KoalaBrain User Manual

Documentation of all of the KoalaBrain features and functions

Information

Why KoalaBrain?

No Lock In Don't give up control of your businesses' data.  Other heavily integrated solutions r...

Terms of Use

KoalaBrain and its creator(s) disclaims liability for any direct, indirect, incidental, special, ...

BYO Support, Training & Support Providers

When something goes wrong, the first on-site help is your own tech support, who then have to cont...

Platform Choice - Why Windows and MacOS?

Much consideration was put into deciding the platform and components which would comprise KoalaBr...

Hardware Suggestions

See our system requiremens for the minimum computer and operating system requirements. Below are...

Licensing

KoalaBrain requires a valid license to function.  License are offered for a time period and for ...

Privacy Policy

This following document sets forth the Privacy Policy for the KoalaBrain website, koalabrain.com ...

Contact Us & Mailing Lists

Contact us at [email protected]  Share tips, ask questions, submit bugs on our community for...

Whitelabelling

You can add your company's logo and support contact details to your KoalaBrain deployments and b...

Software Suggestions

Here are a few suggestions for software and services to use alongside KoalaBrain. MalwareBytes...

Data Directories

KoalaBrain stores data in the following directories ~/Application Support/KoalaBrain (Mac Only...

Terminology - Payments, and Expenses, Sales and Purchases

In KoalaBrain, 'payments' and 'expenses' refer to money moving into a till float or banking acco...

Receipt Printer Compatibility

KoalaBrain is compatible with ethernet connected ESCPOS receipt printers with an IPV4 IP Address...

Installation

Installing and updating the application

Configuration, Terminals, Printers & Users

Contacts & Common Functions

Contacts

The Contacts panel provides access for creating, editing and removing contacts Only a contact...

Attachments

Attachments The ATTACHMENTS sidebar tab is available on the majority of items, including Cont...

Printables

Printables are way to make PDF files quickly accessible from other parts of the KoalaBrain ap...

Selectables

Selectables are custom drop down menu options you can set up for various forms in the applica...

About UUIDs

UUID stands for Universally Unique Identifier - you may see references to them across the appli...

About Notes

Generally, Notes are for internal use - a field to jot down relevant info that we may not have i...

About Filtering & Search

When a field is filtered by a text value, it will search for exact matches only Not all items...

History

The following objects have their edit history tracked Contact Payment Expense Stock Adjustm...

About Reversing and Refunding

Sales, Payments, Purchases and Expenses can all be marked as Reversed Reversed means that th...

Alerts

Alerts for low stock and due orders will appear in the menu bar at the top of the screen Once...

Invoices

Invoices can be viewed when editing a Sale or Purchase Invoices include a full breakdown of al...

Barcodes

The barcode format CODE39 is used by KoalaBrain for printing on invoices and receipts This is...

About Short IDs

Short IDs appear on Sales, Purchases, Payments and Expenses. They are 7 characters long and con...

Totals

A sale or purchase row can never have a total less than 0 A sale discount row can never have a ...

eReceipts (Online Sales Receipts to Customer Phone)

With a KoalaBrain Online subscription, you will have access to eReceipts functionality This wil...

Payment Methods, Banking, Floats & Reconciliations

Discounts & Tax Classes

Products, Categories & Stock

Sales & Payments

Purchases & Expenses

Time Keeping

Reports

KoalaBrain Online

Overview

KoalaBrain Online provides access to your software licenses, as well as additional optional func...

Signing Up & Your Account

Registering Visit https://online.koalabrain.com/ and click the 'Register' button in the top-r...

App Licenses

Purchase and view License to operate the KoalaBrain desktop application A license is required t...

CMS & Website Content

KoalaBrain Online CMS & Website Content provides a minimalist control panel for managing con...

Signage

KoalaBrain Online Signage allows you to set up and configure digital signage. Each signage item...

Delegates & Partners

Delegates By adding a delegate, the user account with the email address specified will be grant...

Scheduled Reports

If you have schedule reports configured on your desktop KoalaBrain installation, reports which h...

Email Alerts

Configure the settings which will be used to send email alerts from the KoalaBrain desktop appli...

Remote Access

Rather than re-invent the wheel, we don't include remote administration tools with KoalaBrain On...

GDPR, Your Customers, and You

If you are accessing your European customers' data over the internet via KoalaBrain online, or s...

GDPR, KoalaBrain, and You

Data Rectification & Portability All data stored about you is stored and editable in your a...

Online Payment Links on Outgoing Invoice Emails

Paypal.me payment links can be added to outgoing invoices providing your customers a convenient ...

eReceipts

eReceipts allow customers to scan a code with their mobile device to receive an electronic recei...

Troubleshooting

Advanced and Programmatic Usage

This chapter is intended as a reference for advanced users and developers extending KoalaBrain.

Legal

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