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Getting Started

Set up company settings, users, permissions, portfolios, and integrations.

What data does Kolleno back-up?You may be wondering whether Kolleno backs up data, and whether you, as a user, can access these backups.
How Foreign Exchange (FX) Rates Work in KollenoKolleno retrieves and applies FX rates to ensure accurate multi-currency reporting.
Set-up

Emails sent and received via Custom DNSThis article will go through what a Custom DNS is, its benefits and how to set it up for your Kolleno system.
Colour contrast ratios explainedThis article will explain colour contrast ratios on the customer portal
Adding a user(s) to the platformHow to add users to the platform and amend user viewer permissions
How to link & update bank account?Steps to link and update your bank account on the Kolleno platform
How to link email accounts?Linking an email address to the platform is a simple process all you need is the email login details and password.
How to connect a phone number?Instruction on how to set up recording of all incoming and outgoing calls.
What is the Kolleno Demo Email?This article will go through what the Kolleno demo email account is and how it will be used to send communications to your clients.
Change the default currency on the dashboard
UK number - regulatory informationBusinesses using UK numbers must comply with Ofcom's KYC guidelines to avoid potential service disruptions.
How to Connect to Kolleno with Open AR Reports and SFTPPreparing and importing open invoices via PDF or CSV + SFTP connection
Suggestion FormThere is a feature you are thinking of? Share it with us!
How to Change Your Date Format in KollenoSet dates to UK, US or any other format
Setting Up Bank Accounts with different Legal AddressesAdd and customise multiple bank accounts across currencies and legal entities.
How to create & add an email signature to your email communications?Adding or amending signatures in Kolleno is quick and easy!