Software updates

Cash Drawer Reconciliation wizard

The daily Cash Drawer Reconciliation Report now runs as a wizard so it’s even easier to use!
The new wizard means:

• You don’t need to manually write ‘Actual’ figures on your report. You enter them straight into Kitomba and then run the report.
• You reduce the chance of making simple adding errors. The report immediately shows you any differences between ‘Expected’ and ‘Actual’ figures.
• All your past Cash Drawer Reconciliation reports are saved in Kitomba.
• It’s really easy to share your report as a PDF file attached to an email.

To run the new Cash Drawer RDrawer iliation wizard open the Cash Drawer Reconciliation report as normal and the wizard starts immediately. Then just select your date and press ‘Execute’.
This is what you’ll see:

• Your starting float will automatically appear from the previous day – or you can enter it manually if this is your first report
• The yellow boxes highlight fields that you should fill out
• The ‘Total Difference’ amount will be big and red if the ‘Expected’ and ‘Actual’ amounts don’t reconcile
• Don’t forget to enter tomorrow’s float
• To PDF and email select the PDF Report button
• To run the report and print directly from Kitomba, select the Run Report button

When you click in the first yellow box for ‘Cash’, a second pop-up appears:

• You can either enter the actual cash amount directly at the top or select the number of notes and coins you have below and the amount will be calculated for you
• Hit ‘Done’ when you’re finished

The final report looks like this.

Turning the wizard off/on
You can switch the wizard off and continue running the Cash Drawer Reconciliation report the old way by going to Admin / Preferences / Reporting and un-ticking the ‘Run End of Day Wizard from Reconciliation Report’.

Cash Drawer Takings report

Understanding your cashflow is the most important thing you can do in your business. The Cash Drawer Takings Report shows your cash takings in any date range and reconciles payments to sales, making it easier for you to track the differences. But the most important thing about this report is it gives you your true Cash Position, taking into account voucher sales and other non-cash payment types. This report tells you exactly where you stand.

Petty Cash

Petty Cash has a new-look layout with the same functionality. Note: to set Petty Cash Reasons go to Admin/Reasons/ select Petty Cash and create a reason.

Star Clients Report

Gain greater insights into how many clients your staff service in each ‘star category’ with the new Star Clients report. This report allows you to quickly see who has the most full-star clients and who may need help in areas such as re-booking or retail. You can also see a breakdown of the types of stars within each staff member’s client base. This is a great tool for understanding how your staff are progressing and where they may need extra support.

Stock Turnover Report

The Stock Turnover Report makes it easy for you to keep a tight control over your stock. It shows you how quickly your stock is converted into sales, your Stock Out Days which is the number of days you don’t have a particular stock item, your minimum and maximum levels, quantity on hand and value of this stock. Now you’ll know if you need to adjust your min and max levels based on what sells well and what doesn’t. This report should be run over longer time periods e.g. quarterly to give you a big picture view.

Stock Backorders and Open Stock Orders preferences

If you’ve ever duplicated stock orders by overlooking pending orders, you’ll like the next two features.
Stock backorders: If you make a stock order and items are missing on delivery, you can set your preferences to put the missing stock on back-order. This will stop you from doubling up on future orders by taking into account any outstanding stock.

Open stock orders: When you auto-create a new stock order you can now set your preferences to reduce the selected minimum or maximum auto-order amount by the amount in any pending orders for that particular stock item. The default setting for these functions is OFF so make sure you turn them on if you want to use them. Go to Admin/Preferences/ Stock and tick ‘Enable back ordering with suppliers’ and/or ‘Auto generated orders exclude stock in outstanding orders’.

PDF any report

We’ve added a PDF button to all your reports so now it’s a whole lot easier to email, print and save reports to your desktop.

Staff notes tool

You can now add notes to the Kitomba calendar which should help avoid misplaced or forgotten notes – PLUS it’s great for adding reminders to yourself. Just select the day you’d like the note to appear and right click on the staff members name then select add/edit notes.
Once you’ve added a note, an icon will appear next to the staff member’s name. You can update it just by clicking on the notes icon next to their name:

Mandatory attributes

Take more control over the client information you collect by deciding what attributes you wish to make mandatory on all your customers and appointments (e.g. Stylist or Last Visit). The default setting for this function is OFF so to make an attributes mandatory, go to Admin / Attributes / select attribute and tick ‘require this attribute to be populated’.

Help tab

We’ve added Teamviewer to the Help tab to make it faster and easier for you to launch when you’re speaking with our helpdesk. You can also access useful links such as Kitomba.com, video tutorial and how-to guides.

Text messages

We’ve added a second message service for you text message reminders so now they will come from 3032 and 3919. This should improve reliability in case one of our service providers goes down.

Please call our helpdesk on 0800 085 61 22 if you need any help using any of the new Kitomba features.