Overview & FAQ's
Introductory information for Katipolt users
Logging In
How to log in to Katipolt
Releases
Company Settings/Staff/General
Help with setting up your Staff, document wording, headers, footers etc.
Company Settings/Connected Apps (JA Russell Ltd - Xero)
Help with setting up connections to other software partners
Katipolt Mobile
Help with the features of Katipolt Mobile App
Accounts
Help with adding Customers and Suppliers
Products & Kitsets
Help with adding Products and making Kitsets for Quoting
Jobs
Help with adding Jobs and creating Quotes
Quoting
Help with creating Quotes or Variations to Quotes
Labour Booking & Timesheets
Help with scheduling Work and collecting Timesheets
Orders & Purchases
Help with making Supplier Orders and entering Purchase Invoices
Sales
Help with Invoicing Charge Up Jobs and Progress Claiming Quoted Jobs
Reports
Help with finding and viewing Reports
Webinar Recordings
Katipolt Online Training Webinars
Previous Help Articles (now in Draft)