Account Details & Payments

Everything you need to about how payments work in Kolmeo Pro

15 articles in this collection
Written by Peti Vovos and Kristy Lewis

Owner Payment Advice

This article shares the details of our Owner Payment Advice that is sent to owners when funds are paid to them.

Written by Kristy Lewis
Updated over a week ago

Owner Account Details & Payments

As a Property Manager, How do I enter new account details against an Owner profile?

Enter the account details for a new owner or update account details of an existing owner.

Written by Kristy Lewis
Updated over a week ago

As a Manager, how do I enter and approve an Owner's account details?

Enter and/or Approve the account details Awaiting Approval against the owner profile.

Written by Kristy Lewis
Updated over a week ago

How do I add an owner's account details to a property?

A payment method links an owner’s bank account to a property.

Written by Peti Vovos
Updated over a week ago

Tenant Account Details, Tenancy Payments, Rent Records & Adjustments

As a Property Manager, How do I enter new account details against a Tenant profile?

Enter the account details for a new tenant or update account details of an existing tenant.

Written by Kristy Lewis
Updated over a week ago

As a Manager, how do I enter and approve a Tenant's account details?

Enter and/or Approve the account details Awaiting Approval against the tenant profile.

Written by Kristy Lewis
Updated over a week ago

How do I enter the initial rent record for a new tenancy?

You’ve rented the property, created the tenancy, now let’s add the rent details.

Written by Peti Vovos
Updated over a week ago

How do I enter a Pro Rata rent record?

A tenant wants to change the day their rent is due. Time to add a pro rata rent record.

Written by Peti Vovos
Updated over a week ago

How do I enter a new rent amount after a rent review?

Once the rent has been reviewed, enter the new rent amount in the Tenancy.

Written by Kristy Lewis
Updated over a week ago

How do I create a Direct Debit schedule for a tenant's rental payments?

The new tenant has opted to pay rent via direct debit, time to enter the account details and set it up.

Written by Kristy Lewis
Updated over a week ago

How do I cancel a tenant's Direct Debit?

When a tenant decides to change their payment method or account details the current direct debit will need to be cancelled or removed

Written by Kristy Lewis
Updated over a week ago

How do I take an ad-hoc Direct Debit payment (adjustment)?

A direct debit rent payment may have failed or dishonored & you need e a once-off payment for rent arrears. Let’s create a rent adjustment.

Written by Peti Vovos
Updated over a week ago

How do I assign a BPAY reference to a tenant for rent payment?

A tenant has opted to pay rent via BPAY, time to set it up.

Written by Peti Vovos
Updated over a week ago

Supplier Account Details

As a Property Manager, how do I enter new account details against a Supplier?

Enter the account details for a new supplier or update account details of an existing supplier.

Written by Kristy Lewis
Updated over a week ago

As a Manager, how do I enter and approve a Supplier's account details?

Enter and/or Approve the account details Awaiting Approval against the supplier.

Written by Kristy Lewis
Updated over a week ago