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
Overview This video describes the information in a customer, or a supplier's, statement screen in Khaos Control Cloud. There is information below the video about what options are available from this screen. Usage The company Statement screen allows ...
Found in: Crediting, Invoicing & Statements
Overview Adding a new payment that can then be allocated to an invoice, for either a customer or supplier, is covered in the video below. A step by step guide can be found below the video. Steps Open the Customer/Supplier record. Go to the Statement ...
Found in: Crediting, Invoicing & Statements
Overview To unallocate a payment or credit note from a company's status, for example if you have allocated the credit or payment to the incorrect invoice, follow the steps in the following video. A step by step guide can be found below the video. ...
Found in: Crediting, Invoicing & Statements
Overview This video explains how to delete a payment in the company statement screen. Step-by-step instructions are below the video. Steps Open the company record. Open the Statement tab. Check that the payment hasn't already been allocated to an ...
Found in: Crediting, Invoicing & Statements
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 Once a credit note has been printed, you then need to issue it. Once it has been issued the credit note will appear on the customer's statement screen and can then be used. A step by step guide can be found below the video. Steps Open Sales ...
Found in: Issuing
Overview This video explains how to allocate a payment to either a purchase invoice or a sales invoice in the company statement screen. Although the video shows you how to allocate one payment, or credit, to an invoice you can use the same process to ...
Found in: Crediting, Invoicing & Statements
Question/Problem The real reference of an invoice placed on the SP ledger is not shown on the company statement page. Cause This has occurred as the SP Ledger was posted and at a later time the InvoiceRef was entered. When posting to the SP Ledger ...
Found in: SP Ledger
Overview The bank importer is used to import files which have been exported from your online banking system. Imported transactions can then create payments or journals and attempt reconciliations. This feature is still in testing phase and should be ...
Found in: Bank Importer
New Feature: State address verification warning, when a customer's country is set to US Fix: Release invoice action from future stages Fix: Delete payment from statement
Found in: What's New
New Feature: It is now possible to email (or print) multiple statements from the [Debtors List | Statement Run] action New Feature: It is now possible to email a single statement from the [Customer] screen New Feature: Allow consignment numbers to be ...
Found in: What's New
Question/Problem How can I un-reconcile a bank transaction? Resolution/Solution It is not possible in KCC to unreconcile bank transactions. It is therefor essential that only items appearing on your bank statement are reconciled.
Found in: Unallocated Transactions
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
--Problem: Xero ID could not be matched. Khaos Control support should clear this redundant Xero company ID from the database (XERO_EXPORTED for company record) --Statement to confirm entries for company record select * from xero_exported where ...
Found in: Xero Accounting