This function can only be performed on the web version of Kolmeo Pro.
How to enter account details against a supplier in the web version.
In the web version of Kolmeo Pro select the Suppliers icon from the side menu.
Use the Search function or scroll to locate supplier then click to open.
Next click on Bank Accounts in the sub-menu.
Now click on the Add Bank Account button.
Enter the supplier’s BSB, Account Number and Account Name, at this stage you may also enter an Account Nickname e.g. Supplier payment account.
Click on Submit to save the account details. NOTE: Once saved the BSB and Account Number will be masked and only the last digit of the BSB and the last three (3) digits of the Account Number will be visible. Ensure to double check the details entered before clicking Submit.
The account details will now appear under the supplier as Pending Approval. NOTE: Your manager will need to approve the account details before you can approve invoices to be paid to this account. Please raise a request or contact your manager to approve.
I entered the wrong account details, can I edit or cancel?
Once the account details have been saved, you cannot edit. However you can cancel while in Pending Approval and start over. To cancel navigate to the Bank Accounts tab in the Supplier. Locate the account under the Pending Approval heading and click on the Cancel button. You'll receive a pop-up message asking if you are sure you would like to cancel as this will permanently remove the record. To proceed click on the Yes, cancel request button and the record will be removed. Follow the steps in the article above to re-enter the correct details.