Glossary

Adjustment

An Adjustment or Adjustment Note is provided for an amount in credit to a customer. See Credit Note.

Administrator

The Administrator of the system is a person at your organization who has access to all functions within Moveware.

Agent

Agents provide import and export services for Jobs and Waybills and are linked to Debtors (Customers) in Moveware.

Appointment Diary

The Appointment Diary contains dates of staff member's appointments. It is accessed by pressing the F3 button.

Bond Register

A module in Moveware that displays a list of import Jobs and their current status in the customs clearance process.

Charge Line (Invoice Line)

A Charge Line is a chargeable item on an invoice, containing the value amount and the detail of the branch, cost centre and General Ledger revenue subcode of the charge.

Chart Of Accounts

See General Ledger

Code

Codes are used to define text and parameters throughout the system.

Container Register

A list of shipping containers involved in international moves.

Control Account

Control Accounts are used as summary accounts in the General Ledger to consolidate and summarise all linked accounts.

Credit Note

A Credit Note records an amount credited to a customer's account.

Creditor

A Creditor is an individual or company that your business has owed or does owe money. A Creditor is also known as a Supplier or Vendor.

Creditor Invoice

See Purchase Invoice

Creditor Product

A charge line on an invoice received from a Creditor/Supplier.

Destination Summary

The Destination Summary is a module in Moveware which provides an overview of all upcoming Jobs and is used in conjunction with the Daily Diary to schedule Jobs and Waybills. It is commonly used for consolidated containers for long distance trips or groupage shipments.

Daily Diary

The Daily Diary (also referred to as the Operations Diary) is a module in Moveware which allows operational staff to view the workload for any given day and allocate crew and vehicles to Jobs.

Diary

Several Diaries are available in Moveware, see Appointment Diary, Daily (Operations) Diary and the Diary tab of the Jobs module.

Diary Actions

A unique action/task for every move that guides users on their responsibilities and gives them a "to do" list. A unique sort order will define the order in which the diary actions appear for the selected Job Type. Diary Actions can be automated and can be linked to emails/sms messages.

Debtor

A Debtor is a customer who has a transaction in which they owe or have owed money to your business.  The customer may be either an individual or another company, and their transaction may be any item or service that is Invoiceable, such as storage.

Event Log

The Event Log provides transparency in operations by tracking events that occur during the usage of Moveware such as a user logging on, or Job details being changed.

General Ledger

The General Ledger is a collection of the firm's financial accounts. While the general journal is organised as a chronological record of transactions, the ledger is organised by account. In casual use the accounts of the general ledger often take the form of simple two-column T-accounts. In the formal records of the company they may contain a third or fourth column to display the account balance after each posting.

Groupage

A collection of several small consignments being sent to the same destination. The consignments are packed and sent together on one bill of lading by a forwarding agent to reduce costs and charges.

Inventory

The Moveware Inventory contains a default list of available items such as furniture and packing materials that can be included in Jobs. The default Inventory is editable in the Inventory Management window.

Invoice

A (Customer) Invoice records the details of a transaction with a Customer. These details include customer contact information, date created, a unique Invoice number, a batch number, the amount and currency payable including tax amount, and the type of Invoice.

Job

A Job is also known as a Move or a Removal.
A Job stores information that is relevant to a move including the customer contacts, collection and delivery addresses, dates, packing materials, access information, charges and a record of customer contact. A unique Job number is generated by Moveware to reference the Job from lead creation to invoicing. Once this information is entered, it is used in the system throughout the whole moving process.

Job Type

Creates a comprehensive group of all required Tasks/Diary Actions, Costing lines (Creditor Products), Invoicing lines (Removal Products) and review questions for a type of work performed. For instance, a Job Type could be Export Air Door to Port. Miscellaneous Job types are used for services that can appear across the entire business.

Journal

A Journal is used to enter transactions into the General Ledger. Journals are automatically created during the normal operation of Moveware and can also be created manually and set as recurring.

Look-up Field

A lookup field is a field highlighted with a blue background. Double clicking the field displays a Lookup Window from which predefined values can be selected.

Manifest

A Manifest is a shipping document containing shipping instructions, job and inventory details and origin and destination agents. Manifests are also known as Waybills.

Moveware (Application)

The Moveware application is a complete Move Management and financial system designed to help your staff manage the entire moving process from pre move sales, operational planning, manifesting and post-move review. The Accounting system is completely integrated and the software includes an extensive range of Correspondence and Summary Reports to give you an unprecedented view of your business.

Moveware (Company)

Moveware is a company dedicated to providing software and support services to the Moving & Storage Industry. Our software is used by companies all around the globe and we continue to expand our product suite and list of services.

Moveware Partner

Companies or agents who also use Moveware are referred to as Moveware Partners.

PDF

PDF is an acronym or Portable Document Format, a standard developed by Adobe. Any user can obtain a Free Acrobat Reader program that enables them to view the contents of any PDF File. The Free Reader can be downloaded from the Adobe site at http://www.adobe.com .

Purchase Invoice

A Purchase Invoice records details of a purchase from a Creditor/Supplier. These details include address information, date created, a unique Invoice number, a batch number, the amount and currency charged, the tax, and the invoice type.

Purchase Order

A Purchase Order records details of a proposed Creditor/Supplier purchase. These details include address information, date created, the amount and currency payable including tax amount, and the purchase order type.

Quarantine Register

The Quarantine Register is a module in Moveware which contains a list of all items marked for quarantine treatment.

Removal Plan

Another name for a Job.
A Job stores information that is relevant to a move including the customer contacts, collection and delivery addresses, dates, packing materials, access information, charges and a record of customer contact. A unique Job number is generated by Moveware to reference the Job from lead creation to invoicing. Once this information is entered, it is used in the system throughout the whole moving process.

Removal Product

A charge added to a Job. Rates for Removal Products may be configured and updated. Removal Products are also known as Job Products.

Review

Questions related to the move that display in the Review tab of the Jobs module. They can be internal or external questions. These question can appear on documentation, emails, MoveSurvery, MoveCrew, MoveClient and /or MovePartner.

Trial Balance

A Trial Balance is a snapshot of account positions. If the journal entries are error-free and were posted properly to the general ledger, the total of all of the debit balances should equal the total of all of the credit balances.

Transaction Journal

See Journal.

Waybill

A Waybill is a shipping document containing shipping instructions, removal and inventory details and origin and destination agents. Waybills are also known as Manifests.