Khaos Control Cloud Setup Guide - System Data - Debt Stages

Khaos Control Cloud Setup Guide - System Data - Debt Stages

Overview

This page is intended to compliment the training you undertake to help you set up your Khaos Control Cloud for your business.
The Help menu is also available by clicking on the yellow question mark button in the top right of your screen or selecting Help from the navigation bar within any screen in the system. It’s context-sensitive and will display relevant information depending on where you are within Khaos Control Cloud (KCC). The information includes:
  1. A description of the main page you are using.
  2. Information on the fields within the current screen.
  3. A list of related videos which will guide you through important tasks related to the screen that you are on.

System Data

System Data is found under System Setup from the left navigation bar.
System Data is a list of items that the rest of the system uses in its various screens to function. This is the area allows you to set-up your key central data, such as Customer Types, Tax Rates, Currency Conversions, Stock Types, etc. To enter any of the areas within the System Data grid double click its line.
  1. From within any area of system data you can enter edit mode via the green Edit button at the top of the screen.
  2. The information within system data can be changed at any time however once it has been used it can no longer be deleted.
  3. Save any changes using the Save Screen button in the top right.

Debt Stages

You are able to define and use Debt Stages from within the [Accounts | Debt Management] screen. Debt stages can be assigned to debt lines to help you categorise and control your debt chasing process. Debt stages can also be used to filter, so that you are able to focus on one group of debtors at a time.

Adding a Debt Stage

To add a new Debt Stage:
  1. Go to [System Data | Accounts | Debt Stages].
  2. Click the Edit button.
  3. Click the + New button.
  4. Enter the description of your new Debt Stage.
  5. Repeat steps 2 & 3 for additional Debt Stages.
  6. Click the Save Screen button.
A video guide on this procedure is here, How to Set Up Debt Stages

Editing a Debt Stage

To edit Debt Stages:
  1. Go to [System Data | Accounts | Debt Stages].
  2. Click the Edit button.
  3. Edit the descriptions of your Debt Stages as required.
  4. When you have finished click the Save Screen button.

Deleting Debt Stages

To delete Debt Stages:
  1. Go to [System Data | Accounts | Debt Stages].
  2. Click the Edit button.
  3. Green select the Debt Stages you wish to delete.
  4. Click the - Del button.
  5. When you have finished click the Save Screen button.