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:
- Click 'Add' in the top right
- Select 'Payee Type'
- Enter required information (minimum of surname for initial save)
- Click 'Save and Close'
- 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:
- From 'Payees' section, click 'Actions' on the relevant payee
- Select 'Make Fast Payment'
- Enter:
- Reference (max 18 alphanumeric characters)
- Amount
- Authenticator App Code (second code in your authenticator app)
- 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 support@calmony.co 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 support@calmony.co and a team member will respond within 1 working day.
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