Electronic Program Updates

As a user of our software you are probably entitled to update it to the latest version at any time, the only proviso being that the software is covered by current software maintenance. To have current maintenance, the software should be within it’s original cover period from sale (usually a year), under maintenance contract or under a rental agreement.

  • We are continually refining and developing our software. Updates can be done on as much as a daily basis. We don't 'hold back' software for specific release dates - our software is released as and when it has been written and tested.

Click here for instructions on how to install your program update.

  • Keep up to date with the latest software changes with our news.

Exporting Lists - Tagged Rows

When exporting lists with the option for tagged items, you can now select if you wish to export "All", "Tagged" or "Untagged" items from the list.

Account User Security

It is now possible to give each user the security to edit or view each tab in "Customer Properties" and "Supplier Properties".

  • Platinum user settings can be found and set in "Reports & Settings" -> "Maintenance Options" -> "System Administrator" -> "Add or Edit Users". Depending on how your software is configured you may require "System Administrator" status to access this option.

Unit User Security

The unit user security settings have been expanded to include security for each tab in "Unit Properties".

  • Platinum user settings can be found and set in "Reports & Settings" -> "Maintenance Options" -> "System Administrator" -> "Add or Edit Users". Depending on how your software is configured you may require "System Administrator" status to access this option.

Process eBay Orders in Foreign Currencies

It is now possible to process eBay orders that have been placed with a different currency to the system base currency in the system base currency itself. To use this feature you will need to enter the exchange rates for all of the currencies you may receive from eBay, which can be done by following the instructions at How do I set up currency translation?.

  • Your exchange rates can be found within "Add or Edit Currencies" and "Update Exchange Rates".
  • Platinum settings can be found and set in "Reports & Settings" -> "Maintenance Options" -> "System Administrator" -> "Platinum Settings". Depending on how your software is configured you may require "System Administrator" status to access this option.

Cancelled Customer Bookings

It is now possible to cancel customer bookings that have been invoiced. In these cases, a credit document will be produced.

Reordering Summary and Confirmation

A summary of reorder level changes is now available from the changes review list.

A confirmation has been added before updating stocking levels.

Unallocated Jobs Review

The list of unallocated jobs now has a configurable column. Information in this column is derived from an internal report and can thus be configured if required.

  • By default the report used returns the post code of the keeper. You can if required return other information by creating your own internal report in the "Reports & Settings" report generator.

Transaction Reference

A new transaction property has been added to "Ledger Postings" for the Purchase, and Sales, ledgers, allowing you to associate a free type reference to transactions of up to thirty characters.

The main purpose of this field is to accomodate document numbers from suppliers who might use a number larger than the standard eight characters of document numbers in Platinum, but it may be used for any relevant information you want to record.

The document reference may be printed on statements and remittances, output by the "Report Generator" and imported by the "Data Import", as well as being searchable in "Document Search".

Variables

T54
  • Document reference
  • See our Knowledge Base for the full details of the above report generator variables(s).
TR54
  • Document reference
  • See our Knowledge Base for the full details of the above data import variables(s).

Feature, Status and Category Blocking

It is now possible to block features, categories, statuses and other short codes used within Platinum. This is important as deleting standard features results in them being replaced when the software is updated. Blocking by contrast hides these features preventing them from view and use providing a less cluttered user experience.

Ledger Postings Media

It is now possible to view the list of media attached to the customer or supplier in the "Ledger Postings" option. You may choose one or more of the media items from the list to assign and move to the transaction created when the posting is accepted.

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  • Exporting Lists - Tagged Rows +

    When exporting lists with the option for tagged items, you can now select if you wish to export "All", "Tagged" Read More
  • Account User Security +

    It is now possible to give each user the security to edit or view each tab in "Customer Properties" and Read More
  • Unit User Security +

    The unit user security settings have been expanded to include security for each tab in "Unit Properties". Platinum user settings Read More
  • Process eBay Orders in Foreign Currencies +

    It is now possible to process eBay orders that have been placed with a different currency to the system base Read More
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