The Export Consignees Masterfile is found in the Sea/Air Export Forwarding folder and holds the contact and address details. This screen can also be accessed from the Option menu in the Customer Masterfile
Administration
Expedient software contains a series of Masterfiles which store information needed to perform the Registration, Accounting and Banking functions.
IDL Master Email Addresses
This screen stores the email addresses that receive IDL notifications from AU Customs. The screen is accessed from either Air or Sea Export Forwarding > CMR Functions > IDL Master Email Addresses The Recipient email address can be set for Department and Transport Mode i.e. Queensland Export Air and Sea IDL messages can be forwarded […]
Automatically Forward Customs Documents
This option allows documents to be automatically forwarded to external systems e.g. on receiving an Import Declaration the document can be automatically forwarded to a corporate system for archiving. This screen is found in Administration > Corporate Interface > Outbound > Autoforward Documentation Field Name Description Validation Default Document Select from the pull down list […]
Auto Invoice Admin
This function allows users to maintain contacts for invoices that are automatically imported. This option is available in the Sundry > Down Load Data Files. Select the client code and set up the invoice type, contact type, contact names and email addresses at the contact and within your company. These contacts will be automatically sent […]
Editing Notifications
Expedient allows users to modify the type of data that prints out on each of the documents along with what wording appears on the notifications. The screen is accessed via the Administration Menu > Company Details > Generic Notifications Regist. Tick which fields are required to print on each Notification.
Automatic Delivery Date population
On the occasion where you are not performing the delivery for customers, but you want to complete the job to force a delivery date to be populated you can set the number of days after Clearance to set the delivered date and therefore close the job. This may be helpful where you KPI set up […]
Configuring Pop up Notes
Expedient allows users to configure what type of notes to pop up at a customer level. The following pop up notes can be configured via the Customer Masterfile Configuration Tab Import Job Registration: Delivery Notes – each time a user clicks on the Delivery Tab in Add/Update mode the Customer’s Delivery Notes will pop up Job […]
Client Copy Parts
This screen allows Parts to be copied from one Client/Supplier combination to a different Client/Supplier combination. The Parts will remain linked to the original Client/Supplier. This screen is found in Sundry > Clients Copy Parts
Copy Supplier
This screen allows Suppliers to be copied from one Client to a different Client. The Suppliers will remain linked to the original Client. This screen is found in Sundry > Copy Supplier Please note this screen is password protected for security
Multiple Job Event Creation
This screen allows the user to update a Single Event against multiple Job Numbers in one action. This screen can be found in Sundry > Multiple Job Event Creation Field Name Description Validation Default Job Event Details Group Event Type Select the zoom to access the list of Event Types. The […]
Multiple Job Note Creation
This screen allows the user to update a Single Note Type against multiple Job Numbers in one action. This screen can be found in Sundry > Multiple Job Note Creation Field Name Description Validation Default Job Note Details Group Note Type Select Note Type; Accounting, Delivery, Job, Miscellaneous, Forwarding, Notification, WIP, Check […]
Users Currently Logged In
This screen allows the users the option to view who is currently logged into the Expedient. This screen is found in Administration > Administration Reports > Users Currently Logged In
Client Events Enquiry
This screen allows you to view details of events at client level e.g. Batch Sent End of Month Statements. This screen is found in Administration > Administration Reports > Client Event Enquiry
Log User
This CSV report lists activities by Users filtering on Date, Branch and User. The report is limited to find activities within the last year. The report is found in Administration > Administration Reports > Log User Please note the following The number of Supplier/Shipper Invoice lines is based on the number of lines currently on […]
Entry Payment Level
This screen stores the duty payments levels that Brokers are assigned to allowing them to submit Customs Entries up to specified Customs Duty values. This screen can be found in Administration > Company Details Menu > Entry Payment Levels Brokers are set to an Entry Payment Level in the Users Masterfile. Expedient will check the […]
Lodgement Authority Levels
This screen stores the levels that Brokers are assigned to allowing them to submit Customs Entries up to specified Customs Values. This screen can be found in Administration > Company Details Menu > Lodgement Authority Levels Brokers are set to Lodgement Authority Levels in the Users Masterfile. Expedient will check the Customs Entry value against […]
User Menu Access
This screen allows a Superuser to set the menu options other users can see in their Expedient dashboard. Within the User Masterfile to Options>User Menu Access This screen displays all the menus available at your site on the right. The window on the left represents the view of the menu available to the user when […]
User Options
The Users Masterfile is an area where Super Users can control various functions. The below screen is accessed from the Options menu in Administration > Company Details Menu > Users Masterfile Field Name Description Validation Default EDIT_TOG_DEF Sets the General Edit and Customs Quantity toggle buttons to default On when the User is in the […]
Resetting User Password
The Users Masterfile allows users to reset other Users Passwords under specific conditions. Super Users can change Normal Users and other Super Users Passwords if the Security is Enabled or Disabled Normal Users with ADD Permission and Security is enabled; can change Normal Users, Super Users and their own password Normal Users with NO Permission […]
Email Signature
This screen allows the User to store default text to appear as a signature on the bottom of emails sent from Expedient. Use the toolbar button from the Administration > Company Details Menu > Users Masterfile screen to access the Email Signature screen. The screen opens in Update mode so click into the text box […]
Users Masterfile
Upon initial installation of Expedient you will be assigned a user name and password. Your username possesses administration privileges, one of which allows you to add other users, enabling them to log in to Expedient. This screen also allows you to modify existing users. This screen is available in Administration > Company Details Menu > […]
Branch Masterfile
The Branch Masterfile allows companies to operate many different divisions under the single Division. This screen also allows users to View Job Related Departments. This screen can be found in Administration > Company Details Menu > Branch Masterfile Field Name Description Validation Default Name This is the name of the department Mandatory Blank Contact […]
Trading As/Division Masterfile
The Trading As / Division Masterfile allows companies to operate many different divisions under the single ABN (AU). This allows companies to create jobs, create invoices under these divisions. The Trading Colour allows the colour control printing of formal documents such as Invoices, Statements. This screen is accessed from Administration > Company Details Menu > […]
Company Details
This screen stores information about your company. The screen can be accessed from Administration > Company Details Menu > Company Details Field Name Description Validation Default Company Name This is the name of your Company Mandatory Blank ABN No/GST No This is the unique Australian Business Number or GST No in non-AU sites Mandatory […]
Alpha Charge Code Masterfile
The Alpha Code Masterfile stores the alpha characters (either 2 or 3 characters) that are used for add charge lines to invoices. Alpha Charge Codes are directly related to the General Ledger Chart of Accounts. This screen can be found in Administration > Alpha Charge Code Masterfile. Before adding any data in here the related […]
ISO Port Codes Masterfile
This Screen allows users to view and updates some of the information on ISO Local Codes. This information is loaded nightly from the United Nations. This screen can be found in Administration > ISO Port Codes Masterfile Field Name Description Validation Default ISO Code This is the ISO Local Code which has five characters N/A […]
Autosend Email Forwarding (AU)
This screen caters for the AU Customs Email Responses for the automatic Underbonds. This screen can be found in Administration > Autosend Email Forwarding
Airline Enquiry
This screen allows users to Search for valid airlines that are in Expedient. This screen is available in Administration > Airline Enquiry. If an airline doesn’t exist within Expedient, please lodge a support ticket with Expedient Software with all of the valid code and address details for the airline.
Customs Craft Names (NZ)
This screen displays the Craft Names, vessel, voyages and flight numbers that are valid with NZ Customs. This list is provided regularly by Customs. This screen allows the list to be uploaded into Expedient. This screen can be found in Administration > Customs Craft Names The list provided by NZ Customs is available here. From […]
Load Vessels File
The Vessel movements are received by email from Lloyds. If you receive the Lloyds information by email use the following steps to load the file into Expedient. Within the email from Lloyds click the link to Download CSV Open the file. This is a .xls file Save the file as a .csv to your Desktop […]
Vessels Masterfile
The Vessels Masterfile holds all of the Vessel information and the most recent 1-Stop or Lloyds DCN Vessel Arrival Information. This screen is found in Administration > Vessels Masterfile 1-Stop Vessel Masterfile (AU) The 1-Stop Vessels information covers both import arrivals and export departure information. See below for the information that is retrieved from 1-Stop […]
Country Code Masterfile
This screen lists all the ISO Country Codes in Expedient, along with their Currency. This screen is found in Administration > Country Code Masterfile Field Name Description Validation Default ISO Code Enter the ISO Country Code. Use the Zoom attached to select from the ISO Code List. Mandatory Blank Country Name Country Name of the […]
Aviation Security Report
This option provides the ability to search on and create a CSV report of the details stored in the Aviation Security tab of the Customer Masterfile for Exporters. This screen is found in Administration > Aviation Security Report Field Name Description Validation Default Client Enter a client code or leave blank to report on […]
Document Register Masterfile
This screen stores the types of documents available within the Client Document Register. This screen is found in Administration > Document Register Masterfile. Additional document types can be added in this screen using the button. Duplicate codes cannot be added but you can rename document types and you can make inactive the document types that you […]
Register Supplier in ICS
This screen sends information to Customs Australia to register the supplier business and receive a CCID. This option can be found in Administration > Suppliers Masterfile Field Name Description Validation Default Type This is the Customs Entity Type. This can consist of ABN Client (where you have the ABN on hand), Organisation (where you don’t […]
Supplier’s Personnel
This screen store details of the Personnel at the Supplier. This screen is available from the toolbar within the Administration > Supplier Masterfile. Use the toolbar button to add and update contacts at the Supplier.
Transit Times
The Transit Times are used to determine the Lead Time. The Lead Time is the amount of time that elapses between when a process starts and when it is completed. This screen is available from Administration > Suppliers Masterfile. NOTE: The details are not linked to any report and have no connection to the Transit […]
Shipping Instruction
A Shipping Instruction is a document advising details of cargo and the Exporter’s requirement of its physical movements. This option is available from the Administration > Suppliers Masterfile. Input the details as shown in the screenshot below and print the Shipping Instruction.
Suppliers Masterfile
The Suppliers Masterfile holds all Supplier information related to a Customer that has been created in the Customer Masterfile. This screen is available from Administration > Suppliers Masterfile. NOTE: The Suppliers Masterfile can also be accessed via the Options Menu in the Administration > Customer Masterfile. The Suppliers Masterfile link will become enabled after a […]
Sales Profile
This screen allows users to perform the following sales functions: Client Visits Create Quotations Sales Reporting The Sales Profile is accessible as an option and a toolbar button from the Administration > Customer Masterfile and the Management > Sales Activity > Customer Sales Profile. The below screen is a view of the Sales Profile. The […]
Debtor Enquiry
This screen displays what the Debtor owes, split by Aged Amounts. This screen is available as an option and from the toolbar in the Administration > Customer Masterfile for the Debtor on the screen.
Creditor Enquiry
This screen displays what the Creditor is owed, split by Aged Amounts. This screen is available as an option and from the toolbar in the Administration > Customer Masterfile for the Creditor on the screen.
Client Options
This screen lists options that can provide additional functionality for this client. This is available from the options menus in Administration > Customer Masterfile E.g. BONDCUST: Identifies a customer with Cars in Bonded Warehouse DEFPARTS: Defaults the Supplier to ‘Default Supplier’ (#DEF) for this Client when classifying parts DLD_GST: Identifies clients that use GST from […]
Print RACA Undertaking Form
To meet the requirements of the Transport Security Aviation Governing Body, the RACA Undertaking Form is lodged for Export Air Customers. The Undertaking Form can be printed via the Options Menu in the Administration > Customer Masterfile and will only be enabled if the Exporter = YES.
Register Client in ICS (AU)
From the Administration > Customer Masterfile, it is possible to send information to Customs in Australia to register the business and receive a CCID. This can be selected from the Options Menu. This can only be selected if a customer is displayed on the Customer Masterfile ICS EDI CCID Submission Process Field Name […]
Registered Client Jobs
This screen outlines the Date of Registration for the first Job that was created and the most current Job that is created. It also includes the total number of Jobs that have been created under specific rules. This screen can be accessed via the Options Menu in the Administration > Customer Masterfile. The link will […]
Creditor Quality Review
This option is provided to allow review of Creditors. The option will only appear where the Company Type is Creditor. This option is available from the Administration > Customer Masterfile. This screen will display the most recent Quality Review record for the Creditor based on the Valid to Date. Field Name Description Validation Default […]
Delivery Addresses
Multiple delivery addresses/pick up addresses can be stored for the Customer. This option is available from the toolbar button and from the Options menu in the Administration > Customer Masterfile. These addresses are used within the Job Registration screen and the Export Cartage Docket Screen. The default address will automatically populate when a Job is […]
Preferred Carriers
It is possible to assign preferred carriers that will be used as a default when registering a Job for that Customer. Carriers can be assigned by Airfreight, FCL, LCL, Parcel Post and Break Bulk. The Preferred Carriers screen is available from the Options Menu in the Administration > Customer Masterfile screen. Please Note: The Carrier […]
Letter of Authority Check
A warning that a Letter of Authority has not been received for a client can be shown when a Job is registered where you are the Broker and a Letter of Authority is not in the Client Document Register. This check will be made when jobs are added in the Import Job Registration screen, […]