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Coins ERP+

A full guide to your ERP+ modules

596 articles

Financial Management

Entering an Invoice with a PO
Background
Contract Sales Videos
Format A (Barclays)
Sectors
What Is the Problem Invoice Workbench?
Problem Invoice Workbench - Setup
Configurable Purchase Order Documents
Write Off Method
Sales Desktop, Company Workbench and Customer Care Desktop
Loading statements automatically
Cost invoices
Posting a Batch
Valuation and Approval Methods
Holding and Approving Invoices
The Invoice Matching tab
Matching the Invoice
Clauses
Granting Plaid access to accounts
General Ledger Allocations
Donation During Invoice Entry Without Affecting VAT (669010)
Repeat Invoices Setup
Stock Group Load
Reverse Charge VAT - Overview
VAT FAQ
Bank Reconciliation
Create BACS
Problem Invoices - Query Types
Importing Order Lines From Excel
Defining Analysis Sets
Cash Book Overview
Setting Up Codes for Analysis Sets
Beginning a Batch of Transactions
Open banking
Invoice Matching – Tolerances
Stock Item Load
Problem Invoice Workbench
Allocating Credit Notes
Batch Input
Creating a New Supplier Account
Requisition Details Frame
Printing
Clearing Missing Tickets
Cost CVR View - Cost Forecast View
eCommerce Invoice Workbench – Load and Pending Screen
Introduction - VAT
VAT Return – Review Status
Creating statements using Plaid
Anonymise PCard Holder Data
CVR Line Aggregation
CVR Spread Bulk Updates
Matching Credit Notes to Orders
Plaid Banking Subscription Keys / HMAC Authentication Keys
Cash Profiles
Cash Book Transaction Entry
Entering Receipts by Invoice Number
Quick Cash Inter-Company Posting
Project Bank Accounts

Payroll

Item Sequences
HMRC Workbench Access - Payroll
Unable to download RPNs - Payroll
Payroll - Can I email P60's and P45's?
Payroll- FPS Submission Error - ...taxable pay cannot be negative [PR257]
Payroll - Ireland - Reporting Taxable lump Sums and Non-taxable on the Payroll Submission
Payroll - All Bucket records in use when posting payroll batch
Payroll -How to change the Payroll name description?
Payroll- Transfer of Employees from One Payroll Frequency to Another
Timesheet Load Error [PR1117]
UK&IR - Payroll - Can I rerun the RTI report
DPS - Tax Code Not Applying - Payroll
UK&IR - Payroll - Processing an Auto Enrolment Pension Opt-Out and Manually refunding Pension Contributions - Payroll
Week 53 Payroll Tax / USC issue - Payroll
Processing Payroll
Payroll Adjustment Batches
Apprenticeship Levy - Overview
Apprenticeship Levy - Zero Employer NI
Apprenticeship Levy - Annual Details for Tax Year
Apprenticeship Levy - PAYE Scheme for Separate Employer
Apprenticeship Levy - HMRC Workbench RTI
Emailing Payroll Documents
Configuring COINS to Email Payroll Documents
Setting Up Employees for Emailing Payroll Documents
Generating Payroll Documents to be Emailed
Employee Auto Numbering - Overview
Employee Auto Numbering - Parameters
Employee Auto Numbering - Format Details
Employee Auto Numbering - Adding an Employee
Employee Auto Numbering - Employee Leaver Status
Employee Auto Numbering - Load Employee Data
Employee Auto Numbering - HR Parameters
Employee Auto Numbering - HR Personnel Workbench
Employee Auto Numbering - PR Renumber Employee
Employee Auto Numbering - Transfer Employees
Employee Maintenance
Employee Maintenance Tabs - Other Tab (Non-US)
Employee Maintenance Tabs - SY Data Fix Upgrade Program
Adding a New Employee
Maintain Employee Pension Schemes
Timesheet Load file format
Post Calculation Cost Load file format
Load Employee Data file format
Post Calculation Cost Distribution Load file format
Contract Specific Cost Heads - Overview
Contract Specific Cost Heads - Configuration
Redacting Sensitive HR and Payroll Fields
Payroll Videos - Payroll Processing
Payroll Videos - Global Setup
Payroll Cycle Status Codes
Retrospective Payroll Costing
Payroll Variation Report
Payroll Variation Report - Company Configuration Various Regions
RTI Report
Full Payment Submission (FPS)
Final Submission for the Year
National Insurance Number Verification Request
Data Provisioning Service (DPS)
UK Pension Auto-enrolment - Pay Calculation
UK Pension Auto-enrolment - Configuration
UK Pension Auto-enrolment - Notifications
UK Pension Auto-enrolment - Opt In
UK Pension Auto-enrolment - Opt Out
UK Pension Auto-enrolment - Reporting
Gender Pay Reports
Ireland Enhanced Reporting Requirements
Ireland Pension Auto-Enrolment - Overview
Ireland Pension Auto-Enrolment - Initial Setup
Ireland Pension Auto-Enrolment - Pay Period Processing
Ireland Pension Auto-Enrolment - Making Corrections
Ireland Pension Auto-Enrolment - Viewing and Managing Data
Ireland Pension Auto-Enrolment - Starting a New Period, Deleting Old Employee Data, and Employee Transfers
Irish Payroll Year End Processing - At Year End
Real Time Information Overview
Employee email address used to send payroll documents
Payroll Configuration - Configurable Payroll Cheques and Payslips

System

COINSAdmin auto patch and rollback
The COINSadmin system
Checking Disk Space on the Server
PASOE Overview
Starting and Stopping the Coins ERP+ Database
Adding a New User to COINS
Changing Environment Color
Creating and Editing Column Sets
License Load
Scheduling a Report
Setting/Restricting a Background Image for All Users
Desktop Creation
Adding Desktop Tiles in Coins ERP+
How to Set Up auditing
Additional User View in Activity Workbench (Workflow)
User views
End a Workflow Task
Enabling Desktop for a User
Batch Security in Coins ERP+
Coins ERP+ Global search
Verifying a Fix has been loaded
Terminology
Creating Report Pack reports
How to allow more time for processes to run.
Setting up Single Sign On (SSO)
Support - Technical Help
Support - Assume User ID
Support - Troubleshooting network problems (Ping test)
PC Software Requirements for Coins ERP+ - Overview
PC Software Requirements for Coins ERP+ - Making Coins ERP+ a Local Intranet Site
PC Software Requirements for Coins ERP+ - Setting Internet Explorer to Allow ActiveX Controls
PC Software Requirements for Coins ERP+ - Setting Internet Explorer to Allow Execution of JavaScript
PC Software Requirements for Coins ERP+ - Troubleshooting Internet Explorer Settings
Changing System Configuration
Security - Login
Security - Login - Changing Coins ERP+ Passwords
Security - Login - Password Security
Security - Two-Factor Authentication
Security - Two-Factor Authentication - Parameters
Security - Two-Factor Authentication - User Maintenance
Security - Two-Factor Authentication - Password Hash
Security - Two-Factor Authentication - User authentication
Security - Two-Factor Authentication - Expired password
Security - Two-Factor Authentication - Reset Password
Security - Two-Factor Authentication - SYSAdmin Login
Security - Two-Factor Authentication - Enabling the OpenEdge Alternate Number Generator
Security - Single Sign-On - Single Sign-On using Microsoft
Security - Single Sign-On - Logout
Security - Single Sign-On - Logout Page
Security - Single Sign-On - Configuring AAD
Security - Single Sign-On - Setting Up AAD Single Sign-On
AAD Code Grant
Security - Single Sign-On - Azure Active Directory Login
Setting Up AAD Login
Security - IP Address Alerts
Security - External Users
Security - External Users - Configuring External User Security
Security - Anti-Malware Protection
Security - Google reCAPTCHA
Security - Google reCaptcha v3 Integration – Configuration
Security - Google reCaptcha v3 Integration – Cautions
Security - Google reCaptcha v3 Integration – Reporting
Security - Google reCaptcha v3 Integration – Login Errors
Security - Function Access Security
Security - Batch and Print Security
Security - Delegated Security
Video - Creating a new user
Coins ERP+ System guide
System Vault
System Status tab
Analysis Sets
Access to Desktops
Account and Contract Security
Adding Formatting to a Document Field
Coins ERP+ Menus
COINS REST-User Defined Page
Keyboard shortcuts
Azure Active Directory Login
COINS Construction Marketplace
Super Administrator
Contract Security
Security - Login - Configuring Coins ERP+ login
Set Up Rebates Types
Coins ERP+ user guide
Overview of CIS
Can-Do Lists
Configuring AAD
Colour Palettes
Loading a Licence in Coins ERP+
How to Interact with the Coins Financial Controller Copilot Skill
Selecting Records
Entity Maintenance
Filters
Fixes Enquiry
Activity Workbench – Different Views
Logging in to Coins ERP+
The Coins ERP+ Database
Changing Colours and Styles
Changing Environment Colour- v12.03 & earlier
Code Editors
COINS REST-User Defined Page - Functions
Setting Up a Generic Mail Merge
Logos
Auto-Assign a Service Order Back to a Technician
Email Template for Service Reports
Generate Service Order Mileage Costs
Invoice Form Default by Service Order Type
Non-Service Order Time Block Labour Stages
Non-Service Order Time Block Schedule
S-Curve Automated Spreading
Service Management Visit Location Union Defaults
Service Order Manual Percent Complete Effective Date
Service Order TOS Agreement Billing Comments
Service Quotes
Inline Manual Setup
Menu Tree Maintenance
CVR Data Storage
Parameters UK & Ireland