Overview This video explains how to export issued sales invoices to an Integrated Accounts p. There are instructions below the video. Steps Go to [Accounts | Accounts Synchronisation]. Click the Export tab. Click Actions then click Upload Data. You ...
Found in: Quickbooks
Overview This video explains how to export posted purchase invoices to an integrated accounts package such as Xero and Quickbooks. There are instructions below the video. Steps Go to [Accounts | Accounts Synchronisation] . Click the Export tab. Green ...
Found in: Quickbooks
Overview If you don't want information to be exported to an integrated accounts package, you can manually mark the items as exported. The system will then no longer attaempt to export the items. This video explains how you do this and there are step ...
Found in: Any
Overview This video explains the use of the 'Create Authorised Invoices' toggle in the Xero synchronisation screen Steps When this feature is enabled all invoices sent to Xero from Khaos Control Cloud will automatically be marked as authorised within ...
Found in: Xero Accounting
Question/Problem My sales invoices are not being displayed in the Export grid for exporting to Quickbooks or Xero. Resolution/Solution Invoices will not appear in the Export grid until they have been issued from within [Sales Invoice Manager] . Once ...
Found in: Quickbooks
Overview This video explains how to import and allocate payments, both sales and purchase, using the Khaos Control Cloud Integrated Accounts. There are instructions below the video. Steps Go to your invoices in your accounts software. Open the ...
Found in: Any
As part of setting up the Xero or Quickbooks integration with KCC, nominals codes need to be mapped between the two systems. This video explains the process: Go to [Accounts | Accounts Synchronisation]. Click Edit. In the 'Map your Khaos Control ...
Found in: Any
Overview This video explains how to enable the synchronisation between Khaos Control Cloud and an integrated accounting package. Step by step instructions can be found below the video. Steps Go to [System Setup | System Values]. Select the Accounts ...
Found in: Any
Overview In Sales Report you can view order but Sales Order as well as the default Sales Invoice view Usage With your sales report open, click the filters button and scroll down. Near the bottom of the popup you will find a Sales Orders filter, which ...
Found in: Reporting
Introduction This setup guide is designed to work alongside the training you undertake to help you set up your Khaos Control Cloud for your business. There are tooltips available to describe each option within the application itself, just hover your ...
Found in: Creating Sales Orders & Getting Started
Overview The Issue stage is the final stage in the Sales Invoice Manager and sales orders are moved into this stage normally after they have been shipped. Issuing a sales order will update stock records including quantities, accounts and the customer ...
Found in: Issuing
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: Bank Account
Overview You can print or email a customer a copy of their sales invoice and delivery note for their records. This video shows you how you can do this. A step by step guide can be found below the video. You can check later that an email was sent by ...
Found in: Common Actions
Overview This video explains how you export customer details to MailChimp. Step by step instructions are below the video. Steps Go to [Reports | Customer Sales]. Select the customers you wish to export to Mailchimp. Click Actions. Click Export to ...
Found in: MailChimp
Overview You can cancel a sales order if the customer no longer wishes to purchase the items from you. See the video to show you how to do this. There are also step by step instructions below the video. Steps Ensure the payment for the order is ...
Found in: Credits & Refunds