KEYPrime web help: reviewer guide

This is a first web version of the KEYPrime help, converted from the five .chm help files that ship with KEYPrime. Thank you for reviewing it. Your review decides what changes next, so comments on content are more useful than comments on layout.

Opening it

  1. Unzip the whole folder anywhere, for example to your Desktop. Keep the files together.
  2. Open index.html in Chrome or Edge.
  3. Pick a help file. Each one has Contents, Index and Search tabs on the left.

Nothing is installed and nothing connects to the internet.

What has changed from the .chm help

What to review first: the ten rewritten topics

Please check that each one is still accurate and complete, and easier to use than before.

HelpTopic
AccountsPurchase Invoices
AccountsTrader Ledgers
AccountsFull Stocks
AccountsWhat to Pay
AccountsSetup Defaults
AccountsProfit & Loss, Cashflow, Income & Expenditure reports
AccountsGeofolia Link
AccountsMain Menu
PropertyWorks Manager
PropertyMetering

Questions only someone who knows KEYPrime can answer

The original help contradicts itself, or looks out of date, in these places. They have been kept as written. Please tell us the correct version.

TopicQuestion
Geofolia LinkIt gives an acre as 4096 m². An acre is about 4,047 m². Is the figure wrong, or does Geofolia use 4096?
Geofolia LinkThe product-import example says to note cell F17, then uses C95. Which is right?
Geofolia LinkIs the export file a .csv or a text file?
Full StocksIt says Full Stocks is "not available in KEYPrime Accounts", only in KEYPrime Advanced. Is that still true?
Full StocksThe Stock Usage screen describes valuation methods, but it has no Method field. Is that text out of date?
Setup DefaultsThe VAT under/over-declaration limit is quoted "as from July 2008" (£10,000 or 1% of turnover, maximum £50,000). Is it still current?
Setup DefaultsThe stationery path is given as C:\Users\AllUsers\… Is that correct?
MeteringThe charge types are named "Consumption, Days, Standing Charge" in one place and "Consumption, Daily Standing, Fixed Standing" in another. Which names are on screen?
Works ManagerAre blocked contractors blocked "after" the block date, or "on or after" it? Both are stated.
Works ManagerIs the follow-up option called "Automatically create follow up on completion" or "Create Follow up on save"?
What to PayPostponed lists are described for cheque, direct debit and electronic payments. Is there one for credit card too?
Purchase InvoicesIs the item line form's field called "Details" or "Description"? Where does the Net field come from?
Trader LedgersDoes "Is Supplier / Is Customer" restrict reporting? The next sentence says all transactions still show.
Trader LedgersDD Authorisation says "collect payment by Direct Credit". Should that be Direct Debit?
P&L reportsCan Show Last Year be used on Progress reports? The topic says yes in one place and limits it in another.

One decision for KEYPrime Intro

37 KEYPrime Intro topics still have their own copy, separate from the Accounts topic of the same name, because the two copies differ. Examples are Year End, Bank Reconciliation, Tools and Users. Often the Accounts copy is longer. Do the extra parts apply to Intro users? If they do, Intro can show the Accounts topic. If not, Intro keeps its own copy.

Not part of this review

Sending your comments

For each comment, give the help file and the topic title shown at the top of the page, then what is wrong or unclear. Copying the address from the browser bar also works, because it names the topic. A short email or a marked-up list is fine.