baggage Enquiry (*Shipping Administer users only) directly from Microsoft Outlook is a feature that has been around for a few months now and is successfully used by several of our customers saving hours of unnecessary retyping of information.
Now we’ve created a script that can read the email sent by none other than UK Removal, a lead generating website. UK Removal supplies quality sales leads in real time, and you can receive your first 5 sales leads free of charge. You can easily track the results of their service and you only pay for valid sales leads. There are no fixed cost, no set-up cost, no subscription cost and the service can be stopped at any time.
If you require this template on your Move Administer then please contact us.