Kolleno

You may be wondering whether Kolleno backs up data, and whether you, as a user, can access these backups.

What data does Kolleno back-up?

Kolleno retrieves and applies FX rates to ensure accurate multi-currency reporting.

How Foreign Exchange (FX) Rates Work in Kolleno

Kolleno Support

Setting up the platform with your company information

Getting Started 

This article will go through the steps to assign customers to users and restrict their visibility to only these customers.

How to restrict users to only see information about the customers in the portfolio they are assigned to?

Customer Portfolio Overview

This article will go through what is displayed if you restrict users to only see the customers int he portfolios they are assigned to.

What will be displayed if you restrict users to only see the portfolios they are part of?

How to filter and what screen to assign users to customer portfolios

Filtering and Assigning Users to Portfolios

How to quickly and easily bulk manage customers

Bulk assign/unassign customers from a Portfolio

Kolleno can assist with a one-time import of customers into portfolios via CSV on request.

One-Time Bulk Import of Customers into Portfolios

Learn how to export a list of customers from a specific portfolio in Kolleno into Excel.

Export the List of Customers in a Portfolio

Customer portfolios 

This article will go through what a Custom DNS is, its benefits and how to set it up for your Kolleno system.

Emails sent and received via Custom DNS

This article will explain colour contrast ratios on the customer portal

Colour contrast ratios explained

How to add users to the platform and amend user viewer permissions

Adding a user(s) to the platform

Steps to link and update your bank account on the Kolleno platform

How to link & update bank account?

Linking an email address to the platform is a simple process all you need is the email login details and password.

How to link email accounts?

Instruction on how to set up recording of all incoming and outgoing calls.

How to connect a phone number?

This article will go through what the Kolleno demo email account is and how it will be used to send communications to your clients.

What is the Kolleno Demo Email?

Change the default currency on the dashboard

Businesses using UK numbers must comply with Ofcom's KYC guidelines to avoid potential service disruptions.

UK number - regulatory information

Preparing and importing open invoices via PDF or CSV + SFTP connection

How to Connect to Kolleno with Open AR Reports and SFTP

There is a feature you are thinking of? Share it with us!

Suggestion Form

How to Change Your Date Format in Kolleno

Add and customise multiple bank accounts across currencies and legal entities.

Setting Up Bank Accounts with different Legal Addresses

Adding or amending signatures in Kolleno is quick and easy!

How to create & add an email signature to your email communications?

Set-up

What are the different levels of view permissions?

Levels of User Permissions

Learn how to access Collector Taks and limit access to certain team members.

Collector Tasks Access Permissions

Set which users can use Bulk Communication in Kolleno

Bulk Communication Access Permissions

Set who can access workflows automation in Kolleno

Workflows Access Permissions

Templates Access Permissions

Learn how to access Kolleno reports and provide access to certain team members

Reporting Access Permissions

Payment Access Permissions

Control what your team can do and view in the platform

User Permissions

This article explains how to access personal settings in Kolleno and change your display name, notifications and password.

How to change personal settings in Kolleno?

How to amend or update your company details on the platform

How to amend company details after onboarding?

I use different bank accounts for different currencies – How is this reflected in Kolleno?

Bank accounts for different currencies

How can I remove/delete users from the platform?

Removing users from the platform

Amending existing user viewer permissions on the platform

How to amend existing user permissions?

This article explains why you cannot delete users in Kolleno and go through the steps on how to make a user inactive.

Why is it not possible to delete a user?

Website

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Find answers and get help from Intercom Support and Community Experts

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