Payments/Receipts - Windows look-and-feel
- Details
- Published: Friday, 04 April 2014 15:21
The "Payments" and "Receipts" options have been given the Windows look-and-feel facelift.
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- As this part of Platinum has been given the Windows look-and-feel the Home (on-line help) and End (functions) keys now work the way Windows uses them (i.e. Home goes to the beginning of whatever you are accepting and End goes to the end) so you should use the alternative help keys listed below:
- The F11 key should be used for the on-line help.
- The F12 key or the "Functions" menu should be used to access the function keys available.
- Buttons have been given a shortcut key (F?) for use in Macros and anyone not wanting to use the mouse.
- Windows may be repositioned and changed in size - these changes will be remembered from one Platinum session to another.
- The columns in lists can be moved or resized by dragging the heading for the column you wish to configure - these changes will be remembered from one Platinum session to another.
- Any tabs can be moved by dragging the heading for the tab to the new position - this new position will be remembered from one Platinum session to another.
Journal Review - Overhaul
- Details
- Published: Friday, 04 April 2014 12:42
The features of the "Nominal Centre Preview" and "Nominal History" options have been combined into one option called "Nominal Review" which has also been given the windows look and feel.
In additon, powerful features have been added such as being able to drill down to view the transaction, vehicle, workshop job, order and stock item the nominal transaction is linked to; allowing you to easily account for each movement.
- It is now possible to edit manually entered journals that are inside the current period.
- As this part of Platinum has been given the Windows look-and-feel the Home (on-line help) and End (functions) keys now work the way Windows uses them (i.e. Home goes to the beginning of whatever you are accepting and End goes to the end) so you should use the alternative help keys listed below:
- The F11 key should be used for the on-line help.
- The F12 key or the "Functions" menu should be used to access the function keys available.
- Buttons have been given a shortcut key (F?) for use in Macros and anyone not wanting to use the mouse.
- Windows may be repositioned and changed in size - these changes will be remembered from one Platinum session to another.
- The columns in lists can be moved or resized by dragging the heading for the column you wish to configure - these changes will be remembered from one Platinum session to another.
- Any tabs can be moved by dragging the heading for the tab to the new position - this new position will be remembered from one Platinum session to another.
Trial Balance - Windows look-and-feel
- Details
- Published: Friday, 04 April 2014 12:42
The "Trial Balance" option been given the windows look and feel.
From the "Trial Balance", you can now use the new "Nominal Review" to look at each transaction in detail for a centre in the current period.- As this part of Platinum has been given the Windows look-and-feel the Home (on-line help) and End (functions) keys now work the way Windows uses them (i.e. Home goes to the beginning of whatever you are accepting and End goes to the end) so you should use the alternative help keys listed below:
- The F11 key should be used for the on-line help.
- The F12 key or the "Functions" menu should be used to access the function keys available.
- Buttons have been given a shortcut key (F?) for use in Macros and anyone not wanting to use the mouse.
- Windows may be repositioned and changed in size - these changes will be remembered from one Platinum session to another.
- The columns in lists can be moved or resized by dragging the heading for the column you wish to configure - these changes will be remembered from one Platinum session to another.
- Any tabs can be moved by dragging the heading for the tab to the new position - this new position will be remembered from one Platinum session to another.
Diary Enhancements
- Details
- Published: Thursday, 03 April 2014 17:54
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Several improvements have been made to the "Diary Entries" option.
- It is now possible to give appointments a security level. A user may only edit appointments if his security clearance is greater than the security level of the appointment.
- The Repeating Appointments feature has been given more flexibility and it is now possible to set up an appointment as repeating when entering a new appointment.
- Commonly used searches have been given toolbar buttons so they can be performed quickly.
Year-Start 2014/15
- Details
- Published: Wednesday, 26 March 2014 17:03
Changes to Platinum's "Payroll" module that allow you to start processing the year 2014/15, including:
- Printed reports P11 and P32 have been updated for the new tax year.
- Updated PAYE tax rates for 6th April.
- If you have an always-on Internet connection then any updates to the PAYE tax rates through the year will be downloaded automatically.
- Updated SSP rates (including the abolision of the Percentage Threshold Scheme).
- Updated SMP/OSPP/ASPP/SAP rates.
- Updated Collection of Student Loans threshold.
- Updated Class 1 National Insurance Contributions rates.
- Employment Allowance support added. See How do I Claim Employment Allowance?.
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Operating PAYE in real time, aka Real Time Information - or RTI:
- Full Payment Submission (FPS), which happens automatically when you close off a period, has been updated for the year 2014/15. This includes a new "Late Reason" pop up if sending your FPS after pay day.
- Employer Payment Summary (EPS), in "Monthly Procedures/Reports" -> "Internet Filing of Returns", has been updated for the year 2014/15 (to clarify this, the year is now included in the option name).
- If you have not yet submitted your final EPS for 2013/14 then you can still do this by selecting the "2013/14 Final submission for the year" box, or going to "Yearly Procedures/Reports" -> "Internet Filing of Returns".
- See Payroll End of Year for more details.
Coming soon: Automatic Enrolment
We know that at some point this year many of our employers will have to automatically enrol their staff into a workplace pension. There will be a further Platinum update shortly that will help you:
- Assess your workforce.
- Use postponement.
- Calculate pension contributions.
- Handle opt-in and joining.
- Handle opt outs and refunds.
- Generate letters to your staff.
- Keep records and provide reports.
- Look out for the release announcement in Platinum Updates news.
Year-End 2013/14
- Details
- Published: Wednesday, 26 March 2014 16:04
Changes to Platinum's "Payroll" module that allow you to process your end-of-year 2013/14, including:
- Printed report P60 has been updated for this year's stationary.
- Printed reports P14 and P35 will no longer be updated as these paper forms are no longer used - all employers will now be submitting Real Time Information (RTI) online (see below).
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"Monthly Procedures/Reports" -> "Internet Filing of Returns" is ready to support the final EPS for the 2013/14 year.
- Look out for the 2014/15 Year-Start update coming soon! This will allow you to move on to start processing the new payroll year, including updates to the new system of operating PAYE in real time, aka Real Time Information - or RTI.
- See Payroll End of Year for more details.
Customer/Supplier Relationship Manager
- Details
- Published: Wednesday, 26 March 2014 14:02
Extra notes are now dislayed to the right of the contact notes for users with wide screen displays.
Workshop Dashboard
- Details
- Published: Monday, 24 March 2014 15:32
A new option designed to show information in simple graphical form. The focus is to display the ongoing progress of the workshop for the current month and year. In order to provide perspective for the current information, comparison graphs for average and best periods are also displayed.
A range screen is provided for users requiring historic or more specific information by depot, whether you want to include revenue from parts and whether you want to include work done internally to your organisaion. You can also choose how to view the results. Choose from turnover, profit or the number of jobs invoiced.
Platinum Online Reporting
- Details
- Published: Thursday, 27 February 2014 11:02
KPI Reporting
Report Generator report output is now available on your mobile devices using Platinum Online alongside the report generator charts already available. This gives you access to your KPI charts and reports wherever you have access to the internet.
- Any reports that match the criteria are automatically added to your online menus. See Why is my Report not Working on Platinum Online? for a list of the criteria.
- See our Knowledge Base to connect to your Platinum Online.
Third Party Account Verification
- Details
- Published: Friday, 21 February 2014 10:11
"Workshop Management" "Job Properties" will now validate the "Insurer" or "Warranty account" before allowing you to leave the "Third Party" tab, to prevent invoicing a third party job without filling in the third party account.
Platinum Online Logistics PODs
- Details
- Published: Tuesday, 18 February 2014 17:20
Similar to the other "Image Manager" options in Platinum Online, we have added "Logistics POD Manager", which is for use by your drivers so that they can view their upcoming jobs and upload images of proof of delivery while out on the road.
- See How do my Drivers Connect to Platinum Online? for more details.
- See our Knowledge Base to connect to your Platinum Online.
Journal Entries
- Details
- Published: Tuesday, 18 February 2014 15:04
The Journal Entries option has been given the windows look and feel.
For greater ease in entering journals, the previous features of "Double Entry", "Multiple Entry" and "Cashbook Entry" have been combined into one single option.
There are now separate columns for debit and credit amounts.
- As this part of Platinum has been given the Windows look-and-feel the Home (on-line help) and End (functions) keys now work the way Windows uses them (i.e. Home goes to the beginning of whatever you are accepting and End goes to the end) so you should use the alternative help keys listed below:
- The F11 key should be used for the on-line help.
- The F12 key or the "Functions" menu should be used to access the function keys available.
- Buttons have been given a shortcut key (F?) for use in Macros and anyone not wanting to use the mouse.
- Windows may be repositioned and changed in size - these changes will be remembered from one Platinum session to another.
- The columns in lists can be moved or resized by dragging the heading for the column you wish to configure - these changes will be remembered from one Platinum session to another.
- Any tabs can be moved by dragging the heading for the tab to the new position - this new position will be remembered from one Platinum session to another.