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.

Logistics Customer Delivery Confirmation

It is now possible to automatically produce a report to confirm to the client that their goods have been delivered.

In order to use this feature is is necessary to set the status for delivered jobs in the logistics parameters option.

  • Delivery confirmations are pre-configured to be sent in e-mail format. It is possible to vary the information sent or even the method by which it is sent by report configuration.

Printing Lists

  • Every "list view" in Platinum can now be printed.

This means that whenever you find yourself at a list of information in columns with headings, such as the "CRM" or the new "Nominal Review" option, you can press "Ctrl+P", click the printer icon in the toolbar or select the "Print..." option in the "Options" menu on the main window. This allows you to provide a heading and then print the report.

Prospect Potential Part Exchanges

Users of the Platinum "Vehicle Sales" module can now store details of vehicles owned by prospects that they are considering offering in part exchange, and when the time comes to prepare the deal in "Vehicle Sales", load the relevant vehicle or vehicles without having to rekey already entered information.

Manually Added Vehicle Expenses

Expenses added manually from "Vehicle Properties" may now be designated as either 'Expected' or 'Actual', allowing you to account for anticipated expenses, adjust to the correct value when they arrive, or chase them up if they don't.

Goods Received Quantity Check

The "Goods Received" option will now warn you and ask for confirmation if the quantity you are receiving exceeds that on the original order.

Journal Review - Date Ordering

The journal review now lists all journals in date order giving a true chronological cululative balance.

Direct Earnings Attachments

The "Payroll" module now has built-in support for Direct Earnings Attachments. This is a new type of earnings attachment with a table of rates to deduct depending on the level of nett earnings, and new protected-earnings rules.

  • 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.

Journal Review - Overhaul

The features of the "Nominal Centre Preview" and "Nominal History" options have been combined into one option called "Nominal Review" which has also been given the windows look and feel.

In additon, powerful features have been added such as being able to drill down to view the transaction, vehicle, workshop job, order and stock item the nominal transaction is linked to; allowing you to easily account for each movement.

  • It is now possible to edit manually entered journals that are inside the current period.
  • 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.

Trial Balance - Windows look-and-feel

The "Trial Balance" option been given the windows look and feel.

From the "Trial Balance", you can now use the new "Nominal Review" to look at each transaction in detail for a centre in the current period.

  • 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.

Diary Enhancements

  • Several improvements have been made to the "Diary Entries" option.

    • It is now possible to give appointments a security level. A user may only edit appointments if his security clearance is greater than the security level of the appointment.
    • The Repeating Appointments feature has been given more flexibility and it is now possible to set up an appointment as repeating when entering a new appointment.
    • Commonly used searches have been given toolbar buttons so they can be performed quickly.

Year-Start 2014/15

Changes to Platinum's "Payroll" module that allow you to start processing the year 2014/15, including:

  • Printed reports P11 and P32 have been updated for the new tax year.
  • Updated PAYE tax rates for 6th April.
  • If you have an always-on Internet connection then any updates to the PAYE tax rates through the year will be downloaded automatically.
  • Updated SSP rates (including the abolision of the Percentage Threshold Scheme).
  • Updated SMP/OSPP/ASPP/SAP rates.
  • Updated Collection of Student Loans threshold.
  • Updated Class 1 National Insurance Contributions rates.
  • Employment Allowance support added. See How do I Claim Employment Allowance?.
  • 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 2014/15. This includes a new "Late Reason" pop up if sending your FPS after pay day.
    • Employer Payment Summary (EPS), in "Monthly Procedures/Reports" -> "Internet Filing of Returns", has been updated for the year 2014/15 (to clarify this, the year is now included in the option name).
    • If you have not yet submitted your final EPS for 2013/14 then you can still do this by selecting the "2013/14 Final submission for the year" box, or going to "Yearly Procedures/Reports" -> "Internet Filing of Returns".

Coming soon: Automatic Enrolment

We know that at some point this year many of our employers will have to automatically enrol their staff into a workplace pension. There will be a further Platinum update shortly that will help you:

  • Assess your workforce.
  • Use postponement.
  • Calculate pension contributions.
  • Handle opt-in and joining.
  • Handle opt outs and refunds.
  • Generate letters to your staff.
  • Keep records and provide reports.
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