Category:Administration
From Catalyst
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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- How do I Get my Logo onto Printed Documents?
- How do I get my PC's Platinum terminal ID?
- How do I get the text on my Labels to Fit?
- How do I Highlight Priority Customers?
- How do I import a report generator template?
- How do I import stock into Shopify?
- How do I install the HMRC Unit Sales reports?
- How do I install the Polaris Inventory Management Reports?
- How do I Know if a Customer has a Balance on their Account?
- How do I make a Customer Exempt of VAT?
- How do I make a purchase ledger posting with multiple centres?
- How do I make a sales ledger posting with multiple centres?
- How do I make a technician leave?
- How do I make a termination award payment to an employee in Platinum Payroll?
- How do I Make Job Planning Refresh Automatically?
- How do I make my Retention Centre letters show my site address?
- How do I Make my VAT Number Appear on Invoices?
- How do I Make the Entry of Contact Details Mandatory?
- How do I mark a stock item as historic?
- How do I Open a Platinum Exported File in Excel?
- How do I pay finance settlement on a unit purchase?
- How do I Post a Document Extension?
- How do I post expenses against a unit?
- How do I prepare for automatic enrolment?
- How do I prevent specific jobs appearing in Platinum Online?
- How do I Print a Chart?
- How do I print a Customer Statement?
- How do I Print a List of all my Unreceived Purchase Orders
- How do I Print a List of Customers/Suppliers?
- How do I Print a Profit & Loss for the Year?
- How do I Print a Stock Price List?
- How do I Print a Sub Contractor Confirmation?
- How do I Print Account Pricing Information?
- How do I print address labels?
- How do I print an individual payslip?
- How do I print and email a PDF?
- How do I print employee details?
- How do I Print my Rate Tables?
- How do I print to the Windows default printer?
- How do I process a year end?
- How do I produce the Ignored Documents report?
- How do I produce two copies?
- How do I put a customer on stop?
- How do I put a customer\supplier invoice on hold?
- How do I put an employee on emergency tax?
- How do I re-authorise Platinum for MTD VAT submissions?
- How do I Reactivate a User?
- How do I receive stock by barcode?
- How do I reconcile foreign currency accounts?
- How do I Record a Lost Sale in Stock Control?
- How do I record benefits in kind?
- How do I remove a maternity pay entry?
- How do I remove a paternity pay entry?
- How do I remove a payroll period?
- How do I remove a user?
- How do I remove a vehicle from my current vehicles list?
- How do I remove an adoption pay entry?
- How do I remove stock associations?
- How do I Report on Held Documents?
- How do I reprint a part exchange purchase invoice?
- How do I reprint an invoice?
- How do I reprint an old payslip?
- How do I restrict the dates with which a user can log in?
- How do I Retrieve a Pro-Forma Invoice in Invoicing and Customer Orders?
- How do I retrieve a stock quotation?
- How do I roll back my VAT period?
- How do I run a payroll period?
- How do I run the VAT 100 report?
- How do I Schedule a Platinum Macro?
- How do I Search for a Nominal Centre?
- How do I see a list of all purchased units for a date?
- How do I see a list of new\used units in stock?
- How do I see all costs allocated to sold units?
- How do I see the chart data?
- How do I see the Details of my Outstanding Sales Orders?
- How do I select different Windows printers?
- How do I Sell Batched Stock Lines?
- How do I send a printout to a file?
- How do I Send Debt Chasing Letters?
- How do I send MOT reminders from the workshop?
- How do I Set a Credit Limit for a Customer?
- How do I set a default amount of holiday for employees?
- How do I set a program always to print to a specific print record?
- How do I set a unit cost category as a workshop expense?
- How do I set a vehicle cost category as fuel?
- How do I Set Account Pricing for a Customer?
- How do I set an employee's working hours?
- How do I Set Maximum and Reorder levels on Stock?
- How do I set my company HMRC details?
- How do I set or change my Platinum Online Password?
- How do I set qualifying days for sick pay?
- How do I Set Specific Printers for my Machine?
- How do I set the auto log off time
- How do I set up a child support attachment?
- How do I set up a courtesy\loan unit?
- How do I set up a direct earnings attachment?
- How do I set up a holiday credit scheme?
- How do I set up a new user?
- How do I set up a new vehicle cost category?
- How do I set up a pension scheme in Platinum Payroll?
- How do I Set Up Additional Sites?
- How do I set up currency translation?
- How do I set up customer/supplier attributes?
- How do I set up employee payment defaults?
- How do I set up Internet Explorer to show stock details in YPEC?
- How do I set up Mandatory Attributes?
- How do I set up payroll adjustments?
- How do I set up payroll attachments?
- How do I set up Platinum for Making Tax Digital?
- How do I Set up Platinum for Online HMRC V.A.T. Submission?
- How do I set up platinum for online P45 submissions?
- How do I set up Platinum shortcuts on a new PC?
- How do I Set up Price Codes?
- How do I Set Up User Security in Platinum?
- How Do I Setup a new Printer?
- How do I setup a new printer?
- How do I setup printing to PDF?
- How do I show freight and shipping charges on an invoice?
- How do I show payment terms on documents?
- How do I start Platinum with a specific module or menu?
- How do I Stop a Blank Label Printing Between Each Label?
- How do I stop PDI's from appearing in the Retention Centre?
- How do I Stop Platinum Icons from Losing Their Image?
- How do I stop the date input warning at login?
- How do I Submit Pictures to be used on the Login Screen?
- How do I take a payment on a credit card?
- How do I take a unit deposit without a sales order?
- How do I Unlock My Logistics Jobs?
- How do I Update my Windows Certificate for CommsXL?
- How do I upload items to eBay?
- How do I Use the UK Changes Data Cleanse system?
- How do I View a Scanned Image of a Purchase Document?
- How do I view an amount in a different currency?
- How do I view archived transactions?
- How do I view customers by account status?
- How do I View or Amend my Stock Optimisation Settings?
- How do I View the Outstanding Balance on a Nominal Centre?
- How do I view unit profit?
- How do I write down the value of a unit?
- How do I Write my Own Reorder Formula?
- How Many Customers do I have on my System?
- How Many Suppliers Do I Have on My System?
- How Should I Deal with Microsoft Windows Updates?
- How should I Maintain my UPS?
- How to amend your payroll tax bands
- How to configure government payroll settings
- How to deal with employees paid "in Lieu"
- How to deal with sales to EU countries and V.A.T. reporting
- How to I Create a Stock Adjustment Category?
- How to process a month end
- How to Use your Platinum Invoice Header/Footer in Word
P
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- Sage Integration Details
- Scanning and Importing PODs into Platinum
- Securing Bank Details
- Selling parts over the counter
- Setting mandatory fields in Logistics Management
- Setting up an account status
- Setting up Machines For Platinum Use
- Setting up the Platinum backup program
- Shadow supplier default settings - group
- Software Development
- Suzuki composite information