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.
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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You can read more about company creation in the articles here:
The “Company” column provides an overview of all of the created companies under the admin agreement.
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The “Last 30 days” column shows the numbers of transactions in the bank for the past 30 days.
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The “Ready for approval” column shows how many transactions that are ready to be approved.
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The “Missing documents” shows the number of transactions that haven’t been matched with a document yet.
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The “Last login” column shows the last time someone was logged into the company.
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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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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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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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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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In the “More” column you have 2 functions:
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In the “Search field”, it’s possible to search for company names or text from the note field.
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Hos Kontolink ønsker vi at lave bogføring så let som mulig for virksomheder og deres bogholdere/revisorer. Hvis du ønsker at vide mere om Kontolink, har feedback til produktet, eller blot ønsker at sige hej, er du altid velkommen til at kontakte os på hello@kontolink.com.
At Kontolink, we aim to make bookkeeping as easy as possible for businesses and their bookkeepers/accountants. If you want to know more about Kontolink, have feedback on the product, or just want to say hi, you are always welcome to contact us at hello@kontolink.com.
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