The "Add or Edit Sales/Purchase Centres" has been given the windows look and feel.

• The date and time details were last changed are now recorded.
• Centres can now be given general notes.
• Centres can be assigned 'Attributes', these can be set up in "Reports & Settings" -> "Maintenance Options" -> "System Administrator" -> "Platinum Settings" -> "Module Settings" -> "Sales Ledger/Purchase Ledger".
• Centre details can now be duplicated by using the [Duplicate] (Shift+F9) button.

• We have Knowledge Base articles to help you set up your sales and purchase centres.

  • How do I Create a Sales or Purchase Centre?.
  • What is a Sales or Purchase Centre?.

• 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.

The "Add or Edit Users" has been given the windows look and feel.

• The date and time user details were last changed are now recorded.
• The date and time passwords were last changed are now recorded.
• Users can be assigned to a department.
• User details can now be copied by using the [Copy] (Shift+F9) button.

• We have Knowledge Base articles to help you set up your users.

  • How do I set up a New User?
  • How do I set up user Security in Platinum?

• 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.

Two new variables have been added to the "Personnel Planning" Report Generator, allowing you to report on a user's department.

Variables

E10

• Department Code

E11

• Department Description

• See our Knowledge Base for the full details of the above report generator variables(s).

Setting your Platinum and Platinum Online passwords is no longer restricted to the "System Administrator". Individual users can change their passwords from the "Help" -> "About Platinum" -> "Login" menu option.

• New Platinum passwords are now scored against weak passwords (A combination of characters, digits and symbols must be used).

• We have two Knowledge Base articles to help you set your passwords.

  • How do I set or change my Platinum Password?
  • How do I set or change my Platinum Online Password?.

You can now filter appointments in the "Diary" and tasks in the "Tasks Outstanding" by department allowing an overawe of all user's in a department.

• Use the F9 [Advanced] search to filter entries by department.

The "Add or Edit Sites" has been given the windows look and feel.

• 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.

It is now possible to store and amend local currency values for sales, purchase and nominal transactions. The local currency of the account needs to be stored on the account and the feature is available anywhere that the account has been selected throughout the software. As well as the individual transaction values an ongoing rolling balance is stored. The transaction and balance can be marked to reflect that it has been reconciled against third party information.

The feature is accessed from within the existing "Currency Exchange" option accessed either from the "Options" pull down or the quick key Alt+E.

• See How do I Reconcile Foreign Currency Accounts? for more details.

It is now incredibly easy to replicate vehicles by copying a vehicle multiple times. You can enter the unique chassis, VIN and engine numbers for each of the vehicles to be created in a simple tabular form.

This handy tool is intended to aid users dealing in high volumes of similar vehicles and can be accessed from the "Vehicle Search" within the "Vehicle Sales" -> "Add or Edit Vehicles" option.

Platinum now protects against deleting Stock Locations that are currently in use. If you attempt to delete a Location that is in use, you will be presented with the list of places that the Stock Location is currently used.

The pension Automatic Enrolment system in Platinum's "Payroll" module has been updated to deal with three-yearly re-enrolment.

This update will help you to re-assess your workforce on your re-enrolment date and auto-enrol any eligible jobholders that previously opted out.

A new payroll report has been added "Pension Re-declaration Info" to help you fill in your online re-declaration of compliance.

• For more information see How do I Prepare for Automatic Enrolment.