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.

Year-End 2013/14

Changes to Platinum's "Payroll" module that allow you to process your end-of-year 2013/14, including:

  • Printed report P60 has been updated for this year's stationary.
  • Printed reports P14 and P35 will no longer be updated as these paper forms are no longer used - all employers will now be submitting Real Time Information (RTI) online (see below).
  • "Monthly Procedures/Reports" -> "Internet Filing of Returns" is ready to support the final EPS for the 2013/14 year.

  • Look out for the 2014/15 Year-Start update coming soon! This will allow you to move on to start processing the new payroll year, including updates to the new system of operating PAYE in real time, aka Real Time Information - or RTI.

Workshop Dashboard

A new option designed to show information in simple graphical form. The focus is to display the ongoing progress of the workshop for the current month and year. In order to provide perspective for the current information, comparison graphs for average and best periods are also displayed.

A range screen is provided for users requiring historic or more specific information by depot, whether you want to include revenue from parts and whether you want to include work done internally to your organisaion. You can also choose how to view the results. Choose from turnover, profit or the number of jobs invoiced.

Platinum Online Reporting

KPI Reporting

Report Generator report output is now available on your mobile devices using Platinum Online alongside the report generator charts already available. This gives you access to your KPI charts and reports wherever you have access to the internet.

Third Party Account Verification

"Workshop Management" "Job Properties" will now validate the "Insurer" or "Warranty account" before allowing you to leave the "Third Party" tab, to prevent invoicing a third party job without filling in the third party account.

Journal Entries

The Journal Entries option has been given the windows look and feel.

For greater ease in entering journals, the previous features of "Double Entry", "Multiple Entry" and "Cashbook Entry" have been combined into one single option.

There are now separate columns for debit and credit amounts.

  • 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.

New Token for Part Exchange Build Year

It is now possible to print the build year for part exchange vehicles on vehicle sales orders, quotations and invoices. This is achieved by adding a parameter to the existing token for sale vehicle build year.

  • Sale Vehicle Build Year
  • Part Exchange Vehicle Build Year
  • See the configurable document format documentation for the full details of the above token(s).

Stock Quotations

Loading a Stock Quotation into "Invoicing and Customer Orders" could fail with a "non numeric data" error.

Order Filter Report

You can now filter the orders shown in "Add/Edit/Process Orders" using an "internal" style report. This will allow you to list orders based on any aspect of the order available to the "Order Processing" "Report Generator".

It is now possible to filter your orders by area (Postcodes etc), account groups, order attributes, account attributes etc.

Warranty Expiry Setting

Parameters have been added to allow you to automatically set a vehicle's warranty expiry date and warranty supplier when it is sold. You can set these on a system wide basis, by manufacturer, or by model; and according to whether the vehicle is new or used.

  • When the invoice is accepted, the system will first check the vehicle's model, then the manufacturer, and finally system parameters, using the first one it finds.

    • System parameters can be found in "Vehicle Sales" -> "Maintenance Options" -> "Parameters" -> "Service/MOT/Warranty Defaults". Here you will also find the units the warranty period is measured in.
    • Manufacturer parameters can be found in "Vehicle Sales" -> "Maintenance Options" -> "Add or Edit Manufacturers", on the "Parameters" tab under "Warranty defaults".
    • Model parameters can be found in "Vehicle Sales" -> "Maintenance Options" -> "Add or Edit Models", on the "New" and "Used" tabs of Model Properties.

Workshop Supersession Checking

Loading a standard job in the workshop will now perform checking for supersessions as it goes; and in addition, checking stock availability will first check for supersessions in stock, to avoid placing unecessary backorders, or where an order does need to be placed it is made for the latest stock.

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  • Platinum Online and Platinum Mobile Signature Capture +

    You can now capture signatures by drawing on the screen and send them to your Platinum system using both Platinum Read More
  • QR Code Printing +

    QR (Quick Response) Codes have been added to Platinum's existing ability to print barcodes in documents and the report generator. Read More
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    It is now possible to enter standard text that appears on all emails sent from Platinum. This is especially useful Read More
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