Documentation
Help Centre
Everything you need to master PlainSail – from first login to advanced configuration. Browse our comprehensive guides below.
Getting Started
Your starting point for PlainSail. Learn how to navigate the interface, customise your dashboard, manage your profile, find and open entities, understand entity permissions, and master keyboard shortcuts that speed up every task.
Start hereDashboard & Widgets
Your personalised home screen in PlainSail. Customise widgets for tasks, timesheets, billing, documents, workflows, and Outlook integration. Covers the Notification Centre, noticeboard messaging, holiday greetings, and background personalisation.
Read guideEntities & Client View
The central hub for managing every person, company, trust, foundation, and partnership. Covers creating and editing entities, the profile screen with widgets and status indicators, relationships, tasks, bank accounts, safe custody, and the accounting tab.
Read guideDocument Management
Manage the full document lifecycle within PlainSail. Covers uploading, version control, Office Online editing, check-in/check-out, folder structures, document templates, and AI-powered full-text search across your entire document repository.
Read guideBilling & Invoicing
End-to-end billing operations – from time recording and disbursement capture through WIP review, bill production, and invoice dispatch. Includes the WIP approval workflow, purchase ledger, and timesheet configuration.
Read guideAccounting
Full entity accounting – chart of accounts, ledgers, transaction batches, posting & approval, trial balance, bank reconciliation, rate conversions, FX revaluation, year-end closure, period-end locking, financial statements, report builder, scenarios, exchange rates, investments, invoice layout, and reports.
Read guideWorkflow & Approvals
Automate and control business processes with PlainSail's workflow engine. Learn to launch workflows, navigate step anatomy, use the dashboard widget, set up four-eyes approvals, and run the full 11-stage make-payment workflow.
Read guideTax Reporting
Comprehensive FATCA and CRS compliance. Covers initial configuration of relationships, payment ledgers, and classifications, through to creating report records, the six-stage report workflow, XML generation, submission to tax authorities, and post-submission amendments.
Read guideInventories & Configuration
Configure every data-capture surface in the platform. Create inventory templates with custom fields, visibility rules, and validation. Includes the full list of 37+ standard inventories for trust companies, property bags, review point inspection groups, and generic extensions.
Read guideGlobal Info & Compliance
Centralised compliance operations – CDD inventories, workflow management, task actions & export, tax reporting & submissions, screening, digital KYC, JFSC API integration, and cross-module connections across the platform.
Read guideAdministration
System configuration, user management, templates, audit trails, background tasks, health checks, and everything else that keeps PlainSail running smoothly.
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