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• Out of Date Articles.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 today's date - this date must NOT be changed (this allows us to see how long an article has been waiting to be completed).

Titles should be in lower case (except for the first letter, any Platinum options and any trade names). The article should sit in this section until it has been approved, it is then moved the 'Title Confirmed' section below, before allocation.

• '03/10/2019' - How do I email multiple images? - PS

• '07/02/2020' - How do I post payments from finance companies? - KK

• '16/02/2020' - How do I authorise and make bulk supplier payments? - KK (assuming you are not removing the other Automatic Payments option which has its own article) - CWA OK

Suggestions from Programming!

• How do I customise payroll calculations for employees? - CWA OK
• How do I create a prospect using Platinum Online? - CWA OK
• '13/02/2020' - Linux Server Backups - CS - LW OK

Title Confirmed

• '27/09/2018' - How do I record employee time in Personnel Planning? - KK - CWA - Be careful not to duplicate too much with WS Real Time Recording articles. Perhaps update the workshop ones to be more general now?
• '27/09/2018' - How do I amend employee time records? - KK - CWA - This should cover both technicians and employees.

• '05/02/2019' - How do I deal with new unit stocking plans? - KK - CWA OK

• '03/04/2019' - How do I dispatch sales orders via a shipping service? - KK - LW OK.
• '27/04/2019' - How do I post opening balances? - KK - CWA OK
• '30/04/2019' - How do I account for VAT on hire deposits? - KK - CWA OK
• '07/06/2019' - Changing a company status? - KK - Internal Wiki article and external - CWA This needs to be a more general title about what to do when a company has a change of status, i.e. it is sold or converts to Ltd (or back to not Ltd!)
• '11/09/2019' - How do I migrate to Platinum Online V2? - KK - CWA OK - is this still needed?
• '21/11/2019' - How do I deal with fitted items on units? - KK - CWA OK - awaiting mantis job
• '25/11/2019' - How do I create a purchase order in a supplier currency? - KK - CWA OK
• '14/01/2020' - How do I create a company unit record? - KK - CWA OK
• '06/02/2020' - Farm Plan integration details - KK - CWA OK
• '06/02/2020' - How do I set up buying groups? - JKS - CWA OK
• '06/02/2020' - How do I use buying groups? - JKS - CWA OK