Overview The following video explains how you can add a communication log entry in the company record. The step by step instructions are below the video. Steps Open the company record that you wish to add a Comm Log entry for. Click on the CRM tab. ...
Found in: CRM & Data Protection
Overview Posting the purchase invoice is the last stage of the purchasing process. It is important that you do this so that the accounts areas of the system, including the stock value, are updated. Usage In Purchasing, open the Purchase Invoice (for ...
Found in: Purchase Invoice
Overview Non banked payments, usually cash and cheques, are not banked automatically by the system like credit card payments. This is because you need to take them to your bank in order to bank them. You then need to replicate this in your accounts. ...
Found in: Bank Account
Overview Sometimes you may need to delete an order which has not yet been despatched. Usage As long as you haven't shipped anything, the steps below will remove the order as well as any payment linked to it. Open up the sales order Select the Payment ...
Found in: Credits & Refunds
Overview This video will show you how to set up and maintain your currency conversion rates. There are step by step instructions below the video. Steps In System Setup, go to System Data. Double click on the Currency Conversions line to open the ...
Found in: Currency
Overview This video will show you how to use the Admin Portal in the system, this can be to add your credit card details, purchase credits, pay for services or add new users. There are step by step instructions below the video to guide you through ...
Found in: Billing & Services
Question/Problem My Stock Nominal does not update and my CoS is incorrect in my accounts package Cause The default behaviour when exporting Purchase Invoices is to map the Khaos Control Cloud purchase nominal to General Expenses in Xero. It is ...
Found in: Xero Accounting
WARNING This information can not be imported and must be manually entered. This process can have severe long term implications if not carried out correctly. Prerequisites Besides some of the system nominals, the following nominals will be required ...
Found in: Trial Balance
Overview There may be time you need to adjust the quantity of stock into the system, in doing so, this will update the stock nominal. To do this you must have either imported or manually created your stock in the system along with the stock value. ...
Found in: Stock Adjustments
Overview The method used to perform bank reconciliations is described in the following video. The step-by-step instructions are below the video. Steps Open the bank account. Use the filters to refine your entries and populate the grid. Click on the ...
Found in: Bank Account
Overview The below will show you how to create new batches and reconcile your bank accounts using rolled up batches. Usage Add items to batch, either new or existing batch Open the Bank Account. Filter for the transactions you wish to add to a batch, ...
Found in: Bank Account
Overview This video shows you how to deactivate addresses and contacts, for example if the customer moves or a contact leaves the business. This should be the process rather than deleting the address or contact so that the audit trail of historic ...
Found in: Addresses
Overview This page is intended to compliment the training you undertake to help you set up your Khaos Control Cloud for your business. The Help menu is also available by clicking on the yellow question mark button in the top right of your screen or ...
Found in: Currency
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 If your terms to pay suppliers are monthly – i.e. an invoice received is dated in March and you are due to pay this at the end of April. Usage This can be done on a individual basis for each supplier or within Company Classes to affect all ...
Found in: Orders & Payments