0

Move Administer Version 1541 Released

Posted by Colin Wynn on Apr 28, 2016 in Archive Administer, Move Administer, Product Update

Move Administer version 0.0.0.1541 is officially released today.

History of Changes (1538 to 1541)

Move Administer

Accounting
CHANGE:
The ‘VAT/IPT Rate Adjustments’ item on the Tools Menu has been modified to only deal with the forthcoming Insurance Premium Tax increase to 10% on October 1st

Reports
CHANGE:
A detailed Turnover report now has a fixed width on the name so that long names don’t obliterate the Customer ID and amounts
ADDITION: A Release Picking List report is now available under storage which will print a list of containers due for release for the period providing, and it will include conventional items should any exist (Reports -> Storage -> Release Picking List) – Please note, if the storage job has NO containers then the conventional items WILL NOT BE LISTED

Other
CHANGE:
*Foreman declaration text that referred to British Standards has been replaced
CHANGE: *Foreman declaration text that referred to British Standards has been replaced

ADDITION: 1 new security door

Additional Modules

Archive Administer
CHANGE:
Activity report now allows to choose Destruction activity only
CHANGE: Activity report now totals Destroyed Items and Contents

Technical
TABLES:
UserCounter

* After detailed consultation with Chris Waymouth, Chief Executive of QSS (Quality Service Standards Ltd) it was decided that reference to the British Standards on both the Crewsheets and Waybills be simplified with no reference to said standards.
Many thanks to Chris for his valued time on this.

 
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Move Administer Version 1538 Released

Posted by Colin Wynn on Jan 25, 2016 in Archive Administer, Crate Administer, Move Administer, Product Update

Move Administer version 0.0.0.1538 is officially released today.

History of Changes (1524 to 1538)

Move Administer

Enquiries
ADDITION:
You can now map the Customer Correspondence Address

Correspondence
CHANGE:
When attaching a Corporate or Customer Invoice, a Quotation or a Trade Quotation the selection window now loads MUCH quicker due to data table changes made

Options
FIX:
You can no longer save a Tax that doesn’t have a Tax Code!

Other
CHANGE:
ResetCU – Major changes, please read our blog here
CHANGE: The ‘Notice to the Right to Cancel’ is now 14 days and not 7
ADDITION: Seasonal Variances for 2016 are now available to import (Tools -> Options -> Removal -> Costing -> Seasonal Variances -> Actions -> Import Seasonal Variances)
CHANGE: The Reference field on the Customer tab of the Customer Wizard is now uppercase case in line with the Customer & Corporate Forms

Additional Modules

Archive Administer Lite
CHANGE:
When attaching an Archive Docket the selection window now loads MUCH quicker
FIX: Mass printing Archive Dockets now works for multiple trading companies when using separate printers/printer bins

Crate Administer
CHANGE:
When attaching a Crate Docket the selection window now loads MUCH quicker

Technical
TABLES:
Invoice, Quotation, Trade, UserLog

 
0

Reset Concurrent User (ResetCU) Changes

Posted by Colin Wynn on Jan 25, 2016 in Move Administer, Product Update

As a result of companies being able to log more users into Move Administer than their licence allows we have been forced to make changes to ResetCU.

In the past ResetCU has just kept a simple counter on how many people are concurrently logged in, incrementing as people log in and decrementing as people log out. However, together with keeping the simple counter we now log the Login Date, Login Time, Username, Initials, PC Username, PC Name, PC IP Address, and simply remove them from the log as they log out.

You will now be able to see who is logged in by choosing Help -> System Information, from within Move Administer and User Administer. This is an ideal way to see any duplicated users, or users who have a login date of ‘days’ ago – both cases possibly being due to crashes, leaving Move Administer thinking they are still logged in and therefore taking up one of your valuable user licences.

So, rather than having to get everyone out of Move Administer in order to run ResetCU you can now run ResetCU and reset the connection of the user(s) you believe are not actually logged in. However, beware and use with caution, do not reset a user that is actually logged in as this may cause data loss or damage, as you will be made aware when you press the Reset button.

And please note, every time ResetCU is ran and the Reset button is pressed an audit is created to inform us of who ran ResetCU, who pressed the Reset button and the initials of the user reset.

Our apologies if you now have a need for additional users, but these are readily available for a mere cost of £500 per user, with your annual support increasing by £165 per user.

Prices shown are excluding VAT.

 
0

Insurance Premium Tax Rate Increase

Posted by Colin Wynn on Oct 19, 2015 in Move Administer

Please note: This only affects you if you are an insured remover!

Update 0.0.0.1524 of Move Administer, which contains the magical IPT rate increase process, is now available.

You will need to update your IPT rate from 6% to 9.5% prior to you performing your November invoicing run (so if you are behind with your storage invoicing you must catch up before doing this), and it is advised that this is done as close to November 1st as you can. It is also advised that this is done on your Server as it will execute much quicker. Should you want us to perform this, either inside or outside of office hours, then please do not hesitate to contact us, we have put aside time on Sunday November 1st and are available most evenings between now and then.

Should you want to start quoting IPT at 9.5% then I would suggest that you create a new IPT Tax code (Tools -> Options -> Accounting -> Tax Codes) to use in the interim, which after November 1st you can mark as deleted. If after November 1st you need to charge IPT at 6% then again I would advise that you create a new IPT Tax code to again use in the interim.

You can increase your current default IPT rate to 9.5%, however, please bear in mind that any new quotations, storage or self storage will contain IPT at 9.5% and if the removal or storage takes place before November 1st then IPT is at 6% – You have been warned!

Our prior announcement concerning the Insurance Premium Tax Change can be found here.

 

Instructions

To update your Services, unaccepted Quotations, unaccepted Quotation Services, current Storage and current Self Storage please follow the steps below, religiously:

  1. Have everyone exit Move Administer, so you are the only user logged in
  2. Change the IPT Rate for your default IPT Code (Tools -> Options -> Accounting -> Tax Codes)
  3. Run the IPT Rate Adjustments (Tools -> VAT/IPT Rate Adjustments)
  4. Once complete, everyone can log back into Move Administer

Please note: If you have storage clients invoiced in arrears then please ensure that once you have done your invoicing run for November that you run the instructions above once again, ignoring line 2, to increase the IPT rate for those invoiced in arrears – It is vital you do this!

 
0

Move Administer Version 1524 Released

Move Administer version 0.0.0.1524 is officially released today.

History of Changes (1518 to 1524)

Move Administer

Enquiries
CHANGE
: When entering a new enquiry and a matching prospect is found the source of enquiry is now set to the source of the enquiry provided of the prospect
CHANGE: You can now import BAR Quick and Advanced Sales Leads from Outlook back into Move Administer as a Customer Enquiry or Internet Enquiry (please contact us if you would like to use this feature as it’s only setup on request)

Accounting
ADDITION
: When opening the Accounts of an archived Customer/Corporate a warning will now appear stating that the Customer/Corporate is Archived
ADDITION: You can now export Direct Debit information to Smart Debit, a direct debit bureau for payment processing (www.smartdebit.co.uk) from the Actions menu of the Customer and Corporate Browses
ADDITION: When writing Accounting Activity to the Audit table (which powers the Day Book & Turnover Reports and the Export to Sage) you can now choose to show the Customer Name by ‘Surname, Title Forename’ rather than ‘Title Forename Surname’, so Wynn, Mr C rather than Mr C Wynn (Tools -> Options -> Defaults -> Accounting -> General Tab) – Please note this is only for newly created activity
CHANGE: The ‘VAT/IPT Rate Adjustments’ item on the Tools Menu has been modified to only deal with the forthcoming Insurance Premium Tax rate increase for November 1st

Reports
CHANGE
: Storage jobs that ended on the day they started are no longer shown on the Storage Accruals Report (Reports -> Accounting -> Storage Accruals)

Options
FIX
: When adding a new individual Container and the reference is placed into Prefix rather than Quantity yet the Prefix is a numeric value then the correct Sort Order Reference is now formatted
ADDITION: You can now set to launch the Map/Journey details in your external browser rather than inside Move Administer by checking ‘Launch mapping in external browser’ within System Defaults (Tools -> Options -> Defaults -> System -> General Tab)
ADDITION: You can now set to NOT search for matching prospects by street, which has slowed down some systems with a mass of prospect addresses by unchecking ‘Match prospect street’ within System Defaults (Tools -> Options -> Defaults -> System -> Prospecting Tab)
ADDITION: You can now set to lock the creator of quotations from change when opening an unaccepted quotation by checking ‘Lock creator when opening unaccepted quotations’ within System Defaults (Tools -> Options -> Defaults -> System -> General Tab)
ADDITION: You can now set to always show the notepad, if notes exist, for a Customer when a Customer is opened by checking ‘Always show notepad contents when opening a customer’ within System Defaults (Tools -> Options -> Defaults -> System -> General Tab)
ADDITION: You can now set to always show the notepad, if notes exist, for a Corporate when a Corporate is opened by checking ‘Always show notepad contents when opening a corporate’ within System Defaults (Tools -> Options -> Defaults -> System -> General Tab)

Other
ADDITION
: When printing a Crewsheet for Hourly Quotations the customer declaration section now prints similar information to the Worksheet, as in Time started/finished, Odometer readings, etc.
CHANGE: The Address Mapping and Journey Routing Windows are now using a different 3rd party tool to display the Map/Journey, which we hope will resolve any script errors that may have arisen when using Google Maps
ADDITION: Version 4 of the Agility AU Declaration form available on all new inventories
ADDITION: On the Actions menu of the Address Mapping and Journey Routing Windows you can now choose to ‘Launch In Browser’, which will open the required Map/Journey in your favourite browser
ADDITION: You can now query Customer and Corporate Notepads when querying Storage (Tools -> Query -> Storage -> Storage)
ADDITION: You can now query Customer and Corporate Notepads when querying Self Storage (Tools -> Query -> Self Storage -> Self Storage)
ADDITION: You can now query Customer and Corporate Notepads when querying Accounting Activity (Tools -> Query -> Accounting -> Activity)

Additional Modules

Archive Administer
ADDITION
: When mass updating items you can now include to update destroyed items
ADDITION: When mass updating contents you can now include to update destroyed contents

Self Storage Administer
FIX
: When adding a new individual Unit and the reference is placed into Prefix rather than Quantity yet the Prefix is a numeric value then the correct Sort Order Reference is now formatted
CHANGE: Self Storage jobs that ended on the day they started are no longer shown on the Self Storage Accruals Report (Reports -> Accounting -> Self Storage Accruals)

Survey Administer
ADDITION
: You can now set to launch the Map/Journey details in your external browser rather than inside Survey Administer by checking ‘Launch mapping in external browser’ within System Defaults (Tools -> System Defaults -> Address Tab)
CHANGE: The Address Mapping and Journey Routing Windows are now using a different 3rd party tool to display the Map/Journey, which we hope will resolve any script errors that may have arisen when using Google Maps
ADDITION: On the Actions menu of the Address Mapping and Journey Routing Windows you can now choose to Launch ‘In Browser’, which will open the required Map/Journey in your favourite browser
ADDITION: If you change the Appointment status within Move Administer to Confirmed, Cancelled or Postponed, and the Appointment has previous been exported to Survey Administer then you will be automatically asked if you would like to uncheck the ‘Exported to Survey Administer’ checkbox
CHANGE: When exporting Appointments from Move Administer it now includes any un-exported Appointments with a status of Cancelled or Postponed
CHANGE: Any Cancelled or Postponed Surveys are highlighted on the Surveys Browse in red
ADDITION: Version 4 of the Agility AU Declaration form available on all new surveys

Technical
TABLES
: AccountingDefaults, SystemDefaults, SurveyDefaults

 
0

Insurance Premium Tax Change

Posted by Colin Wynn on Oct 14, 2015 in Move Administer

Please note: This only affects you if you are an insured remover!
 
I am sure you are well aware the Insurance Premium Tax rate increases from November 1st from 6% to 9.5%. Having been in consultation with Basil E. Fry & Son and HMRC recently, running through a variety of examples, I am pleased to announce that an update to Move Administer will be released on Monday to ease the pain of this increase.
 
From my consultations I have found the following:
Removals
If you invoice your removal customer in October for an October move then the IPT rate is 6%.
If you invoice your removal customer in October for a November move then the IPT rate is 9.5%.
If you invoice your removal customer in November for an October move then the IPT rate is 6%.
 
Storage
If you invoice your storage customer in October for October then the IPT rate is 6%.
If you invoice your storage customer in October for October to December then the IPT rate is 6%.
If you invoice your storage customer in October for November then the IPT rate is 9.5%.
If you invoice your storage customer in November for October then the IPT rate is 6%.
 
The general rule is that the rate of IPT is decided upon the commencement of the contract and not the date/tax date of the invoice. There will be the odd caveat to be aware of which will be highlighted in our forthcoming instructions.
 
Move Administer already has a VAT/IPT Adjustments process on the Tools menu, however, minor tweaks have been made to ensure only the IPT is affected. When the process is executed the IPT rate will increase for all Services, unaccepted Quotations, unaccepted Quotation Services, current Storage and current Self Storage. With regards to Services, Quotations and Quotation Services the totals will be recalculated accordingly.
 
HMRC have also confirmed to me that if you are quoting in October for removals taking place in November then you can quote IPT at the new rate of 9.5%. Therefore, I would recommend you create a new tax code (Tools -> Options -> Accounting -> Tax Codes) and set the rate at 9.5%. Your default IPT code will remain at 6%, but if you know the customer is moving after November 1st you can change the IPT code from within the quotation itself, also remembering to change it on any additional service you may be charging insurance and therefore IPT.

I hope this helps 🙂

 
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Move Administer Version 1518 Released

Posted by Colin Wynn on May 11, 2015 in Archive Administer, Move Administer, Product Update, Self Store Administer

Move Administer version 0.0.0.1518 is officially released today.

History of Changes (1506 to 1518)

Move Administer

Storage
ADDITION
: When a container is released it is automatically moved to the holding bay (see below for further information)

Correspondence
ADDITION
: You can now ‘manually’ add Mail Merge Tokens to the Email Subject field of all Email Correspondence
CHANGE: When attaching invoices/credits to emails invoices/credits marked as hidden are no longer available
FIX: When attachments are automatically send with the Appointment Email the description of the attachment is now set to the filename making this visible on the Attachments tab when you open the Email Correspondence in future
ADDITION: When prompted to prospect the destination address the destination address is now shown within the message window
ADDITION: When prompted to print a prospect address label the address is now shown within the message window

Accounting
CHANGE
: If a customer end storage within the invoiced period then the credit no longer says ‘… from dd/mm/yyyy to end of storage on dd/mm/yyyy …’, it now just says ‘… from dd/mm/yyyy to dd/mm/yyyy …’

Reports
CHANGE
: Storage Invoice Run now highlights those customers where ‘skip printing of invoice from invoice run’ is checked by printing an ‘s’ at the end of the row
ADDITION: You can now get a Container List report showing all Containers, whether occupied or empty (Reports -> Storage -> Container List)

Options
CHANGE
: Survey Options Type now has more options (Tools -> Options -> Removal -> Survey)
ADDITION: You can now set a Holding Bay to automatically relocate the container too once storage has ended (Tools -> Options -> Defaults -> Storage -> General Tab) Please note: You must have Bay References setup in order to do this (Tools -> Options -> Storage -> Warehouse Bays)

Other
ADDITION
: You can now mass import the TwentyCI rental property leads
CHANGE: For those who we print the TSI badge we have replaced it with the latest one, as reported in April 2015 issue of Removals & Storage
CHANGE: For those who we print the Primary Authority Terms & Conditions we have removed the Red Text at the top of all 3 pages and added it to the final page under the © text, as reported in the BAR Newsletter – Issue 176

ADDITION: The Removal Events Browse of the Event Diary has had Origin Street, Origin Town, Origin County, Origin Postal Code, Destination Street, Destination Town, Destination County and Destination Postal Code columns added, which unfortunately will reset any customisation you have made to this browse
ADDITION: 3 new security doors

Additional Modules

Archive Administer Lite
ADDITION
: You can now import Items and Contents from a CSV file from the Actions menu of the Customer Archive Items Browse – Please see the blog here for more detailed information on how to use this new feature

Self Storage Administer
FIX
: Unit Availability now lists ALL unit descriptions
ADDITION: Units can now be entered on mass without a prefix or suffix

ADDITION: You can now get a Unit List report showing all Units, whether occupied or empty (Reports -> Self Storage -> Unit List)

Technical
TABLES
: Survey, StorageDefaults

 
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Import into Archive Administer from a CSV file!

Posted by Colin Wynn on May 11, 2015 in Archive Administer, Move Administer

Archive Administer can now import items and contents from a CSV (comma separated values) file, which can be created from an Excel Workbook sent from a customer, saving hours of input time and possible typing errors.

To do this you will need to layout your 9 Excel Workbook columns into the following order:

REFERENCE, STATUS, STORAGEMEDIUM, CATEGORY, NOTEPAD, KEYWORDS, CONTENTSTATUS, CONTENTNOTEPAD, CONTENTKEYWORDS

Please note the following about the above columns:

Column A – REFERENCE – Maximum of 25 characters – Must exist for any of the data to be imported. If the reference already exists then only the content information for the item will be imported.

Column B – STATUS – Maximum of 3 characters – Can be In or Out, however, if left blank then the default Status will be used (Tools -> Options -> Defaults -> Archive -> General Tab).

Column C – STORAGEMEDIUM – Maximum of 10 characters – Can be any of your Storage Medium codes (Tools -> Options -> Archive Storage -> Storage Mediums), however, if left blank then the default Storage Medium will be used (Tools -> Options -> Defaults -> Archive -> General Tab).

Column D – CATEGORY – Maximum of 10 characters – Can be any of your Archive Category codes (Tools -> Options -> Archive Storage -> Categories), however, if left blank then the default Category will be used (Tools -> Options -> Defaults -> Archive -> General Tab).

Column E – NOTEPAD – Maximum of 250 characters

Column F – KEYWORDS – Maximum of 100 characters

Column G – CONTENTSTATUS – Maximum of 3 characters – Can be In or Out, however, if left blank then the default Status will be used (Tools -> Options -> Defaults -> Archive -> General Tab). Please note that if the Content Status is different to the Item Status then the Item will be updated to reflect that Contents are both In and Out.

Column H – CONTENTNOTEPAD – Maximum of 250 characters

Column I – CONTENTKEYWORDS – Maximum of 100 characters

Important! – None of the columns above should contain a comma as these are used a column indicators – You have been warned!

I would suggest that Row 1 of your Excel Workbook be laid out in this manner while you move your Workbook data to the appropriate columns (I would also ensure you remove this row before you Save the Workbook otherwise you will import an Item called REFERENCE with a Content too!).

Once you have laid out your Workbook simply save it as a CSV file, and it must be a CSV file in order for it to be imported. This is an option in Excel when you go to do a Save As, and is usually found in the Save as type field, just below the file name field.

To import simply open the customer in Move Administer, and choose Actions -> Archive Storage -> Items. From the Archive Items Browse simply choose Actions -> Import CSV. You will then be prompted to locate the CSV file to import and once chosen the import process will begin. Once complete a window will appear informing you of how many Items and Contents have been imported successfully.

Happy Importing!

 
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Move Administer Version 1506 Released

Posted by Colin Wynn on Jan 13, 2015 in Archive Administer, Crate Administer, Move Administer, Product Update

Move Administer version 0.0.0.1506 is officially released today.

History of Changes (1498 to 1506)

Move Administer

Enquiries
ADDITION
: When adding a new Enquiry a check is now performed on the Destination Address Postal Code to see if a customer already exists on the system with the same Postal Code and if one or more is found then a window opens to show matching customers

Quotations
ADDITION
: On the Survey tab of the Quotation Wizard when you select Scheduling Requirements as the Survey Notes you now have the option to import Containers and Conventional Items from a list of Storage Jobs for the chosen customer (you will only get a choice if more than one storage job exists, and storage jobs must have containers or conventional items)
ADDITION: On the Instructions tab of the Event Wizard you now also have the option to import the Containers and Conventional Items, just as above

Storage
FIX
: Compound storage jobs that were ended with a date in advance are now invoiced on the next invoicing run

Correspondence
FIX
: Agent emails, sent from the email icon to the right of the email address on the Agent Form are now stored for that Agent, whereas in the past they were stored in the database but not retrievable from the Agent Correspondence Browse
ADDITION: When selecting an invoice/credit to attach to an email only invoices/credits created in the last 30 days are displayed, however unchecking the checkbox will display all. There is also an option to narrow the display to show only All/Ad-hoc/Crate Hire/Removal/Storage
ADDITION: When selecting a quotation to attach to an email only quotations created in the last 30 days are displayed, however unchecking the checkbox will display all
ADDITION: When selecting a trade quotation to attach to an email only trade quotations created in the last 30 days are displayed, however unchecking the checkbox will display all

Options
ADDITION
: IBAN and BIC have been added to the Bank tab of the Trading Company Wizard (Tools -> Options -> Defaults -> Trading Company -> Open -> Bank Tab)

Other
ADDITION
: You can now import addresses from TwentyCI into the Prospect database from the Actions menu of the Prospects Browse. You can also specify to only import prospects where the property is over a certain valuation. Please beware that TwencyCI provide these addresses with and without the Seller name, so you must ensure you choose the correct type of file to import from the Criteria Window
CHANGE: Updated Box-Move-Deliver Outlook Enquiry import script
ADDITION: New Seasonal Planner variances for 2015

Additional Modules

Archive Administer Lite
CHANGE
: When adding items via the Insert Wizard then the reference provided is checked for duplication once you try to go back, forward or save, and if a duplicate already exists then you are forced to provide a new reference
CHANGE: When adding items via the Mass Insert Wizard the reference created is checked for duplication and if a duplicate already exists then you are warned and asked if you want to continue adding the remaining items

CHANGE: Reference increased from 20 to 25 characters
ADDITION: When selecting a docket to attach to an email only dockets created in the last 30 days are displayed, however unchecking the checkbox will display all

Crate Administer
ADDITION
: When selecting a docket to attach to an email only dockets created in the last 30 days are displayed, however unchecking the checkbox will display all

Technical
TABLES
: Trader, ArchiveActivity, ArchiveItem

 
0

Move Administer Version 1498 Released

Posted by Colin Wynn on Oct 4, 2014 in Move Administer, Product Update, Self Store Administer, Survey Administer

Move Administer version 0.0.0.1498 is officially released today.

History of Changes (1489 to 1498)

Move Administer

Enquiries
ADDITION:
Created template to read Box-Move-Deliver enquiries from your Outlook, turning them into Internet Enquiries (please call if you want this enabled on your system)

Reports
FIX:
The Day Book report now shows all Corporate Customer activity when selecting to show Corporate only transactions (Reports -> Accounting -> Day Book)
ADDITION: The Day Book report now has the facility to show All, Invoice only or Credit only transactions (Reports -> Accounting -> Day Book)

Options
ADDITION:
You can now supply an Agility Logistics GRMS Branch and Supplier Name on the Stationery tab of the Trading Company Wizard (Tools -> Options -> Defaults -> Trading Company)
REMOVED: Default font type face for HTML emails (Tools -> Options -> Defaults -> System -> Stationery tab)

Other
ADDITION:
The Inventory wizard now asks for a Service Number on the Agility tab if the survey is an Agility Logistics GRMS one
ADDITION: The Inventory wizard now uses the new Agility Logistics GRMS AU Declaration Form
ADDITION: The Inventory wizard now uses the new Agility Logistics GRMS Insurance Form
CHANGE: Anyone logging into Move Administer on a Terminal Services solution will now be able to store their browse column settings under their own initials rather than sharing their settings which constantly get overwritten when other users make changes
ADDITION: You can now import TwentyCI prospect addresses on mass from the Prospect Browse Actions menu

Additional Modules

Self Storage Administer
FIX:
You can now query the Notepad field from the Self Storage job

Survey Administer
ADDITION:
The Survey wizard now asks for a Service Number on the Agility tab if the survey is an Agility Logistics GRMS one
ADDITION: The Survey wizard now uses the new Agility Logistics GRMS AU Declaration Form
ADDITION: The Survey wizard now uses the new Agility Logistics GRMS Insurance Form

Technical
TABLES:
Inventory, SurveyAdminister, Trader

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