PlainSail User Guides

Here are some PlainSail user guides and training handouts, mostly in PDF format. We will be increasing and improving our documentation soon, as well as converting it fully to web (HTML) format.

Did you know you can use the F1 key in PlainSail to display the Help panel? From there you can add your own screen notes plus link to your own procedure documents; these are context-sensitive so you can have different notes and documents for each PlainSail screen.

General Introductions

The Essentials - Handout

Dashboards and Entities Handout

Financials and Bookkeeping

Accounting and Reporting Handout

Exchange Rates Management and Usage

Bank Reconciliation

Financial Reporting

Stock Options User Guide

Billing

Practice Management Handout

Billing process

Billing WIP approval

Billing - updating invoice layout

Timesheet changes

Document Management

Document Management

Documents User Guide

Inventories and Workflows

Standard Inventories

Creating Inventories

Workflow User Guide

Tax Reporting

Our Fatca/Crs module is currently at Beta level and so is the documentation. You will find some gaps and 'todo's.

Fatca/Crs User Guide

The two documents below are the official Fatca and Crs user guides from the issuing authorities. They contain technical information you can use to reference the allowed values and meanings of some fields in the submissions.

Official Fatca User Guide

Official Crs User Guide

Miscellaneous

Creating PropertyBags

Entity Permissions