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Customers Dashboard

Looking into the Customer Dashboard, Customer profile and the features available

Getting Started

Setting up the platform with your company information

Communication

Instructions on how to initiate communication and the different communication types available on the platform

Integrations

Connecting the Kolleno platform to your accounting software

Dashboard

Explanations on the graphs & functions available on the dashboard

Tasks & Reminders

This collection looks into the actions dashboard and any related question

Customer Portal

Looking for help and advice on the customer portal?

Invoices Dashboard

Exporting, downloading invoices and what all the metrics in the invoice dashboard mean

Automation

All the features available in the Automation dashboard

Filters

All you need to know about filters in Kolleno

Reporting

Learn all about available Kolleno reports, how to send or schedule them

Payments

Payment options overview available on Kolleno

Reconciliation
Emails

Anything related to receiving/sending emails

Authentication
Bulk Actions
Rich Text Editor

Unlock the power of the Kolleno Rich Text Editor for richer content.

SFTP
Support

All information to have a great support journey