Articles

Use this page to add articles.

• Login to the Knowledge Base and press the [edit] button, add your page name to the list below (order does not matter) in between [[<your page name>]] below.
• Save the page.
• Click on the Red link you have created to start creating your page.
• Follow the rules outlined in the [guide] for how to write your article.

Remember: What you write here becomes live the moment you press [Save]...

Knowledge Base

Articles in Red have yet to be written, articles in Blue have already been written and their entry here can be removed.

• Empty Pages.
• Articles Under Development.
• Out of Date Articles.

Title Suggestion

When an article name is entered here, you must tag the line with todays date - this date must NOT be changed (this allows us to see how long an article has been waiting to be completed).

• The article should sit in this section until it has been approved, it is then moved the 'Title Confirmed' section below, before allocation.

• '13/08/2018' - How do I Record Vehicle Health Checks? - KK (to cover via online & mobile and manually via a vehicle record.
• '21/08/2018' - How do I Post Payments from a Finance Company? - KK
• '21/08/2018' - How do I Post Payments from an Insurance Company? - KK
• '21/08/2018' - How do I Output a Debtors/Creditors List to File? - KK (will need to advise they use a report which is not currently issued as standard)

Suggestions from Programming!

• How do I Customise my Booking Agreement Documents? - CWA OK

Include information about the default agreements SXBH005.EPL & SXBH005VS.XML and which is used in which circumstances.

• How do I Customise Payroll Calculations for Employees? - CWA OK

Title Confirmed

• '02/08/2016' - How do I Set Up Warehouse Charging? - CWA
• '27/10/2017' - Payroll Tax Calendar - KK (this would be a link to PDF files for the current and next tax year - SAGE do this!) - CWA - OK Include explanation of how to use the calendar.

• '17/07/2018' - How do I Enter a Report Range? - CWA OK
• '17/07/2018' - How do I Create a Report Column? - CWA OK
• '18/07/2018' - How do I Uninstall Platinum Data Manager Server? - CWA OK
• '18/07/2018' - How do I Uninstall Platinum Web Daemon? - CWA OK
• '24/07/2018' - How do I Cancel a Customer Booking? - KK (await facility for cancel status?) - CWA OK
• '31/07/2018' - How do I deal with Manufacturer Deposit Contributions? - NS - CWA OK
• '02/08/2018' - How do I Process a Sales Order through Sales Order Dispatch? - SJ - CWA OK
• '07/08/2018' - How do I Set up Service Plans? - TL - CWA Ok