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 > […]
Site Setup
Site Setup
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 […]
Workflow Site Setup
The first step in implementing workflow is to define the sequence of steps or events that are required to be completed on an import job from creation to completion. These are the job milestones. These milestones are defined by you to suit your internal operational process and procedures, and can be defined by job profile. […]
Order Tracking Site Setup
The system defaults for order tracking are set up using ‘Order Tracking Parameters/System Parameters’. This is where the default order tracking type is defined. This can be overridden at the customer level. Field Name Description Validation Default Company Name Company Name from Administration>Company Details N/A N/A Order Tracking None, Order or Part Mandatory Blank […]
Web Portal Site Setup
This screen allows the addition of new web portal users and update of their details and access. This screen is found in Web Portal > Web Portal Users. If any changes are made to this screen whilst the Web Portal user is logged in to the web portal advise them to log out and log […]
Export and Domestic Job Milestones
These screens are used to set up the milestones that will be assigned to each export or domestic job on creation (or entry into the workflow). These screens can be found in Administration > Job Tracking Export and Domestic Job Milestones Export Job milestones are assigned to an export or domestic job upon creation (i.e. […]
Required Docs Configuration
This screen allows you to automatically ticked Documents as required in the Document Screen for Import Sea and Air Jobs and allows you to determine if the Documents screen will automatically pop up when jobs are added or updated. This screen is found in Administration > Company Details Menu > Required Docs Configuration Field Name […]
Sales Visit Maintenance
Expedient allows users to add/modify Sales Visits Types. Sales Visits Types are used with the Customer Sales Profile Screen when recording and reporting Sales Visits. Ensure, when adding a new Sales Visit, that the Sales Visit Code is unique and is a number. This screen is found in Administration > Company Details Menu > Sales […]
PKI Maintenance
The PKI Certificate is used to authenticate your company when lodging Customs Entries with Customs Australia. This screen is used when your PKI expires. This screen is found in Administration > Company Details Menu > PKI Maintenance Field Name Description Validation Default Text Email Address This email address is used for Customs to send documents […]
FSU Interface
Expedient will send requests for FSU updates of Air Cargo Imports. This screen stores the details of where to send the request to and how to receive the FSU updates. Your site must have an account with CCN to receive FSU updates. This screen is found in Administration > Company Details Menu > FSU Interface […]
Inter Country Maintenance
Expedient allows sites to import and export supplier invoices and shipper invoices between sites in different countries e.g. between Australia and New Zealand branches. This screen stores the details of the transfer of data. This screen is found in Administration > Company Details Menu > Inter Country Maintenance Send Method – LOCAL Send Method – […]
Corporate Interface
This folder stores the configuration for receiving information into Expedient from your Corporate system and sending information from Expedient to your Corporate System. This option is found in Administration > Corporate Interface Inbound These screens contain the configuration used to import data into Expedient from external sources. These options are found in Administration > Corporate […]
Creditor Quality Review
This menu option within Administration is available where your site has the Accounting Module. This option allows you to store a set of questions that can be applied to Creditors to monitor performance. This option is found in Administration > Creditor Quality Review These questions will require answers within the Customer Masterfile for the Creditor. […]
Billing Sheet Maintenance
Expedient allows users to choose which Billing Codes are to print and in what order on the Billing Sheet Documents for Import and Export. This screen is found in Administration > Company Details Menu > Billing Sheet Maintenance
Merge Menu
Expedient provides the ability to merge or rename Client Codes and Supplier Codes. This option can be found in Administration > Merge Menu. Customer Merge Expedient allows users to Merge many customer codes to one Customer Code. This screen is found in Administration > Merge Menu > Input Customers To Merge The below screen allows […]
Bank Account Details
Expedient allows users to assign a bank account to a General Ledger Code and a default Department. This screen is found in Administration > Company Details Menu > Bank Account Details AU Screenshot BSB, Account, ABA Bank Code and APCA Number are required for EFT Bank File Payments in AU. BSB, Account and EFT Bank […]
Auto Journal Maintenance
This option is available where your site has the Accounting Module. These screens allow you to store rules to automatically create Job Only Profit Journals according to the stored rules. This screen is found in Administration > Company Details Menu > Auto Journal Maintenance Reassign Accounts Maintenance This option is helpful in AU. This screen […]
Download Data Files
This option allows you to load supplier invoices, shipper invoices and parts into Expedient. This option can be found in Sundry > Down Load Data Files Auto Invoice Admin This screen stores information on which internal and external contacts are alerted when Supplier or Shipper Invoices are received into Expedient using the Email File Feature. […]
Email Disclaimer Text
This screen allows users to add and maintain text that will appear in the body of email automatically sent from Expedient e.g. with Customs Entries. This screen is found in Administration > Company Details Menu > Email Disclaimer Text Field Name Description Validation Default Trading Name Select the Trading Name that the Disclaimer text […]
Input Terms Printouts
Various Printed Documents contain specific company information that Customers need to see. Such things like Bank Account Details on Invoices. This screen is found in Administration > Company Details Menu > Input Terms Printouts. The Terms Code will already be added when the document is placed in the system. This screen is only used for […]
Accounting Department Codes
The below screen stores all job related and accounting related Departments for Accounting purposes. This screen is found in Administration > Company Details Menu > Accounting Department Codes. Each Department can be assigned a Cost Centre
Cost Centre Maintenance
Cost Centre Maintenance Cost Centres are used for separating Income and Expenses on the Balance Sheet, and on Profit and Loss Statements. This screen is found in Administration > Company Details Menu > Cost Centre Maintenance. This is generally used for companies that have 1 ABN but have more than 1 Trading As Name utilising […]
Document Distribution Groups Search
This screen can be used to view all the documents belonging to a Document Group and to look up which group a specific document belongs to. This screen is found in Administration > Company Details Menu > Document Distribution Groups. Use the Find option to search on a Distribution Group Then search for the document […]
Forms Maintenance
The forms maintenance screen allows users to view and change the form that is printed from Expedient. This screen is found in Administration > Company Details Menu > Forms Maintenance. As per below screen, the user has the ability to change the Invoice Print option. The below JOBINV, is the Job Invoice Print. The Form […]
Auto Cheque Number Sequence
Expedient allows users to print cheques. This screen allows administrators to enter the cheque sequences by Branch. This screen is found in Administration > Company Details Menu > Auto Cheque Number Sequence