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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
Installation

Installation

Installing and updating the application

System Requirements

64 bit computer with at least 2GB of RAM running Windows 10 KoalaBrain requires AT LEAST 4GB...

Installation

Windows Download and run the latest KoalaBrain installation file.  The program will install ...

Upgrading Previous Installations

Close all running instances of KoalaBrain We recommend backing up your KoalaBrain data folder b...

Recommended Configuration Steps

Once KoalaBrain is installed, we recommend visiting the following pages in the application and po...

The Main Menu

Updates

You'll receive an alert when your version of KoalaBrain is outdated It's recommended that you r...

Uninstalling KoalaBrain

To uninstall KoalaBrain 1.2.4 and above, use the classic Control Panel to initiate the uninstall ...

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