Automation
All the features available in the Automation dashboard
94 articles
AutomationThis article will look into the automation dashboard and explain the features available.
Bulk CommunicationsThis article will be looking at the bulk communication feature in the automation tab and how customer chasing status contributes.
Sending attachments with bulk communicationsYou can now add attachments to a mass email
Get notified of a new Customer createdYou can use automation to alert you of a new customer in Kolleno
Getting startedCreate templates, understand template types, and export templates for sharing or reuse.3 articles
Smart Fields: dates & formattingUse Smart Fields for dates and timezones, generate relative dates, and format numbers and dates consistently.5 articles
Smart Fields: calculations & balancesUse Smart Fields to calculate values and display customer balances (including multi-currency) in your templates.3 articles
StatementsInclude customer statements in emails using downloadable links or embedded statement content.2 articles
Advanced templatesBuild advanced templates with custom tables, dynamic links, safe HTML rendering, language conditions, and attachment rules.5 articles
View Current Workflow Enrolments for a CustomerUnderstand how to view the current workflows a customer is enrolled in.
View a Customer Previous Workflow EnrolmentsView all previous enrolments a customer was part of.
View Records in a specific Workflow nodeGet full visibility on what is currently going on in your workflows.
How to pause a specific Workflow RunYou can add an additional pause to a stage of the workflow from the customer hub.
Stop a specific Workflow runDecide what workflow runs specifically must stop (any level: customer, invoice, credit note, etc.)
Requesting Bulk Updates to Workflow Task TimesBulk changes to the scheduled send times of tasks across all or specific workflows in your account.
Workflows AlertsUnderstand the different alerts possible in your workflows.12 articles
Getting started & settingsFirst steps, settings, duplicating, organising.4 articles
Triggers & filters (targeting)Workflows — Triggers & filters (targeting)12 articles
Scheduling & execution controlsScheduling & execution controls3 articles
Actions (tags, portfolios, chasing, strike levels)Actions (tags, portfolios, chasing, strike levels)12 articles
Payments & Auto-Charge automationPayments & Auto-Charge automation3 articles
Email delivery, recipients & troubleshootingEmail delivery, recipients & troubleshooting12 articles
MCP
Understand how to use the Kolleno MCP with your favorite AI.
Getting Started with MCP (Setup & Connection)Connect Kolleno MCP to your AI assistant, troubleshoot login issues, and understand how your data stays secure.3 articles
Understanding MCPLearn what MCP tools are available, how to work with multiple companies, and why permission errors occur.3 articles
Using MCP EffectivelyPractical prompts and best practices to get the most value from Kolleno MCP in your finance workflows.1 article
Managing MCPReview connected apps, disconnect unused MCP clients, and maintain security hygiene for your Kolleno account.1 article