Category:Administration
From Catalyst Knowledge Base
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Articles about how to set up and administer Platinum Software.
Pages in category "Administration"
The following 200 pages are in this category, out of 451 total.
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- Can I add shortcuts to Platinum menus?
- Can I allocate unit expenses to purchase invoices?
- Can I change the colours on charts?
- Can I change the heading images?
- Can I display my units on a large screen in my showroom?
- Can I just enter a post code for an address?
- Clearing any unprocessed transactions at a year end
- Configuring your virus protection for use with Platinum
- Creating a new account analysis code
- Creating a new stock analysis code
- Creating a new stock status
- Creating a sales ledger posting
- Creating a unit analysis code
- Creating unit manufacturers
- Creating unit models
- Customising the Planning View in Logistics Management
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- Harley Davidson composite information
- Honda composite information
- How can I centralise my PDF Printouts?
- How can I change how Platinum creates accounts?
- How can I change the wording on my SMS messages?
- How can I convert a contact into an account?
- How can I get a stock valuation at a date?
- How can I get Platinum to suggest alternative parts?
- How can I give discount on stock items?
- How can I hide obsolete stock lines from the stock search?
- How can I pin a Platinum shortcut to my windows taskbar?
- How can I Print to PDF Remotely?
- How can I print V55 documents for my units?
- How can I replace my missing Platinum icons?
- How can I Stop my Mapped Drive from Being Inaccessible?
- How can I Stop the 'Encourage Contact Data' Requests?
- How can I view my P9(T) documents?
- How can I View Statistics for this Part?
- How can I view turnover statistics for an account?
- How can I Warn about Parts Being Sold at a Loss?
- How do I account for a unit written off?
- How do I account for finance commission?
- How do I account for internal items?
- How do I account for retained deposits?
- How do I activate my new Platinum terminal?
- How do I Add a Keyboard Function to a Button?
- How do I Add a Macro to a Button?
- How do I add a new country?
- How do I add a new currency?
- How do I add a new stock attribute?
- How do I add adoption pay?
- How do I add advisories to a unit?
- How do I add extra information to the e-commerce export?
- How do I add finance details to a prospect quotation?
- How do I add header and/or footer text to documents?
- How do I add maternity pay?
- How do I add news to my website?
- How do I add options to a standard menu?
- How do I add or edit a logistics job status?
- How do I Add or Edit Icons for Lists?
- How do I add or edit vehicle cost categories?
- How do I add paternity pay?
- How do I add payment methods to my payment screen?
- How do I add pension company details to my pension letters?
- How do I add sick pay?
- How do I Adjust Batched Stock Lines?
- How do I Adjust Parts Stock Levels after a Theft?
- How do I adjust the centre on a transaction?
- How do I adjust the date on a transaction?
- How do I Alter the Headings on my Logistics 'Select Invoice Items' Page?
- How do I amend an existing user record?
- How do I apply a temporary reduced rate of VAT?
- How do I apply settlement discount for a customer?
- How do I assign a stock number to a non-stock part exchange unit?
- How do I Assign an Email Address to a User?
- How do I assign attachments to an employee?
- How do I assign attributes to a booking?
- How do I assign attributes to a customer or supplier?
- How do I assign attributes to a hire item?
- How do I authorise and make bulk supplier payments?
- How do I authorise Platinum for Making Tax Digital?
- How do I Book in Batched Stock Lines?
- How do I change a pension scheme?
- How do I change a tax code?
- How do I change an employees pay frequency?
- How do I change employee pension contributions?
- How do I change my barcode scanner configuration?
- How do I Change my Company Address Details?
- How do I Change my Job Entry Prompts?
- How Do I Change my Platinum Password?
- How do I change my screen colours?
- How do I Change Prices in Platinum?
- How do I Change the Colours on Logistics Statuses?
- How do I change the customer note prompts?
- How do I Change the Details on a Load?
- How do I change the distance prompt on a fuel cost category?
- How do I Change the Drive Letter of my Backup Device?
- How do I change the fuel prompt on a fuel cost category?
- How do I change the invoiced job status in the workshop?
- How do I change the local currency value of a transaction?
- How do I Change the Prices on a Group of Stock Codes?
- How do I Change the Size of the Text on my Report Results?
- How do I Change the Stock Code Note Prompts?
- How do I change the supplier note prompts?
- How do I Change the Title on my Advice Notes?
- How do I change the Unit Sales note prompts?
- How do I change the units on the mileage field of a unit?
- How do I change the website used for locating addresses?
- How do I Check all my POD's Have Been Scanned Correctly?
- How do I check how many SMS credits I have left?
- How do I check my current financial period?
- How do I check my current financial year?
- How do I Check the Effective Dates of my Parts & Price Files?
- How do I check when I last had a Platinum update?
- How do I choose how to contact a customer through the Retention Centre?
- How do I clear down stock history?
- How do I clear Highlighted Locked Users?
- How do I clear locked users?
- How do I configure a USB barcode scanner for workshop use?
- How do I configure a USB barcode scanner to allocate barcodes?
- How do I configure colours?
- How do I configure emails from my ecommerce website?
- How do I configure my logistics planning?
- How do I configure the order my employees appear?
- How do I configure the Retention Centre?
- How do I configure user access to account properties?
- How do I connect to the Clover device
- How do I control the number of messages the Retention Centre sends?
- How do I Convert Contacts to Accounts?
- How do I Copy Account Pricing from a Customer to Another?
- How do I correct a journal?
- How do I Create a Contact Reason Code?
- How do I Create a Contact Type?
- How do I create a custom Retention Centre action?
- How do I create a department in Platinum Payroll?
- How do I create a landscape print record?
- How do I Create a New Attribute Category?
- How do I create a new print record?
- How do I Create a New Stock Depot?
- How do I create a new Unit Sales finance company?
- How do I create a new vehicle?
- How do I Create a Range of Stock?
- How do I create a sales or purchase centre?
- How do I Create a Standard Message?
- How do I Create a Stock Adjustment Category?
- How do I create a warranty account?
- How do I create an attribute category?
- How do I create an employee in the payroll?
- How do I create an internal account?
- How do I create analysis codes?
- How do I create or edit workshop labour rates?
- How do I create technicians?
- How do I create workshop job types?
- How do I credit a unit purchase invoice?
- How do I credit items sold at a previous V.A.T. rate?
- How do I deactivate a user?
- How do I deal with a stock write down?
- How do I deal with an early return from maternity\paternity leave?
- How do I deal with cycle to work schemes?
- How do I Deal with Debt Chasing?
- How do I deal with dividends in Platinum Payroll?
- How do I deal with purchases from EU countries and V.A.T. reporting?
- How do I deal with redundancy in the payroll?
- How do I deal with service contracts?
- How do I deal with settlement of financed clothing?
- How do I deal with shared parental leave?
- How do I deal with the death of an employee?
- How do I Deal with Tips in Platinum?
- How do I deal with used unit funding?
- How do I Delete a Logistics Job?
- How do I delete a range of stock?
- How do I delete a saved delivery address?
- How do I delete a stock code?
- How do I delete a vehicle cost category?
- How do I Delete Account Pricing from my Accounts?
- How do I delete customer or supplier accounts?
- How do I delete old stock quotations?
- How do I delete spaces from barcodes?
- How do I Display Drivers Mobile Numbers on the Planning Screen?
- How do I edit a Credit after it has been posted?
- How do I edit a Payment after it has been posted?
- How do I edit an existing adoption pay entry?
- How do I edit an existing maternity pay entry?
- How do I edit an existing paternity pay entry?
- How do I edit an Invoice after it has been posted?
- How do I edit my auto enrolment letters?
- How do I edit Sales Prospecting mailshot letters?
- How do I edit unit sales mailshot letters?
