Griffin Walkthrough/New User Guide

Now that you have your logins, this guide will show you how to manage your Griffin client account through the Calmony dashboard.

Section of the account

Overview

• The 'Overview' section is your landing page after login
• Shows transaction history for the last month by default
• Use 'From' and 'To' date selectors to view different periods
• Search box allows searching by dates, amounts, references, or names
• Click small black arrows next to transactions to view additional details like payer/payee information

Payees

Payees are anyone you can pay from the account (landlords, contractors, deposit schemes, trading accounts etc.). To add a new payee:

1. Click 'Add' in the top right
2. Select 'Payee Type'
3. Enter required information (minimum of surname for initial save)
4. Click 'Save and Close'
5. Edit the payee record to add additional information

For information about verifying payees, please see our Calmony Verify Process Guide.

Payments

Once a payee is verified or AML exempted, you can make payments to them:

1. From 'Payees' section, click 'Actions' on the relevant payee
2. Select 'Make Fast Payment'
3. Enter:
   • Reference (max 18 alphanumeric characters)
   • Amount
   • Authenticator App Code (second code in your authenticator app)
4. Click 'Make Fast Payment'

Payments are processed 24/7 and usually complete within 5 minutes.

Fast Payment Section

• Shows log and status of all payments
• Displays last 30 days by default (adjustable with date range selectors)
• Click black arrow next to payments for additional details
• Green status indicates completed payment
• Red status indicates failed payment
• Failed payments will show reason in the 'Log' (usually incorrect bank details)
• Failed payments must be recreated after correcting any issues
• Contact [e-mail] for help investigating payment failures

Bank Statements

• Generate automatically on the 1st of each month for the previous month
• Available for download at any time
• Access via 'Account Monthly Statements' section
• Click desired statement to download

Important Notes

• Payments are subject to daily and per-transaction limits
• Contact your account manager if you need limits reviewed
• Keep your authenticator app codes secure
• For verification queries, see our Calmony Verify Process Guide

For any queries not covered here, please contact [e-mail] and a team member will respond within 1 working day.