EXPEDIENT SOFTWARE

In this release, we have updated some labels on the Order Lines tab on the Import and Export Order screens to enhance clarity UOM has been updated to Package Type Unit Quantity has been updated to UOM Unit Value has been updated to Unit Quantity These label changes effect the following screens: Import Order (Corporate) […]

In this release we have implemented scheduling functionality for the following reports: Finance -> Reports -> General Ledger -> Balance Sheet Finance -> Reports -> General Ledger -> G/L – Trial Balance To schedule a report, the following requirements must be satisfied: The Saved Criteria field must be populated with a PUBLIC filter The Saved […]

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

A new version of the following XML file has been added to the system, but no changes have been made to the AU version file.  The NZ version changes are as below. NZ Import Entry/Comprehensive XML  Old Elements (v1.01.00) New Elements (v1.02.00) NZ Export Comprehensive XML Old Elements (v1.00.01) New Elements (v1.01.00)

In this release we have restricted all users from being able to use Balance Sheet (999 – 4000) accounts on the Finance -> General Ledger -> Job Journal screen, as manually manipulating these accounts can cause issues with reporting (e.g. the control totals report). If your sites process requires the manual manipulation of Balance Sheet […]

In this release, the Add On/Write Off screens have been updated for easier usage and better performance. These changes have been made to both the Debtor Add On/Write Off screen as well as the Creditor Add On/Write Off screen. Finance -> General Ledger -> Debtor Add-On / Write-Off Finance -> General Ledger -> Creditor Add-On […]

In this release we have implemented scheduling functionality for the following reports: Management -> Reports -> Finance -> Finance Client Report Management -> Reports -> Finance -> Finance Vendor Report Management -> Reports -> Finance -> Finance Consol Report Operational Finance -> Creditors Reports -> Creditors – ATB Reports Operational Finance -> Debtors Reports -> […]

In this release we have updated the Creditors ATB report with new date selection options, these options include: Age From Current Period The report is aged from the site’s current period Previous Period The report is aged from 1 period before the site’s current period Select Period The user may select a period to age […]

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

In this release we have updated the G/L Trial Balance report with new date selection options, these options include: Current Period The report is run up to the site’s current period Previous Period The report is run up to 1 period before the site’s current period Select Period The user may select a period to […]

In this release we have updated the Profit & Loss report with new date selection options, these options include: When Type = Financial Year to Date Current Period Report is run up to the site’s current period Previous Period Report is run up to 1 period before the site’s current period Select Period The user […]

In this release we have updated the Balance Sheet report with new date selection options, these options include: When Summary/Detailed = Summary Current Period The report is run up to the site’s current period Previous Period The report is run up to 1 period before the site’s current period Select Period The user may select […]

The following MPI events will be added to the NZ import declaration. BIOH – MPIBIO HELD The event is updated when MPI Biosecurity Response Status = B05 BIOC – MPIBIO CLEAR The event is updated when MPI Biosecurity Response Status = B04 or B06 FODH – MPFOOD HELD The event is updated when MPI Food Response […]

In this release, users are allowed to mass update TLF via “Mass Update” function in the supplier invoice screen. If the user doesn’t have permission to change TLF for previously classified parts (User Option INLINE_CLASS is OFF), the prompt below will display when TLF is changed in Mass Update screen. If the part is previously […]

The following Command Key has been added to the Import Declaration N10/20 Screen Import Declaration N10/20>Options>View Charges Command Key: G Import Declaration N10/20>Options>Job Registration – View Command Key: J Import Declaration N10/20>Options>Supplier Invoice – View Command Key: C Additionally, users can click the transport line on the Import Declaration N10/20 screen to access the respective […]

In this release, users can click the transport line to access the respective jobs.

Users are allowed to modify the goods description in the shipper invoice.

In this release we have updated the Debtors ATB report with new date selection options, these options include: Age From Current Period The report is aged from the site’s current period Previous Period The report is aged from 1 period before the site’s current period Select Period The user may select a period to age […]

In this release we have updated the Finance Consol Report with new date selection options, these options include: For the following report styles: Summary Detailed Users will be required to select a Reporting Date: ETA ETD Date of Consol Registration Accounting Date A Date Selection Option: Date Range Users can select ‘From’ to specify a […]

In this release we have updated the Client Statement report with new date selection options, these options include: Age From Current Period The report is aged from the site’s current period Previous Period The report is aged from 1 period before the site’s current period Select Period The user may select a period to age […]

In this release, we have added new scheduling options on the Management -> Reports -> Finance -> Accounting Report Scheduling screen. The new options are: Day of Month Report sends on the specified day(s) of the month e.g. If I schedule to receive the report on the 7th day of the month, the report will […]

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

The Goods Description in the shipper Invoice line will be an editable field and can be updated by users.

In this release, $YYY job event will be added to the system. The event will be added to the job when DSA (Declaration Status Advice) message is received with ICS Summary is $YYY. The event is also added into the conditional milestone and can be used by users to trigger DUTP (Duty Paid) milestone in […]

In this release, we have updated the part of the Bank Reconciliation process to include events. When a transaction is reconciled against a statement in the Bank Reconciliation screen, a ‘REC’ event will be triggered against the transaction. Similarly, when a transaction is unreconciled, an ‘UNREC’ event will be triggered. These events can be found […]

In this release, users are allowed to reinstate the withdrawn outturn report via “Re-Instate Withdrawn Outturn” option. After re-instated, users can submit the outturn report again to customs.

In this release, the Goods Description field in the supplier invoice screen will be editable. The default value will be populated from the Part Masterfile, but users can update it as needed in the supplier invoice line. Also, the Goods description has been added to Mass Update, Advanced Reset & Advanced Line filter. Mass Update. […]

This release will add the following columns to the unclassified Parts Report.

In this release, we have updated the Management -> Reports -> Finance -> Finance Consol Report to include two new column/row options: Expected Cost Populates as per the Expected Cost as entered on invoices on jobs against the consol Expected Profit Populates as per the formula Revenue minus Expected Cost for the line

In this release, the Import Bookings screen is reducing the number of fields that are mandatory when adding a new Booking. The fields below are no longer mandatory when adding a new Import Booking: Transport Class Supplier Code Vessel/Airline Voyage ID/Flight No Discharge Port Destination Port Required Departure Date Required Arrival Date Please note however, […]

Over the last few months and in the next coming months, we had released new or updated financial reports for greater visibility and accuracy of financial positioning. This month, we are releasing the new Profit and Loss report. What does this report do This Profit & Loss report shows the financial positioning of the company […]

In this release, we have updated the existing Creditor Apportionment process to allow for more apportionment options. Currently Process The system only splits values for Volume and Charge Weight, with restrictions on FCL Jobs. Updated Process Users can now set up default Apportionment Methods in the Customer Masterfile against the Creditor, and choose from the […]

In this release, we have created a new reversal process that will allow users to reverse the reconciliation of an Expedient transaction with a Statement line. In the Bank Reconciliation screen, users tag Expedient transactions against loaded Statement Lines to reconcile real-world transactions and Expedient transactions. This enhancement will allow users to ‘undo’ this reconciliation […]

In this release, PTUP event will be added into the part event when the part is updated.

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

In this release, we have updated the Management -> Reports -> Finance -> Control Totals report. The control totals report now displays the specific transactions causing differences on the report, with instructions on how to resolve them. E.g.

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

Users are allowed to configure the date range for the house bill Enquiry screen via Forwarding -> eCommerce -> Import -> eCommerce Maintenance -> Dashboard Configuration

The Goods Description in Supplier Invoice line will be an editable field and can be updated by users.

Concession field is added to Part Masterfile. Users are allowed to register the concession at the part level. If it’s entered, when the part is used in the supplier invoice, the concession will automatically populate to the supplier invoice line.

In this release, we have implemented a new Creditors – ATB Report, under the navigation path Finance -> Reports -> Creditor -> Creditors ATB – Reports. This new report combines the functionality of many of the old ATB Reports: End of Period Creditors – ATB ATB – Summary ATB – Detailed Which have been moved […]

Users can access the Zendesk Support Ticket via GBC Application. Support -> Zendesk Support Ticket When the option is clicked, it will open a new browse tab and re-direct users to the Zendesk login page.

In this release, users are allowed to reset EDI Messages if the submission is stuck with “Being Submitted”. After EDI reset, users are allowed to submit the message again. The EDI reset is only visible to users with User Option “RESET_EDI” ticked in User Master file>Options>User Options If users are allowed to reset EDI, they […]

If the site has an auto-save quarantine direction function, the “Quarantine Agreement to Treat Goods” Document will be saved to the job with ATT Document code.

In this release, Expedient software is making a lot of big changes around the print menu. There are a few visual changes to the print menu in this release, as well as a lot of functional changes. Before reading this release note, please see release note titled “Recipients and Email Templates for Documents and Notifications”. […]

In this upcoming release, Expedient will be giving users the ability to modify the Recipients and the Email Subject and Bodies which are automatically populated into our print menus when users attempt to send documents. This will be made possible with the new set up screens which are listed below along with a short summary […]

In this release, we have made significant enhancements to the Batch Send EOM Statements report The Batch Send EOM Statements report now opens in a modal over the home screen, and consists of the same enhancements from the Client Statement upgrade in the July 2024 release. Batch Send EOM Statements may now be printed in […]

In this release, we have implemented a new Debtors – ATB Report, available via the following navigation paths: Finance -> Reports -> End of Period -> Debtors ATB – Reports Finance -> Reports -> Debtor -> Debtors ATB – Reports Operational Finance -> Debtors Reports -> Debtors ATB – Reports This new report combines the […]

In this release, we have updated the Partner Portal Import Order File Load process to include exports. Users will note a new column in the mapping table ‘Direction’, indicating if a field is valid for Imports, Exports or Imports & Exports. The direction of bookings is determined by the Origin and Destination Ports in the […]