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Kontohub overview

Kontohub (shift+h) gives the bookkeeper/accountant a comprehensive overview of companies created in Kontolink.

Read on, and you will be guided through all of the functions in Kontohub:

NOTE: Kontohub is only available with a bookkeeper/accountant package.

Create new company

In Kontohub you have the option to create a new company through the “Create new company” button in the top left.

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Company column

The “Company” column provides an overview of all of the created companies under the admin agreement.

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Last 30 days

 

The “Last 30 days” column shows the numbers of transactions in the bank for the past 30 days.

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Ready for approval

The “Ready for approval” column shows how many transactions that are ready to be approved.

 

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Missing documents

The “Missing documents” shows the number of transactions that haven’t been matched with a document yet.

 

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Last login

The “Last login” column shows the last time someone was logged into the company.

 

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Integrations

The “Integrations” column shows which integrations are connected.

Bank

Documents

ERP system

 

 

 

 

The red warning triangles will be visible if there is a connection/setup error.

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Users

 

 

The “Users” column shows which users has access to the companies.

The red dot signals that the user hasn’t accepted the invitation yet.  

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Messages

 

In the “Messages” column you can easily and quickly send a message to a client.

Messages can be sent to the customer’s email, Kontosnap or SMS.

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Note

In the “Note” column, you can write a note to yourself (or others).

The note text can also be searched in the Kontohub search field. 

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More

In the “More” column you have 2 functions:

  • You can export transactions
  • You can make a balance check

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Search field

In the “Search field”, it’s possible to search for company names or text from the note field.

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Do you want Kontohub?

Write, call or book us to an online introduction 😊