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  • KoalaBrain User Manual

  • Information

    • Why KoalaBrain?

    • Terms of Use

    • BYO Support, Training & Support Providers

    • Platform Choice - Why Windows 10?

    • Licensing

    • Privacy Policy

    • Contact Us & Mailing Lists

    • Whitelabelling

    • Software Suggestions

    • Data Directories

    • Terminology - Payments, and Expenses, Sales and Purchases

    • Receipt Printer Compatibility

  • Installation

    • System Requirements

    • Installation

    • Upgrading Previous Installations

    • Recommended Configuration Steps

    • The Main Menu

    • Updates

    • Uninstalling KoalaBrain

  • Configuration, Terminals, Printers & Users

    • Initial Configuration

    • Creating Users and Managing Permissions

    • Terminals & Printers

    • Configuration Transfer

    • Print Rules

    • Backups

  • Contacts & Common Functions

    • Contacts

    • Attachments

    • Printables

    • Selectables

    • About UUIDs

    • About Notes

    • About Filtering & Search

    • History

    • About Reversing and Refunding

    • Alerts

    • Invoices

    • Barcodes

    • About Short IDs

    • Totals

    • eReceipts (Online Sales Receipts to Customer Phone)

  • Payment Methods, Banking, Floats & Reconciliations

    • Payment Methods

    • Bank Accounts and Banking

    • Manage Floats

    • Reconciliations

    • Transfers

  • Discounts & Tax Classes

    • Discounts

    • Tax Classes & Rates

  • Products, Categories & Stock

    • Categories

    • Products

    • Managing Stock

  • Sales & Payments

    • Sales

    • Payments

    • Touch Sale and Touch Terminal Usage

  • Purchases & Expenses

    • Purchases

    • Expenses

  • Time Keeping

    • Clocking in and Out

    • Managing Time Keeping

  • Reports

    • VBA Reports

    • Easy Reports

    • Effective Reporting Items

    • Scheduled Reports

  • KoalaBrain Online

    • Overview

    • Signing Up & Your Account

    • App Licenses

    • CMS & Website Content

    • Signage

    • Delegates & Partners

    • Scheduled Reports

    • Email Alerts

    • Remote Access

    • GDPR, Your Customers, and You

    • GDPR, KoalaBrain, and You

    • Online Payment Links on Outgoing Invoice Emails

    • eReceipts

  • Troubleshooting

    • About Troubleshooting

    • Logs

    • Browsing the Database and Raw Data

    • Requesting a Feature or Submitting a Bug

    • Default Behaviours

    • Environment Info

    • Resetting the defaultadmin Password

    • Restoring a Backup or Moving your Installation to Another Computer

  • Advanced and Programmatic Usage

    • API Access for Users and Services

    • List of API Endpoints

    • Directly Accessing the Sqlite Databases

    • Writing Custom VBA Reports in Microsoft Excel

    • Database Fields and Relationships

    • Webhooks

    • Tableau, JSReport & Metabase

    • Allowing API access from outside your local network

    • Kiosk Mode

    • Custom Invoice Templates

  • Legal

    • Terms of Service, EULA, Personal Data Policy, Partner Agreement

Books
KoalaBrain User Manual
Configuration, Termina...

Configuration, Terminals, Printers & Users

Initial Configuration

It's recommended to fill out your details in on the Configuration page prior to using the Appli...

Creating Users and Managing Permissions

DefaultAdmin There is always a defaultadmin user which has full permissions for the applicatio...

Terminals & Printers

Printers Document Printers Document printers are your standard printers that you usually use...

Configuration Transfer

Imports or exports data for quickly copying your configuration to another system The export f...

Print Rules

Print rules can be assigned to Products or Categories to modify the actions taken when a Purc...

Backups

Backups are created On application startup, in case the application isn't left running. Ke...

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Created 2 years ago by Admin
Updated 2 years ago by Admin
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