EXPEDIENT SOFTWARE

In this release, the Import Manifest document has been added to the Import Job Registration level. This new option is available under the menu option Notifications -> General -> Container Manifest, in between ETA Change and General Notification

in this release, the Container Manifest document has been added to the Import Job Registration level. This new option is available under the menu option Notifications -> General -> Container Manifest, in between Arrival Notice & Billing Sheet

In this release, the Unpack Depot Receipt document has been added to the Import Job Registration level, for Job Type = Sea. This new option is available under the menu option Notifications -> General -> Unpack Depot Receipt, in between Transhipment Notification & Vessel Change

In this release, we have updated the validation on the following documents on the import job registration screen: Notifications -> General -> Arrival Notice Notifications -> General -> Cargo Availability – LCL To not require a linked consol to be printed.

The “Refresh” button is added to the following screens. When it’s clicked, it will refresh the current record on the screen. AU Import Declaration Air/Sea Cargo Report Air/Sea Underbond Movement Air/Sea Outturn Report Export Declaration ESM CCID Application PRA NZ Import Declaration Inward Cargo Report Export Declaration Cargo Report Export Outward Cargo Report

In this release, users can now download the Latest version of Manifest EDI’s XSD as well as a sample file. To download these, go into the EDI Configuration screen (Administration -> Interface -> EDI Configuration -> EDI Configuration) and find a record that has Manifest EDI set to Yes as well as Receive Import Manifests […]

In this release, we are updating the Ops Finance – Management Dashboard to allow users to filter and clear WIPs for specific GL Codes. This will be specifically useful for clients who are tracking specific codes. How it works Go to the Ops Finance – Management screen (Management -> Finance -> Ops Fin – Management […]

In this release, the DSA (Declaration Status Advice) notification email will be sent to the broker who last lodged the entry.

The following new mapping fields have been added to the NZ Export Invoice Load (Forwarding -> Export Sea -> Tools -> Load Export Invoice File or Shipper Invoice (Update Mode) -> Load Invoice File Invoice Date Incoterm Shipping Marks Package Type Gross Weight (KGM) Net Weight (KGM) Volume (MTQ) Custom Text 1 Custom Text 2 […]

In this release, we have added configuration to include charge lines notes on the spot quote prints. This is available for both draft and final spot quotes, in PDF and XLSX formats.

In this release, Expedient will be adding enhanced functionality related to routing in all import registration screens so that users can now register multiple routing legs per job or consol. As part of this update, we will be enhancing other elements of Expedient to complement the new routing function. The changes to old fields and […]

In this release, as part of an enhancement to Booking EDI, we are creating a new version for Booking EDI and Corporate Comprehensive EDI to allow more tags to be sent from or loaded into the Bookings screens. Below is the list of tags that can be loaded for Booking EDI or sent out for […]

In this release, as part of an enhancement to Booking EDI, the following screens now have a new EDI History modal. This will allow users to see EDI Messages related to the Bookings: Import Bookings Export Bookings A new toolbar option, EDI History, is now available under Messaging. This option will be selectable if a […]

In this release, as part of an enhancement to Booking EDI, we have updated the EDI Configuration screen to be able to load in a new version of the Booking XML. This new version will allow Export Bookings to be created via EDI and allow for more information to be loaded for Import Bookings: The […]

In this release, as part of an enhancement to Booking EDI, the Corporate Comprehensive XML will be able to send a new version of the Comprehensive XML. This will allow users to send more information from the Booking screens. The following Outgoing Information types will be able to send a version 2.00.00 Corporate Comprehensive XML: […]

The “Underbond Acquittal” column has been added to the Master Bill Dashboard. User can also query the “Underbond Acquittal” status via Search Criteria. Note: Users can acquit underbond via the outturn report screen. Go to Forwarding -> Import Air -> Outturn/Manifest Check-In Click “Add” and enter “Establishment ID” Click “Master Underbond”. Select the MAWB from […]

In this release, we have made further enhancements to the View Profit & Loss screen: When the screen is first opened, the screen will now only display records for the current financial year The Cost Sales fields have been removed The Revenue field and toolbar button have been limited to only show accounts numbers in […]

In this release, we have expanded the date options for the ‘Show import containers for’ Partner Portal configuration. The options now include: Actual Dehire Vessel Availability Date Delivery Date M/T Pick Up Date ETA Destination Documents to Transport/Consignee

The additional mapping fields below are added to Customs Processing -> Tools -> Supplier Invoice File Load Shipping Marks & No Gr. Weight (KGM) Net Weight (KGM) Volume (MTQ) Concession Country of Export Region of Origin

The max declaration lines validation has been added to the following declaration types. Import Declaration Maximum Lines – 2,000 Inward Cargo Report Maximum Lines – 10,000 Export Declaration Maximum Lines – 2,000 Cargo Report Export Maximum Lines – 10,000 Outward Cargo Report Maximum Lines – 2,000 When “Validate” button is clicked, the error message like […]

In this release, we have archived the following reports, by moving them to the Management -> Reports -> Legacy Reports folder: Management -> Reports -> Finance -> Profit – Job/CostCode Import Management -> Reports -> Finance -> Profit – Dept & Month By Rank Management -> Reports -> Finance -> Profit – Dept/YTD By Country […]

In this release, we have made several updates to various banking processes to consider non-000 departments The general ledger payments process has been updated to use the Bank Account department (from the Administration -> Finance -> Bank Account Details screen) when posting The Remittance Advice print has been updated to use the Trading As logo […]

In this release, we have updated the Finance -> General Ledger -> View Profit & Loss screen New fields have been added: Revenue Cost WIP Gross Profit Income has been re-labelled to Actual Profit A toggle check-box has been added called ‘Show profit only figures’ When this checkbox is ticked, the following fields are shown: […]

In this release, we have updated the Finance -> General Ledger -> View Period Totals screen Screen has been updated to include all active bank accounts and control accounts A Trading As field has been added to filter the data A period and year field has been added to filter the data The Department column […]

In this release, we have updated the final Spot Quote email templates in the Administration -> Corporate -> Email Templates -> Email Template Masterfile screen to include the option to add buttons The below buttons are only valid if at least one recipient is a partner portal user for the client Accept Quote The spot […]

In this release, we have integrated the 12 month balance sheet into the balance sheet report. To run a standard balance sheet, select Report Style = Period To run a 12 month balance sheet, select Report Style = Year to Date – Financial The 12 month balance sheet may be run in XLSX or CSV […]

In this release, we have updated the debtor invoice prints (all form types) to include the linked spot quote number (if it exists) at the top right of the invoice.

In this release, we have implemented a Spot Quote Draft functionality on the Partner Portal. When a spot quote is added on the partner portal, it may now be saved a draft. When a spot quote has Status = Draft: It is not visible on the corporate site All editable fields on adding, remain editable […]

In this release, we have made the following changes to the Job Charges sub-tabs on the following screens: Import Job Registration Export Air Job Registration Export Sea Job Registration Added a Journals sub-tab Tab displays all job journals by account number for the job Tab includes buttons for the Job Journal and Journals Enquiry screens […]

In this release, we have made several enhancements to the Management -> Operations -> Freight Forwarding Summary screen: Added a ‘Combined’ option so the report may no be run for both import and export jobs at the same time When running by combined, import jobs will be found based on the ETA Destination date and […]

In this release, we have added a Department column to the CSV format of the Finance -> Reports -> GST -> Creditor Invoice Breakdown report. This column shows all departments related to the creditor invoice, and will concatenate into an alphabetically sorted, comma separated list if the invoice is across multiple departments

In this release, we have made the following changes to the ‘View Total Items’ toolbar button on Debtors Ageing: The button has been renamed to ‘Total AR Amounts by GL Code’ An Alpha Charge Code column has been added A total for the amount column has been added

In this release, we have updated the logic regarding the Sales Person defaulting when creating a job from a booking. Now, when a job is created from a booking, the Sales Person field on the job will auto-populate with the Sales Person for the Customer (on the Debtor tab of the Customer Masterfile record) on […]

In this release, users can automatically submit sea cargo reports when the manifest file is loaded via the Load Manifest Line (Sea) EDI function—either through email or SFTP. If you would like to enable this feature, please contact Expedient Support.

In this release, the following elements are added. Export Air Consol Export Shipper/Consignee email address. The email address will be shown in the MAWB print. When the address detail is populated as “Agent”, the default email is from Customer Masterfile>General Tab>Web Information>Email for the Agent. When the address detail is populated as “Forwarder”, the default […]

In this release, the default INCOTERM & Currency population logic has been added to the following screens. Supplier Invoice When the Supplier Invoice is added, the default currency is populated based on the priority order below. Currency Downloaded Supplier Invoice -> Currency Customer Masterfile -> Supplier Tab -> Default Currency Import Declaration When the Import […]

In this release, users can load TLF into the supplier or shipper invoice using the following functions: Supplier Invoice → Load Invoice File Customs Processing → Tools → Supplier Invoice File Load Shipper Invoice → Load Invoice File Forwarding → Export Air → Tools → Load Export Invoice File The process will use the TLF from the load file only when the part is not classified. If the part is […]

In this release, we have updated the Profit & Loss report to consider a site’s opening balances in a custom group. When the Finance -> Reports -> General Ledger -> Profit & Loss report is run for a time period where a site’s opening balances journal was implemented, the opening balance transactions will be broken […]

In this release, we have added a documents tab to Orders on the Partner Portal. This new tab is synced up with corporate site – documents added on Orders on the corporate site will appear on the Partner Portal (subject to the document configuration) and likewise documents added on Partner Portal orders will appear on […]

In this release, we have enhanced the Finance -> Reports -> Debtor -> On Account/Debtor Receipts report. The updated version includes an XLSX format, and the client code zoom now includes multi-select functionality. The PDF format has also been updated to include the company colours and logo as set in the Company Masterfile screen.

In this release, we have made significant enhancements to the WIP – Management Dashboard screen. The screen has been renamed to Management -> Finance -> Ops Fin – Management Dashboard New columns have been added: Job Type Branch Forwarder Name Responsible Person Customer Service Operator Broker Name Discharge Port Currency Gross Profit Reimbursement Cost Reimbursement […]

In this release, we have made significant enhancements to the Management -> Finance -> Job – Financial Enquiry screen The following fields have been renamed: Profit -> Actual Profit In the Invoice Details table, the following columns have been renamed: Paid -> Cost (Local Currency) Billed -> Revenue (Local Currency) Balance -> WIP (Local Currency) […]

In this release, we have implemented the following configurations regarding the printing of spot quotes: The ability to include: A cover page Summary information Shipment details Terms & conditions Additionally, spot quotes raised in foreign currencies may now be configured to print in the local equivalent, or quoted currency. Quotes in multiple foreign currencies must […]

In this release, we have implemented a configuration regarding the order auto-rating charges come through to the job in. Currently auto-rating charges come through to the job in alphabetical order by rate code. The configuration we have added enables auto-rating charges to come through in the order they appear in on the auto-rating screens: Company […]

In this release, we have updated the Remittance Advice form to show the currency on the General Ledger Payments screen, and for posted General Ledger Payments on the Payments Enquiry screen based on the Bank Account currency.

In this release, we have made the following changes to the Spot Quotes tab on the Partner Portal: When selecting a Spot Quote with status = Requires Acceptance, the user will be immediately taken to the Charges tab on the Spot Quote The columns on the Spot Quote Charges tab may now be sorted The […]

In this release, we have added a new report under the following navigation path Management -> Reports -> Finance -> Finance Job Report The Finance Job Report comprises of financial data at a Job or Job & Charge Code level depending on the selected Report Style. Summary reports run at the Job level, Detailed reports […]

In this release, the ATB – Currency Variation report has been renamed to ‘Currency Re-Evaluation’.

Users can enter TLF into the TLF field in the shipper invoice line screen in this release. After the shipper invoice is saved, new parts will automatically be saved to the part masterfile. Newly Classified Parts When users click OK on a shipper invoice, if there are any newly classified parts, the system will prompt […]

Users can enter TLF into the TLF field in the shipper invoice line screen in this release. After the shipper invoice is saved, new parts will automatically be saved to the part masterfile. Newly Classified Parts When users click OK on a shipper invoice, if there are any newly classified parts, the system will prompt […]