Kuhlekt

Using Tables Searches and QBE

In addition to the search facility in the main menu bar each table has search and Query by Example searches. To search using th QBE process click the “Search” button on the account menu bar. This will open the QBE line where you add examples into as many fields as…

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Dashboard

Dashboard Let cover off the User, Region and Collector functions in this tip. 1. These tabs indicate different companies or regions that are within your organization, from here if you are provided access you can click between them. 2. Select to display the dashboard data either as a complete region…

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Invoice Copy Receiving

Kuhlekt accept copy invoices from clients to facilitate client self-serve in the portal, and also to add to the emails being sent from within Kuhlekt. We receive the copy invoices either throughout the day or in batches later in the day. Kuhlekt have a programmed job which runs hourly checking…

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Default Card / Bank account

Kuhlekt provides the ability to store multiple cards or bank accounts registered in a processing company database against a customer. The set default is related to that particular payment method means that if “Enable direct debit” is set, it will use the default entry. The tick indicates that the payment…

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Keywords

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Accounts – Payments – Credit Card – Expiry reminders

Kuhlekt pro-actively reminds the card holders of direct debits or stored card details of the impending approach of the expiration of their cards. Kuhlekt on the 27th of each month we send an email to all portal users with cards expiring at the end of the month asking them to…

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Using Tables Searches and QBE

Dashboard

Invoice Copy Receiving

Default Card / Bank account

Keywords

Accounts – Payments – Credit Card – Expiry reminders

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