Kolleno

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

Adding or amending signatures in Kolleno is quick and easy!

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

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

Kolleno Support

Support

Set-up

Website

YouTube

Find answers and get help from Intercom Support and Community Experts

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