This function can only be performed on the web version of Kolmeo Pro.

How to enter and approve account details against a supplier in the web version.

Enter the Supplier's account details:

  1. In the web version of Kolmeo Pro select the Suppliers icon from the side menu.

  2. Use the Search function or scroll to locate supplier then click to open.

  3. Next click on Bank Accounts in the sub-menu.

  4. Now click on the Add Bank Account button.

  5. 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.

  6. 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.

  7. The account details will now appear under the supplier as Awaiting Approval.

Approve the Supplier's account details:

  1. In the web version of Kolmeo Pro select the Suppliers icon from the side menu.

  2. Use the Search function or scroll to locate supplier then click to open.

  3. Next click on Bank Accounts in the sub-menu.

  4. The account details to be approved will appear under the Awaiting Approval field. Click on the View button next to the record to open.

  5. Review the account details, if the account details are correct correct click on the Approve Account button to approve. You will be then directed back to the Bank Accounts page under the Supplier page and the account details will appear under the Approved field.

  6. If the account details are incorrect when reviewing click on the Reject Account button to decline. You will be then directed back to the Bank Accounts page under the Supplier page and the account details will appear under the Rejected field. Rejected accounts can not be selected to be used as pay to account against any invoices.


Troubleshooting:

I entered the wrong account details, can I edit or cancel?

Once the account details have been saved, you cannot edit. However you can reject while in an Awaiting Approval start and start over.

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