Articles

Use this page to add articles.

• Login to the Knowledge Base and press the [edit] button, add your page name to the list below (order does not matter) in between [[<your page name>]] below.
• Save the page.
• Click on the Red link you have created to start creating your page.
• Follow the rules outlined in the [guide] for how to write your article.

Remember: What you write here becomes live the moment you press [Save]...

Knowledge Base

Articles in Red have yet to be written, articles in Blue have already been written and their entry here can be removed.

• Empty Pages.
• Articles Under Development.
• Out of Date Articles.

Title Suggestion

When an article name is entered here, you must tag the line with todays date - this date must NOT be changed (this allows us to see how long an article has been waiting to be completed).

• The article should sit in this section until it has been approved, it is then moved the 'Title Confirmed' section below, before allocation.

• '28/09/2018' - How do I Print a Stock List? - PS
• '04/10/2018' - How do I Amend Prices on a Rate Table? - KK - CWA - See article for amending rate tables. Does that article just need extra keywords?
• '12/11/2018' - How do I Edit Real Time Labour Times? - NS - CWA OK
• '14/11/2018' - How do I Invoice Multiple Jobcards? - KK - CWA OK
• '21/11/2018' - How do I Print Employee Details? - KK (Payroll) - CWA OK
• '21/11/2018' - Making Tax Digital - KK - CWA OK but please make sure that you liaise with Nigel (see article below)
• '26/11/2018' - How do I Authorise Platinum for Making Tax Digital? - NS - CWA OK but make sure that you liaise with Katy (see article above)
• '27/11/2018' - How do I Create or Amend a Regular Vehicle Costing? - NE

Suggestions relating to new PP Real Time Employee Recording

• '27/09/2018' - How do I Record Employee Time in Personnel Planning? - KK - CWA - Be careful not to duplicate too much with WS Real Time Recording articles. Perhaps update the workshop ones to be more general now?
• '27/09/2018' - How do I Amend Employee Time Records? - KK - CWA - This should cover both technicians and employees.

Suggestions from Programming!

• How do I Customise Payroll Calculations for Employees? - CWA OK

Mantis #11022 - Booking & Hire Pricing

• How do I Customise Pricing in Booking & Hire? - CWA OK
  • How do I Customise Hire Price Rates? - CWA OK
  • How do I Add Seasonality to Hire Prices? - CWA OK
  • How do I Create a Hire Price Plan? - CWA OK
  • How do I Assign a Hire Price Plan to a Hire Item? - CWA OK
  • How do I Create Special Offer Prices in Booking & Hire? - CWA OK

These are all written but need to be reviewed - Jamie

Title Confirmed

• '02/08/2016' - How do I Set Up Warehouse Charging? - CWA

• '27/10/2017' - Payroll Tax Calendar - KK (this would be a link to PDF files for the current and next tax year - SAGE do this!) - CWA - OK Include explanation of how to use the calendar.
• '09/11/2018' - How do I Remove Stock Associations? - KK - CWA OK

• '17/07/2018' - How do I Enter a Report Range? - CWA OK
• '17/07/2018' - How do I Create a Report Column? - CWA OK
• '17/07/2018' - What is a Report Generator Operator? (KK - this is referred to in the How do I Create a Range Filter? article)
• '18/07/2018' - How do I Uninstall Platinum Data Manager Server? - CWA OK
• '18/07/2018' - How do I Uninstall Platinum Web Daemon? - CWA OK
• '31/07/2018' - How do I deal with Manufacturer Deposit Contributions? - NS - CWA OK
• '02/08/2018' - How do I Process a Sales Order through Sales Order Dispatch? - SJ - CWA OK

• '07/08/2018' - How do I Set up Service Plans? - TL - CWA Ok

• '31/08/2018' - How do I change the Local Currency value of a transaction? - NS - CWA OK
• '11/10/2018' - How do I Find my V.A.T. Submission Reports? - NS - CWA OK

• '19/09/2018' - How do I View Archived Transactions? - NT (KK) - CWA OK