Getting Started
Set up company settings, users, permissions, portfolios, and integrations.
Company & personal settings
Set your company and personal preferences (currency, date format, profile settings) before you start working.
Bank accounts
Add and manage bank accounts so payments and reconciliation work correctly across currencies and entities.
Email setup
Connect email so you can send and receive customer communications, including signatures and DNS configuration.
Phone setup
Set up calling features and understand number requirements for compliant outbound calling.
Data import / initial integration
Import open AR and connect via SFTP to get your initial invoice data into Kolleno.
Users
Add and manage users so the right people can access your Kolleno workspace.
User Permissions
Control what your team can do and view in the platform.
Security & SSO
Set up and manage Two Factor Authentication to secure your Kolleno account.
Tips & troubleshooting
Helpful platform tips, accessibility notes, and troubleshooting for common non-setup issues.
