We thought we’d provide a little information and screenshots regarding Archive Administer which is currently under development.
Archive Administer will be available in 2 forms, as an additional module to Move Administer and as a separate standalone system, ideal for those starting out in Records Management. Archive Administer is designed to address the management of collection, delivery, destruction and storage of archive items and contents if necessary.
Archive Administer allows quick entry of archive data via user friendly wizards. When entering items, Archive Administer records the storage medium (archive box/x-ray/tube/magnetic media/etc), category (sales/purchases/payroll/etc), destruction review date (which can be calculated), the location (including warehouse if multiple warehouses are used) and position of the item within your storage facility, toegther with a note of the item (and it’s contents) and searchable keywords.
A great feature of Archive Administer is the ability to change items (and contents) on mass via user friendly wizards, ideal for when a bulk if items are moved from one storage location to another for example!
Read more…
Posted by Colin Wynn on Aug 3, 2010 in
Move Administer
Managing Director, Colin Wynn, is to attend the forthcoming ClarionLive Devcon 2010, the two and a half day Clarion Community driven conference with SoftVelocity experts and seasoned Clarion developers – sharing knowledge beyond ClarionLive webinars on varying topics on Clarion 7, Clarion.Net, SQL, Best Practices and much more.
ClarionLive Devcon 2010 is being held from October 28th to 31st at the beautiful Inverness Hotel & Conference Center in Denver, Colorado.
“I’m looking forward to meeting acquaintances of old and seeing the power of Clarion 7 and Clarion.Net unleashed. Clarion 6 has served us well since the formation of Administer Software, however times change and it’s always good to see what’s on the horizon” says Colin.
Posted by Colin Wynn on Jul 17, 2010 in
Survey Administer
It seems that the Samsung Q1 Ultra has been discontinued by Samsung, so our search for a replacement has lead us to the Viliv X70.
The Viliv X70 features fast SSD (Solid State Drive), GPS, Webcam, sub 700gsm weight, great styling, hi-res LED backlit screen, good accessories and a capable platform that’s giving 5.5 hours of video playback battery life.
The X70 EX Premium 3G 7″ Mobile Internet Device from Viliv is a compact computer that weighs only a pound and a half. The X70 EX‘s 7″ touch-screen display boasts an impressive 1024 x 600 resolution, capable of displaying 720p HD video at near-native resolution. It can operate for up to 5.5 hours on a single battery charge. The computer can sleep for up to 150 hours per charge, and can be ready to use from sleep in as little as five seconds.
The handheld computer features a wealth of wireless connectivity options. Standard 802.11b/g Wi-Fi allows you to get online at Internet hotspots. Integrated 3G broadband, compatible with most network providers in the UK/EU, lets you get online sans Wi-Fi. The Bluetooth 2.0+EDR module supports compatible wireless peripherals, including keyboards, mice, and headphones. An integrated GPS system lets you know exactly where you are in the world. Additionally, you’ll be able to participate in online video chat thanks to the integrated webcam and microphone.
The computer is powered by a 1.33GHz Intel Atom Z520 CPU. It is loaded with 1GB of RAM and a 32GB SSD hard drive. Windows 7 Starter is the installed operating system. You can expand the computer’s storage via the use of SD and SDHC memory cards, which fit into the integrated card reader. The computer’s interface is enhanced by Viliv‘s Cube UI overlay which allows you to launch your favorite programs from easily-accessible bubbles for quick access. You can access up to 180 different applications in this manner.
An on-screen keyboard allows you to type with ease. It features haptic feedback, which provides physical confirmation of a button press via vibration to help you type more accurately. In addition to touch selection of items, a four-way jog wheel and clickable mouse buttons are present for cursor control. The system also provides dedicated OK, function, keyboard, and menu buttons.
Read more…
Move Administer version 0.0.0.1260 is officially released today.
History of Changes (1250 to 1260)
Move Administer
Enquiries
ADDITION: Tentative Date, Tentative Month, Tentative Period, Follow-Up Date and Follow-Up Status have been added to the Internet Enquiry Wizard
ADDITION: Seasonal Variance Margin and Availability have been added to the Customer tab of the Internet Enquiry Wizard and only come into effect once a Tentative Date has been entered
ADDITION: You can now import Warehouse addresses into the address fields of the Internet Enquiry Wizard as well as map the address (Origin or Destination) and date & time stamp the notepad
ADDITION: Tentative Moving Date, Follow-Up Date and Follow-Up Status have been added to the Internet Enquiry Sheet
CHANGE: The Internet Enquiry Update Form has changed considerably, with Notes now appearing on the Notepad tab
ADDITION: You can now date & time stamp the Items To Move/Notes on the Customer Wizard
Appointments
ADDITION: Tentative Date, Tentative Month and Tentative Period columns have been added to the appointments browse of the Appointments Diary
Storage
FIX: Invoice Description is no longer set when raising advance storage invoices unless the option is checked in Storage Defaults (Tools -> Options -> Defaults -> Storage)
Accounts
CHANGE: Hidden payments no longer display as previous payments on the Payment window.
ADDITION: When exporting to Sage, the Audit is now allocated an export number during the export, making it an ideal way to show which records were part of each export
ADDITION: The Export to Sage Audit browse now display an Export Number column
ADDITION: The Query Audit browse now displays an Export Number column
CHANGE: Due to a change in Sage 2010, the export files created are now all lowercase
Options
ADDITION: The Counter tab of the Trading Company Defaults Wizard (Tools -> Options -> Defaults -> Trading Companies) now shows the last archive invoice/credit number issued, the last archive docket number issued and the last audit export number issued
Other
CHANGE: Name fields have been increased in size from 60 to 100 characters, resulting in the increase of various fields such as Forename, Surname, Contact, and therefore major data file changes – This will sadly result in you losing any customisation to a lot of browses
CHANGE: The way in which names are split into Title, Forename and Surname has changed and become more intelligent. Now if you enter Mr C Smith & Miss P Jones the Title will be set to Mr, Forename will be set to C and Surname will be set to Smith & Miss P Jones, so to locate this customer in the future you search upon the first surname entered and not the last
FIX: When opening a Customer or Corporate from a follow-up the Trading Company now displays correctly
Technical
TABLES: InsuranceDefaults, Quotation, AgentContact, Audit, ContainerHistory, CorporateAccount, CorporateContact, Customer, CustomerAccount, CustomerLocation, Internet, Payment, Prospect, SelfStorageAccess, SSEC::User, SystemDefaults, Trader, Worksheet
Additional Modules
Shipping Administer Lite
ADDITION: Tentative Date, Tentative Month, Tentative Period, Follow-Up Date and Follow-Up Status have been added to the Baggage Enquiry Wizard
ADDITION: Seasonal Variance Margin and Availability have been added to the Customer tab of the Baggage Enquiry Wizard and only come into effect once a Tentative Date has been entered
ADDITION: You can now import Warehouse addresses into the address fields of the Baggage Enquiry Wizard as well as map the address (Origin or Destination) and date & time stamp the notepad
ADDITION: Tentative Moving Date, Follow-Up Date and Follow-Up Status have been added to the Baggage Enquiry Sheet
CHANGE: The Baggage Enquiry Update Form has changed considerably, with Notes now appearing on the Notepad tab
Shipping Administer Pro
FIX: The Assign button is now disabled if the highlighted Manifest has no Consignments
Technical
TABLES: ArchiveDocket, Baggage, Consignment, CrateDocket, Manifest, SelfStorageAccess, SurveyAdminister, UnitHistory
Posted by Colin Wynn on Jun 15, 2010 in
Move Administer
Managing Director, Colin Wynn, is to attend a 2 day intensive course on building web applications using Clarion and NetTalk on October 7th & 8th at the De Vere New Place in Southampton.
Here Colin will learn how to extend our applications to the web, adding value to our customers, wherever they may be!
The workshop is hosted by CapeSoft of Cape Town, South Africa, a long time supplier of 3rd party Clarion addons, many of which are used in our applications today.
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
Posted by Colin Wynn on Apr 20, 2010 in
Move Administer
Great news, our Apple iPad has arrived!
With Apple recently announcing that the European iPad had been delayed by up to a month, we decided to purchase one from eBay. Ideally we would have liked a 64Gig version, but in the end settled for a 32Gig version complete with Apple’s iPad Keyboard Dock and Apple’s iPad Case.
Our initial thoughts are, IT’S WICKED! Now all we need is a bit more time to purchase and install many of the iPad apps available today, as all iPhone apps are already compatible!
More to follow…
Read more…
Posted by Colin Wynn on Mar 9, 2010 in
Move Administer
Administer Software Limited are proud to announce that we have become a registered member of Apple’s iPhone/iPad developer program.
With the recent news regarding the launch of Apple’s iPad we decided that as Apple have the user interface on their iPhone applications absolutely spot on (in our humble opinion) we would like to further investigate the developement of such applications and therefore purchased a 27″ Apple iMac in order to install and run Apple’s Software Distribution Kit (SDK), while we wait for the UK launch of Apple’s iPad.
Now we’re not saying that we will produce software for these platforms but we are going to take a serious look into it, so watch this space for further information in the future!
Read more…
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
Posted by Colin Wynn on Jan 26, 2010 in
Crate Administer
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.
Read more…