The complete collection of Kloo training resources

Below you'll find links to interactive demos to help you get the most out of the Kloo platform

๐Ÿ’ป General overview

General overview (for all users)

๐Ÿ’ณ Cards

Requesting a new card (for all users)

๐Ÿงพ Accounts payable

Creating a purchase request (for all users)

Uploading an invoice (for all users)

Purchase approvals (for all users)

Audit log and matching (for all users)

Payment runs and remittances (for OAs and FAs)

Marking invoices as paid (for OAs and FAs)

Setting up a payment run (for OAs)

Finding your unique AI email addresses (for all users)

๐Ÿ’ฐ Funds

Kloo funds (for OAs and FAs)

โš™๏ธ Settings

Inviting a new user (for OAs)

Resending user invites (for OAs)

Smart approvals and mapping (for OAs)

Adding custom fields (for OAs)

Configurations (for OAs)

Supplier management (for OAs and chosen FAs)

Open banking set up (for OAs)

Changing which FAs can add/amend suppliers (for OAs)

Adding purchase request creators (for OAs)


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