This screen allows document information to be added, except for Australian Customs Permits. Australian Customs Permit information is populated in this screen from the Permit/Advice information stored in the Parts Masterfile and/or the TLF Maintenance screen. This option from the Administration > Customer Masterfile allows Documents and AU Customs Permit information to be stored against […]
Administration
Expedient software contains a series of Masterfiles which store information needed to perform the Registration, Accounting and Banking functions.
Document Distribution Groups
Documents sent externally to customers from Expedient Software have been assigned to specific group. Personnel Contacts are then assigned to receive these document groups. The document groups are used to pre-populate the recipients to emails generated for documents. For example, contact John Smith, who works in the Import Department of client DEMCON, is assigned to […]
Personnel
From the Customer Masterfile it is possible to add further contact information for employees of that company. This is used in lookups on various screens. Namely the Automatic Report Module. This screen is available from the toolbar button and from the Options Menu in the Administration > Customer Masterfile. This screen is also available directly […]
Client Events
Use this option in the Customer Masterfile to view Client Level Events e.g. Batch Sent Statements. If the event was an email event use the button to view the recipients
Customer Masterfile
The Customer Masterfile holds all information related to any company that your company deals with. The ranges of company types in which you can store information against shown below: The screen is in Administration > Customer Masterfile. Field Name Description Validation Default Cust Code This is the short code that is used to search for […]
Setup a Terminal
The Customer Masterfile within the Administration Menu Option in Expedient stores details of your Customers, Creditors and other stakeholders of your day to day business. Expedient can help automate aspects of job registration and other operations in Forwarding and Brokerage if the Customer Masterfile is contains the right details. Setting up the Customer Masterfile for […]
Setup an Exporter
The Customer Masterfile within the Administration Menu Option in Expedient stores details of your Customers, Creditors and other stakeholders of your day to day business. Expedient can help automate aspects of job registration and other operations in Forwarding and Brokerage if the Customer Masterfile is contains the right details. Setting up the Customer Masterfile for […]
Setup a Depot
The Customer Masterfile within the Administration Menu Option in Expedient stores details of your Customers, Creditors and other stakeholders of your day to day business. Expedient can help automate aspects of job registration and other operations in Forwarding and Brokerage if the Customer Masterfile is contains the right details. Setting up the Customer Masterfile for […]
Setup a Debtor
The Customer Masterfile within the Administration Menu Option in Expedient stores details of your Customers, Creditors and other stakeholders of your day to day business. Expedient can help automate aspects of job registration and accounting if the Customer Masterfile is contains the right details. Setting up the Customer Masterfile for the Debtor correctly can help […]
Setup an Importer
The Customer Masterfile within the Administration Menu Option in Expedient stores details of your Customers, Creditors and other stakeholders of your day to day business. Expedient can help automate aspects of job registration and other operations in Forwarding and Brokerage if the Customer Masterfile is contains the right details. Setting up the Customer Masterfile for […]
Suppliers
Suppliers
Customers
Customers