Advice and answers from the Kolleno Team
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.