Credits can not be unallocated from suppliers, and you can not delete credit notes that have been issued. To rectify this you will need to use your SP Ledger; Accounts Sales and Purchasing Ledger New Use the Lookup dialog box to locate the supplier ...
Found in: Crediting, Invoicing & Statements
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 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
Overview In the On Order List screen in the purchasing area of the system it is possible to hide order lines, for example if the items won't be delivered for a while, then you can hide them. This video explains how to do this. A step by step guide ...
Found in: On Order List
Question/Problem If a customer has paid for a sales order but we don't have stock, why can we not allocate the full payment? Resolution/Solution This is to do with how your system values have been set up and the steps below should resolve this issue. ...
Found in: Crediting, Invoicing & Statements
Overview This below explains how you create and process a customer return where the items being sent out to the customer are the same as the items being returned, or they are of the same value. For example where the customer received the items but ...
Found in: Creating Customer Returns
Overview This video explains how to see the impact of overheads on the margin generated by a stock item from within the stock record.
Found in: Pricing
Overview This video shows you how to create and process a customer return where the exchange items cost less than the return items and the customer is due a refund. There are step by step instructions below the video. Usage To create the return: Go ...
Found in: Creating Customer Returns
Overview This video will show you how to use the Profit and Loss report. A step by step guide can be found below the video. Steps In Accounts, open Profit Loss Report. Use the Filters button to show all transactions, or open transactions only. Use ...
Found in: Profit Loss Report
Overview If you're creating a sales order and wish to know how you can see when an out of stock item is due to be delivered by the supplier, this video shows you how. A step by step guide can be found below the video. Steps Focus on the item in the ...
Found in: Common Purchase Order Actions
Overview There may be times when you may be required to submit a screenshot of any error codes or messages displayed on your screen in order to assist the support process. The procedures for doing this have been broken down in to two sections, ...
Found in: Ticket Portal / Support
Overview This video will show you how to add a note to a journal from within the trial balance. Step by step instructions can be found below the video. Steps From the Accounts screen, click on Trial Balance. Select the desired Nominal Account. Use ...
Found in: Trial Balance
Overview This video will show you how to view and select available delivery addresses within a purchase order. Step by step instructions can be found below the video. Steps In a Purchase Order, go to the Delivery Address tab. Use the Actions button ...
Found in: Creating Purchase Orders
Overview The following video explains how to move sales orders from the Invoice stage in the Sales Invoice Manager. There are step-by-step instructions below the video. Steps Focus on the Invoicing stage. Select the sales order, or sales orders, you ...
Found in: Common Actions
Overview Barcode scanning allows the user to move stock, for example when delivering in goods and also to move invoices in the Sales Invoice Manager. A step by step guide can be found below the video. Steps Enable barcode scanning Click on the ...
Found in: Barcode Scanner