Overview The below will explain the options to export the current UDA data values for all stock items. Usage This feature is currently not available in Khaos Control Cloud. You can make a suggestion for this feature on the product roadmap here, ...
Found in: Getting Started with Stock
Question/Problem Can I export or print my trial balance? Resolution/Solution It is not possible to print the Trial balance however you can export the grids. Steps When you have any grid in the system filtered to display the values you require: Click ...
Found in: Trial Balance
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 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 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 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 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 export customer and supplier information from the system. Steps You can do this by going to Reports Select Ad Hoc reports Then use the drop down to select System - Companies.
Found in: Reporting
Problem/Question How do I refund the VAT for an exported order? Solution This can be done as part of a return exchange, but it is worth creating a new return reason called 'VAT Refund' so you can identify affected orders easily in the Returns ...
Found in: Credits & Refunds
Question/Problem Instead of exporting purchase invoices from KCC to Xero, is it possible to export a purchase order from KCC into Xero as a draft purchase order? Resolution/Solution It's possible to export Purchase Invoices as drafts by turning off ...
Found in: Xero Accounting
Aim You can export various types of data into a CSV by generating them within the reports part of the system, you can do so by following the steps below; Steps 1. On the Navigation Bar, select Reports. 2. Select Ad-Hoc reports and you will be given ...
Found in: Xero Accounting
Problem I need to add the same products from one price list on to a new price list but at a different price. Is it possible to duplicate a price list? Solution Yes, using grid exports you can create a duplicate a price list. Follow the steps below to ...
Found in: Pricelists
Overview Amazon Seller Central is a platform allowing business owners to manage their products that they sell directly to customers via Amazon. It can be used to generate inventory reports, including a CSV export of your listings. Configuration This ...
Found in: Booking In & Levels
Problem/Question How can I export information in a KCC screen? Solution All grids in the system can be exported and if using filters you can use the 'Export Grid data' to produce your report with the displayed results. Filter the grid as required. ...
Found in: User Interface
Purpose If you have a number of price lists sharing much of the same data, you can save time creating them by duplicating the price lists and then making any necessary changes. How to duplicate a price list: To duplicate your price list you will need ...
Found in: Pricelists