EXPEDIENT SOFTWARE

In this release, we have enhanced the Debtor Receipts screen to now allow the easy adding of Bank Fees. The Debtor Receipts screen has a new button in the toolbar called ‘Bank Fee’. Selecting this button will allow users to add a bank fee. This will automatically create and pay a new GL Creditor Invoice […]

In this release, we have added a documents tab to the Finance -> Banking -> Creditor Payments screen

In this release, we have added a reversal process to the Finance -> General Ledger -> Journals Enquiry screen. Reversing a journal will create a duplicate journal using the inverse amounts that will be automatically posted and reconciled against the original journal. Only users with the user option JOURNALREV will be able to reverse journals […]

In this release, we have added the ability to add notes to journals via the Notes toolbar button on the Journal Entries screen Notes made on the Journal Entries screen will carry over to the Journals Enquiry screen when posted. We have also added a Post Journal toolbar button to the screen, so Journals may […]

In this release, we have added a documents tab to the Finance -> Banking -> Job Disbursement Payments screen

In this release, we have added the following menu options to the Finance -> Banking -> Bank Reconciliation -> Bank Reconciliation screen under ‘Pay/Receipt’ Creditor Payments Debtor Receipts Foreign Contra Payment/Receipt General Ledger Payments General Ledger Receipts Payments Enquiry Receipts Enquiry

In this release, we have added configuration for the Partner Portal data tiles at the Administration -> Web Portal -> Partner Portal Administration and Administration -> Masterfile Management -> Customer Personnel levels. This configuration allows users to show/hide data tiles on the Partner Portal as they would like to.

In this release, we have added a Consignee/Consignor Reference column to the Import/Export Container listing screens on the Partner Portal

In this release, we have made many enhancements to the Operational Finance -> Creditor -> Enquiry – Creditors Ageing screen. We have added the following fields (with data pulled from the Customer Masterfile): On Account Account Balance Last Payment Date We have added new fields: Average Payment Days Calculated as the average number of days […]

In this release, we have updated the Creditor Payments screen on Operational Finance -> Creditor -> Enquiry – Creditors Ageing (accessed via the toolbar or menu option) We have added the following columns to increase the scope on information: Bank Currency Pay Amount Pay Currency Payment Reference Description Reconciled Bank Match Payment Type User

In this release, we have updated the All Invoices screen on Operational Finance -> Creditor -> Enquiry – Creditors Ageing (accessed via the toolbar or menu option) We have added the following columns to increase to the screen to increase the scope of information: Reference EDI Invoice Payment Status Payment Type Accounting Date Post Date […]

In this release we have updated the Open Items screen on Operational Finance -> Creditor -> Enquiry – Creditors Ageing (accessed via the toolbar or menu option) We have added the following columns to the screen to increase the scope of information: Reference EDI Invoice Payment Status Payment Type Accounting Date Post Date User FXC […]

This release includes an update to the following screens: Forwarding -> Import Air -> Consol Registration Forwarding -> Import Air -> Job Registration For the Import Air Job and Import Consol Registration screens, there is a new ULD tab. The behaviour of each Column in the ULD tabs is as follows: Line Number is defaulted […]

In this release, Expedient will allow users to load downloaded supplier invoice header charges to the system. When the invoice is added, the relevant charges will populate to the supplier invoice header by matching the invoice number/customer code/supplier code. You can also select the downloaded supplier invoice header charges manually on the supplier invoice (Supplier […]

In this release, Expedient will allow users to load downloaded entry header charges to the system. When the entry is prepared, the relevant charges will populate to the import declaration by matching Master Bill & House Bill. You can also select the downloaded entry header charges manually on import declaration (update mode)>Options>Downloaded Header Charges. Load […]

In this release, Expedient will allow users to set up EDI interfacing by themselves to load downloaded export invoices into Expedient by email or SFTP. Users are allowed to select any downloaded supplier invoice load template to set up EDI Configuration. Location: Forwarding -> Export Air -> Tools -> Load Export Invoice File The file […]

As a part of this release, we have added a documents tab to the Finance -> Banking -> Debtor Receipts Bank Reconciliation screen. The documents tab allows users to attach files to a receipt record. The attached files will pull through to the receipts enquiry record when the receipt is posted.

As a part of this release, we have added a documents tab to the Finance -> Banking -> General Ledger Payments screen. The documents tab allows users to attach files to a payment record. The attached files will pull through to the payments enquiry record when the payment is posted.

As a part of this release, we have added a new screen Journals Enquiry (found via Finance -> General Ledger -> Journals Enquiry) This screen functions in the same manner as our other enquiry screens (e.g. Finance -> Banking -> Enquiry -> Payments Enquiry) where users can search and view posted journals. The Journals Enquiry […]

In this release, we have increased the character length of the Payment Reference fields on the following screens to 150 characters: Finance -> Banking -> Creditor Payments Finance -> Banking -> Job Disbursement Payments Finance -> Banking -> General Ledger Payments Finance -> Banking -> Foreign Contra Payment/Receipt Finance -> Banking -> Enquiry -> Payments […]

In the release, we have enhanced the Unreconciled Items screen with more information, to make it easier to find transactions while tagging. The new columns are Client Code, Client Name and Description We have also added a View Transaction button to quickly take users to the selected transactions enquiry record (receipt or payment) and have […]

The ULD field in the Export Air Consol screen will be removed. Users can use the ULD tab in the Export Air Consol screen to register ULD information if needed.

The Know Customer Report is available in the NZ system. The report can be generated via the following ways. Administration -> Reports -> General -> Known Customer Report Report Scheduling -> Shelved Report Scheduling -> Report Code “KNWCUST”. Report Sample Note: The report includes all information that may be requested by NZ CAA (Civil Aviation […]

The following new fields are added to the customer masterfile. Trading as NZBN (NZ only) Registration Date  (Aviation Security)

This release includes an update to the following screens: Forwarding -> Export Air -> Consol Registration Forwarding -> Export Air -> Job Registration For the Export Air Job Registration screen, the Shipments tab will be removed and replaced with the new ULD tab. The Export Air Consol screen will also have a ULD tab. The […]

In this release, we have moved the SFTP details so that its fields are more conveniently located below the Send Method field when it is set to SFTP. The SFTP details were previously in their own tab. Please see the screenshot below for the new layout.

In this release, when the email address is generated by Expedient Application automatically, the email status will be displayed as “Unverified”. A receiving email address needs to be verified by the Expedient system admin. A system prompt below will display. After the email address is verified, the email status will be updated to “Verified”. When […]

In this release, the statement on the Customs Container Hold Report (Import Sea Job/Consol>Notifications>Customs>Customs Container Hold) will be updated below. Before change After change

In this release, we have created a new screen that allows users an easy and automated way of transferring money between bank accounts. The Bank Transfer screen is located: Finance -> Banking -> Bank Transfer When a Bank Transfer is Posted, a GL Payment and GL Receipt is automatically created and posted with all necessary […]

This release includes an update to the screen: Customs Processing -> Import Declaration Nature 10/20 The Import Declaration will pull Extn. Code 2 from the Job onto the Import Declaration. Additionally, the Submission Number has been moved to be on the same line as the Job No.

This release includes an update to the following screens: Report Scheduling -> User Configured Report Scheduling Report Scheduling -> Shelved Report Scheduling Container Management -> Reports -> Report Scheduling Management -> Reports -> Finance -> Accounting Report Scheduling Order Management -> Reports -> Import -> Report Scheduling – User Configured Order Management -> Reports -> […]

This release includes an update to the Delivery Dockets generated in the screen: Customs Processing -> Job Registration The Delivery Docket will now include Commodity Details and Container Grade for each Container on the Job. If the Container does not have any Commodity or Container Grade information, then it will not print those values on […]

This release includes an update to the following screen: Customs Processing -> Job Registration The Job Registration screen will now show the ‘Tare Weight’ column in the Containers tab. When a Container ISO Type is chosen, the Tare Weight will be automatically populated. Once the Net Weight is populated, then the Gross Weight will be […]

In this release, we have enhanced the reversal processes to allow users to back date. This enables users to update the invoice/transaction dates on reversals for: Payments Receipts Debtor Invoices Creditor Invoices Backdating permissions may be toggled on/off for users via the user options in the Users Masterfile (Administration -> Corporate -> Users Masterfile -> […]

In this release, we have enhanced the Bank Reconciliation screen to now allow the easy adding of Bank Fees. The Bank Reconciliation screen has a new button in the toolbar called ‘Bank Fee’. Selecting this button will allow users add a bank fee. This will automatically create and pay a new GL Creditor Invoice. Bank […]

In this release, we have created a new way for users to quickly and easily make Credit Notes. Credit Notes can now be automatically created on the Job’s Charges tabs (Import, Export Air/Sea) as well as within the Debtor Invoice Enquiry screen using the new ‘Credit Note’ button. Once the Entry is Posted, the Credit […]

In this release, we have updated the Spot Quote’s Charges tab to include 3 new columns: Expected Cost (FXC) Expected Cost (LOCAL) Expected Profit (LOCAL) These columns will only be available if the site has the system option ‘EXP_COSTS’ on. This can be requested by contacting Expedient Software support. These new columns will operate the […]

In this release, the Bank Reconciliation screen has been enhanced to allow users better visibility and flexibility in managing and loading Statement files. Please Note: As part of this release, we are removing the restriction of not allowing users to upload bank statement files with ‘TODAYS DATE’ on them. Same Date Users can now upload CSV […]

This release includes an update to the following screens: Customs Processing -> Job Registration Forwarding -> Export Air -> Job Registration Forwarding -> Export Sea -> Job Registration Where a Consol is linked to the Job, the Load Port and ETD Load can still be edited, allowing for different Load Ports between the Job and […]

Configuring Container TEU Values In this release, users will be able to enter in their own custom TEU values for each container ISO type. To do this, users must go to the new Container Configuration screen (Administration -> Masterfile Management -> Container Type Configuration). In this screen, users can click on the Update button and […]

In this release, users are able to lodge the N30 with weekly, monthly or quarterly settlement periods for the eligible importers or goods. The “WEK” header code has been removed and replaced by “SW” in SETT code. “Users should use “SETT” code After “SETT” code is selected, click the zoom in “Data Required” field to […]

In this release, VIN (Vehicle Identification Number) code has been added to Supplier Invoice File Load (Customs Processing -> Tools -> Supplier Invoice File Load). Regards, Frank

In this release, “Add Part” button has been added to the following screens Pre-job Supplier Invoice (AU only) Supplier Invoice (AU/NZ) Shipper Invoice (AU/NZ) When a new part is added to the screen, you will see “Add Part” button. When it’s clicked, the process will open part masterfile and pre-populate the following values Customer Code […]

After this release, the Port of Loading on the import declaration will be populated from Job>Transhipment Port if it’s specified. If not, it populates from Job>Load Port.

If the entry is an AEP entry and no document assessment is required, when the documents are lodged to COLS system, they will be stored in DAFF CWMS system for future reference and the documents will not be assessed by a processing officer. You will receive a notification email like below. You will also see […]