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.

Windows "look-and-feel" - Adjustments

The "Adjustments" option has been given the Windows "look-and-feel".

Depending on user permission settings, transactions can be adjusted directly from "Transaction History". See How do I set up user Security in Platinum? for more details.

  • 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.

Password-protected PDF files

Platinum built-in PDF support (Windows 10) can now password-protect PDF files which can be useful for emailing sensitive/private documents, etc.

After updating Platinum you will find three new standard print records for use on Windows 10, Windows Server 2016 and above PCs:

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  • 'Print to PDF (password)' - prints the document to a PDF file, shows a "Save As" box to allow you to enter or amend the file name or location to save as, and asks for a password to be used for protecting the PDF file.
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  • 'PDF to email (password)' - prints the document to a PDF file and shows a "Send Email" box attaching the PDF to an email message and allowing you to enter or amend the email message and password to be used for protecting the PDF file before sending. Note: you must have the Catalyst "SXMail" module in order to send an email using this method.
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  • 'PDF to email (password silent)' - as above but sends the email using a standard message without prompting, useful for the Retention Centre for example.

Customers, suppliers, prospects and payroll employees all now have an optional password entry which will be picked up automatically when producing/sending PDF files.

Platinum Online Technician Activity

The "Workshop" -> "Technician Activity" option in Platinum Online v2 has been enhanced with the following:

  • Invoice labour lines are now listed in the "Job Activities" section of a job.
  • Detailed description of a job (lines tagged for 'Jobcard') is now displayed in the "Job Notes" section of a job.
  • The "Job Notes" section now allows almost unlimited notes to be added (6500 characters per paragraph).

Intelligent Shipper

Platinum "Sales Order Processing", "Order Dispatch" now has the ability to submit orders to Intelligent Shipper from Intersoft.

This service allows you to select a carrier for your shipment, such as Royal Mail or Parcel Force, download and print off shipping labels, confirm the order once ready for dispatch, and track it once the carrier has picked it up.

  • In order to take adantage of this feature you will need an account with Intersoft, and arrange with them which carriers you want to use so they are made available to you through their online API.

Unplanned Work

It is now possible to add jobs as unplanned, list unplanned jobs from the workshop diary and to plan these as and when possible.

Workshop jobs are classed as unplanned if either the expected time or an employee are not allocated to a job.

  • If you want to be able to add unplanned work from the workshop diary, you will first need to set "Automatically schedule jobs" to "No" in "Reports & Settings" -> "Maintenance Options" -> "System Administrator" -> "Platinum Settings" to enable this feature.

Geolocations

It is now possible to record the geolocations of activities logged through Platinum Online's "Technician Activity" and "Employee Activity" options.

These geolocations can be viewed using the "Labour Activity Report", "Employee Activity Report" and "Workshop Report Generator".

Extra Account Status Information

The pre-invoice account status check has been improved to include real time information as well as checking the status set on the account. By default this will alert users to invoices outside of trading terms.

  • This real time status check can be configured to use a report generator report if you require a custom status check. Please be aware that there will be a significant time delay each time a report based check takes place.

Employee Activity Report

You can now view and print an overview of logged employee activities using the "Employee Activity Report".

Year-Start 2019/20

Changes to Platinum's "Payroll" module that allow you to start processing the year 2019/20, including:

  • Printed report P11 has been updated for the new tax year.
  • Updated UK PAYE tax rates and bandwidths for 6th April.
  • Updated Scottish PAYE tax rates and bandwidths for 6th April.
  • New: Added Welsh PAYE tax rates and bandwidths for 6th April.
  • Updated Class 1 National Insurance Contributions rates.
  • Updated SSP rates.
  • Updated SMP/SAP/SPP/ShPP rates.
  • Updated Collection of Student Loans "Plan 1" and "Plan 2" thresholds.
  • New:Added Collection of Student Loans "Postgraduate Loans" thresholds and rates.
  • 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 2019/20.
    • Employer Payment Summary (EPS) has been updated for the year 2019/20 (to clarify this, the year is included in the option name).
    • If you have not yet submitted your final EPS for 2018/19 then you can still do this by selecting the "2018/19 Final submission for the year" box, or going to "End of Year Payroll Routines" -> "Employer Payment Summary".
  • For employers who have chosen to opt in to the new system of deducting tax for certain expenses and benefits in kind through the payroll, you must now record details of company car and fuel benefits in the payroll to be included in your Full Payment Submissions (FPS). Platinum's "Payroll" module now supports this. See How do I Record Benefits in Kind? for more information.
  • See Payroll End of Year for more information, including details of changes you must make yourself that are not handled automatically, including:

    • Altering employee tax codes.
    • Increasing Automatic Enrolment pension contributions.

Booking & Hire Report Generator

The Booking & Hire module now has its own "Report Generator".

This will allow you to extract, report on and analyse information pertaining to all aspects of bookings past and present, enhancing your productivity and profitability.

Year-End 2018/19

Changes to Platinum's "Payroll" module that allow you to process your end-of-year 2018/19, including:

  • Printed report P60 has been updated for this year's stationary.
  • "Monthly Procedures/Reports" -> "Internet Filing of Returns" is ready to support the final EPS for the 2018/19 year.

  • See also the 2019/20 Year-Start update. This will allow you to move on to start processing the new payroll year, including updates to the system of operating PAYE in real time, aka Real Time Information - or RTI.
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    The Platinum Online "Prospecting Media Manager" option allows you to add, delete and manage media attached to your prospects. See Read More
  • Windows "look-and-feel" - Adjustments +

    The "Adjustments" option has been given the Windows "look-and-feel". Depending on user permission settings, transactions can be adjusted directly from Read More
  • Password-protected PDF files +

    Platinum built-in PDF support (Windows 10) can now password-protect PDF files which can be useful for emailing sensitive/private documents, etc. Read More
  • Platinum Online Technician Activity +

    The "Workshop" -> "Technician Activity" option in Platinum Online v2 has been enhanced with the following: Invoice labour lines are Read More
  • Intelligent Shipper +

    Platinum "Sales Order Processing", "Order Dispatch" now has the ability to submit orders to Intelligent Shipper from Intersoft. This service Read More
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