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