Looking into the Customer Dashboard, Customer profile and the features available
Setting up the platform with your company information
Instructions on how to initiate communication and the different communication types available on the platform
Connecting the Kolleno platform to your accounting software
Explanations on the graphs & functions available on the dashboard
This collection looks into the actions dashboard and any related question
Looking for help and advice on the customer portal?
Exporting, downloading invoices and what all the metrics in the invoice dashboard mean
All the features available in the Automation dashboard
All you need to know about filters in Kolleno
The ability to reorder and hide columns, plus save and share filters
Learn all about available Kolleno reports, how to send or schedule them
Payment options overview available on Kolleno
Anything related to receiving/sending emails
Unlock the power of the Kolleno Rich Text Editor for richer content.
All information to have a great support journey
Aggregate your various instances into one dashboard and reporting screen
Understand what Kolleno is doing to improve your experience, finding solutions around your ERP's limitations
This collection will allow Kolleno customers to achieve success with Kolleno. Follow these videos in sequential order.
What you need to know about managing credit notes