Overview The following video explains how you can delete a communication log entry in the Leads (Comm Log) screen. Step by step instructions are below the video. Steps Open CRM. Click on Leads (Comm Log). Double click on the company you wish to ...
Found in: Communication Log
Overview There is no specific area in KCC for corporation tax however it is possible to reflect the payment of corporation tax on the system accounts. Usage The process of doing this is the same as it were a utility bill or other expense on the SP ...
Found in: TAX Register & Taxing
Overview You can easily produce a pdf statement that can then be emailed or posted to the customer. This video explains how you can do this and there are step by step instructions below the video. Steps Open the Company Record . Use the Actions menu ...
Found in: Crediting, Invoicing & Statements
The list below details features and menus not present in KCC Lite – not all of these are listed in the pop up window within KCC and support tickets may refer to a feature on this list. Functions: Email Manager Reports: Keycode Summary, Monthly Sales ...
Found in: Billing & Services
Prerequisites To carry out this process, you will need to already have or need to create the two new nominals below. These nominals can be created using the guide here, Create Nominal Accounts and the details specified below. Customer Opening Balance ...
Found in: Trial Balance
Overview Just as you can use the postcode lookup to look up UK addresses, you can also do this for US addresses Usage For addresses in the United States you need to enter the first line of the address, and optionally (although ideally) the state ...
Found in: Addresses
Overview Using the postcode finder helps make entering addresses easier and reduces errors. A step by step guide can be found below the video. Steps In a Company Record, go to the Address & Contact tab. Enter Edit Mode. Use the New button to add a ...
Found in: Addresses
Overview This video explains how to copy a sales order, quotations or proforma order to a different customer, for example where they want to purchase identical items. There are step-by-step instructions below the video. Steps Open the existing sales ...
Found in: Creating Sales Orders & Getting Started
Overview Do you sell under different brands? This video will take you through setting up brands which can then be used on Sales Orders, Special Offers, as a filter in Sales Invoice Manager and to filter on when running your reports. There are step by ...
Found in: Branding
Overview Sometimes you may need to reprint invoices from prior to the last financial year. Usage 1. Open the Company record. 2. Open their Customer Services -> Sales Orders/Invoices screen. 3. Set the date filter, or you can turn it off. You can also ...
Found in: Crediting, Invoicing & Statements
Overview The generic customer is used on channel setups where customer details are not known, such as Amazon FbA and most POS systems. When used, sales will belong to a Generic Customer names relevant to the current month, i.e. Amazon Generic ...
Found in: Getting Started with Companies
Valid Connection Required when trying to export This error means you need to reconnect your Xero to Khaos Control. You may already be connected to Khaos Control within Xero. If this is the case, you will need to log into your Xero account, click on ...
Found in: Xero Accounting
Overview This video will show you how to set up the payment types you want to use in your system. Step by step instructions are shown below the video. Steps 1. Go into System Setup. 2. Open the System Data screen. 3. Double-click on the System ...
Found in: Payments & Pricing
Overview It is possible to email multiple invoices/documents to multiple email address set up on a account, so more than one person receives the email and document. Configuration For this happen you need to set up Email Document Types in the company ...
Found in: Emails
Problem/Question Sales order prices are a few pence out, why is this? Solution/Answer There are a number of reasons why this may be the case. Below are the most common reasons and a solution to correct it. Where there is a mismatch between the ...
Found in: Payments & Pricing