Automation
All the features available in the Automation dashboard
104 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.
- Push Note to ERP (NetSuite)Automatically create or update a note record in NetSuite as part of a collections workflow using the Push Note to ERP action.
- Workflow Executions LogsSee every record that has entered a workflow, where it is now, and a step by step timeline of what the workflow did to it.
- Workflows AlertsUnderstand the different alerts possible in your workflows.14 articles
- Getting started & settingsFirst steps, settings, duplicating, organising.6 articles
- Triggers & filters (targeting)Workflows — Triggers & filters (targeting)13 articles
- Scheduling & execution controlsScheduling & execution controls3 articles
- Actions (tags, portfolios, chasing, strike levels)Actions (tags, portfolios, chasing, strike levels)13 articles
- Payments & Auto-Charge automationPayments & Auto-Charge automation3 articles
- Email delivery, recipients & troubleshootingEmail delivery, recipients & troubleshooting13 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.4 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