Release 121212 – AU/NZ Accounting- Print Screen Update

This release provides an update to the Print Screen providing prepopulated subjects for emails and distribution groups for Accounting Documentation. This release is the 5th and final phase of our Report Distribution Project in Expedient Software. The Print Menu now shows the following feature for Accounting Documents.

See our Demonstration Video on YouTube.

The short demonstration video shows how to use the print, email, preview, attachment and auto save functions now available for Import, Customs and Cartage Documentation and soon to be available for all documentation sent to external contacts in the coming weeks.

We encourage Expedient Users to work through their Client Masterfiles and assign Personnel to Document Distribution Groups.

The Document Distribution Groups are:

Accounts Receivable

Cartage

Customer Invoice

Customer Statement

Customs

Export Agent

Export Notifications

Import Notifications

Quotes

Rates

Shipping Line

How to assign Personnel to Document Distribution Groups

Open the Personnel screen using the toolbar button from Administration>Customer Masterfile screen or use the new link from the Administration folder

The Personnel screen displays the new Document Distribution Groups section.

Select to add and update the details in the Distribution Group

Click in an empty row in the Document Distribution Group table to view the list of available groups. Select a specific Document Group or select ‘All Documents’ if you want the contact’s email address added to the distribution list for every document intended for this client.

Please note if you select ‘All Documents’ you are not able to select another Document Group in the next row of the table.

Click in empty rows in the table to add more Document Distribution Groups.

In the example above Debra Lumley is in the Account Payable team at DEMCON so she has been added to the Distribution Group ‘Customer Invoices’.

Which documents belong in each Document Group?

To view the list of documents that belong to the Document Group double click on the row in the Distribution Group table in the Personnel screen.

For example, if you click on ‘Customer Invoice’ in the previous screen shot you will see a list of all the Customer Invoice documents Debra Lumley could receive for the client DEMCON.