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• Out of Date Articles.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.

• '08/03/2018' - How do I Deal with Betterment? - NS - CWA OK - add the detail in the article & bear in mind that it canbe applied to warranty as well.
• '09/03/2018' - How do I Deal with Duplicate Accounts? - NS - CWA OK - As the process is the same for both customers and suppliers, the title doesn't need it, but add keywords and mention that it is the same process for both. **We already have an article for this with duplicate in the search words: https://www.catalyst-uk-support.com/kb/index.php?title=How_do_I_Supersede_an_Account%3F
• '09/03/2018' - How do I Amend my Aged Periods? - KK - CWA OK - As above, the process is almost identical so keep the article title simple and add keywords.

Suggestions from Programming!

• '15/02/2018' - How do I Ensure my Use of Platinum is Compliant with Data Protection Regulations? - JAM - CWA OK

Title Confirmed

• '02/08/2016' - How do I Set Up Warehouse Charging? - CWA
• '15/04/2016' - How do I Deal with Tips in Platinum? - CWA OK (Include gratuities in the keywords)

• '11/08/2017' - How do I Create a Workshop Job List Report? - KK - CWA OK

• '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.
• '13/12/2017' - How do I Add an Unsubscribe Link to my Bulk Emails (this would let people know how to write this link for their bulk Marketing) - CWA Ok
• '19/01/2018' - What is Free Stock? - KK - links to how to check the value (Orders button, Stock Enquiries, Invoice Review in ST Invoicing) - CWA OK
• '23/01/2018' - How do I Run a Manual Upload to Catalyst Findit? - KK - CWA OK but emphasise fair usage policy... KK written but awaiting a fair use policy to be written
• '02/03/2018' - How do I Add an Invoice manually to a Contract? - NS - CWA OK