Account Details & Payments

Everything you need to about how payments work in Kolmeo Pro

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

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 schedule?

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

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