Customers Dashboard

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

Irina Anichshuk avatarRon Danenberg avatarAdonis Damalis avatar
3 authors16 articles

Getting Started

Setting up the platform with your company information

Adonis Damalis avatarIrina Anichshuk avatarRon Danenberg avatar
3 authors20 articles

Communication

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

Irina Anichshuk avatarAdonis Damalis avatar
2 authors10 articles

Integrations

Connecting the Kolleno platform to your accounting software

Irina Anichshuk avatarAdonis Damalis avatarRon Danenberg avatar
3 authors34 articles

Dashboard

Explanations on the graphs & functions available on the dashboard

Irina Anichshuk avatar
1 author3 articles

Tasks & Reminders

This collection looks into the actions dashboard and any related question

Irina Anichshuk avatarAdonis Damalis avatar
2 authors14 articles

Customer Portal

Looking for help and advice on the customer portal?

Irina Anichshuk avatarAdonis Damalis avatar
2 authors5 articles

Invoices Dashboard

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

Irina Anichshuk avatarAdonis Damalis avatar
2 authors6 articles

Automation

All the features available in the Automation dashboard

Irina Anichshuk avatarAdonis Damalis avatarRon Danenberg avatar
3 authors23 articles

Filters

All you need to know about filters in Kolleno

Irina Anichshuk avatar
1 author2 articles

Reporting

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

Irina Anichshuk avatar
1 author5 articles

Payments

Payment options overview available on Kolleno

Irina Anichshuk avatarAdonis Damalis avatarRon Danenberg avatar
3 authors26 articles

Emails

Anything related to receiving/sending emails

Adonis Damalis avatarRon Danenberg avatar
2 authors5 articles

Authentication

Ron Danenberg avatar
1 author3 articles

Bulk Actions

Ron Danenberg avatar
1 author10 articles