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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You can read more about company creation in the articles here:
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?
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- hello@kontolink.com
- +45 7199 9770
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