Your dashboard is designed to give you full visibility over communications, collections, and performance. By regularly reviewing bounced emails, chasing status, debtor lists, and reports, you can ensure smooth operations and strong collection results.
Watch the below video for how to achieve this.
1. Checking for Bounced Emails
At the bottom of your dashboard, you’ll see a section showing bounced emails. These alerts help you quickly identify communication issues.
Click into the affected customer profile on the right-hand side.
Review the incorrect email under Customer Contacts > Configuration.
Correct spelling mistakes, update outdated addresses, or resolve full inbox issues in your accounting software.
Updates will automatically sync with Kolleno.
2. Monitoring Active Chasing
Columns on your dashboard highlight whether invoices are being chased automatically.
Green Tick: Chasing is active.
Orange Column: Invoice is not being chased and requires review.
Reasons an invoice may not be chased:
Disputed invoice
Invoice marked as bad debt
Chasing manually disabled for a specific invoice
3. Reviewing Top 10 Debtors
The Top 10 Debtors section shows overdue balances by customer.
Some customers (e.g., intercompany accounts) can be excluded from chasing.
If chasing is switched off for any debtor, confirm why to avoid missed collections.
4. Using Favourite Reports
You can favourite key reports for quick access from your dashboard. Popular options include:
Payments Received – Track collected amounts.
Detailed Aging – See overdue buckets, notes, and activity.
Overdue Buckets – Breakdown of outstanding amounts.
5. Tracking Collection Results & Engagement
Your dashboard also highlights:
Collection Results per Workflow – Shows the effectiveness of chasing strategies.
Email Read Rates – Helps you identify if email wording or frequency needs adjustment.
Automation Time Saved – Displays efficiency gains from automation.
6. Forecasting with Promises to Pay
The Promises to Pay area helps with cash flow forecasting.
Shows the total amount customers have promised to pay.
Important to note: promises are not guarantees, but they provide valuable visibility.
