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Managing Your Calmony (Griffin) Client Account

A step-by-step guide to transactions, payees, payments, and statements.

Now that you have your logins, this guide will show you how to manage your Griffin client account through the Calmony dashboard. The dashboard is organised into several key sections, each providing specific functionality for managing your client account: transaction history, payee management, payment processing, and account statements. 

Overview

The Overview section is your landing page after login and provides:

  • Transaction history for the last month by default
  • 'From' and 'To' date selectors to view different periods
  • Search functionality for dates, amounts, references, or names
  • Expandable transaction details (click the small black arrows next to transactions)
  • Detailed payer/payee information for each transaction

Tip: Use the circular refresh icon in the top right-hand corner to refresh the account.

Payees

Payees are anyone you can pay from the account, including landlords, contractors, deposit schemes, and your business/trading accounts.

To add a new payee:

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

Verification requirements: For information about verifying landlords, see How to Add and Verify a Landlord 

Payee record details: When you open a payee record, you'll see several tabs:

  • Personal Details (name, contact information)
  • Bank Details (for payment processing)
  • Notes (verification history and communication log)
  • Calmony Verify Status

Tip: to exit the payee profile, look to the top left-hand corner of the screen, where you'll see a cross next to the landlord's name - click this to return to the main overview page. 

Payments

Once a landlord payee is verified, you can make payments to them. You can make payments to other payee types (contractors and Deposit schemes, etc.) straight away.

To make a payment:

  1. From the Payees section, click 'Actions' beside 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'

Payment processing: Payments are processed 24/7 and usually complete within 5 minutes. You can track payment status in the Fast Payment section.

Fast Payment Section

This section shows:

  • A log and status of all payments
  • Last 30 days by default (adjustable with date range selectors)
  • Expandable payment details (click the black arrow)
  • Payment status indicators:
    • Green: Completed payment
    • Red: Failed payment

Failed payments: These will show the reason in the log (usually incorrect bank details). Failed payments must be recreated after correcting any issues.

For help investigating payment failures, contact support@calmony.co

Bank Statements

Bank statements are:

  • Generated automatically on the 1st of each month for the previous month
  • Available for download at any time
  • Accessible via the 'Account Monthly Statements' section

To download a statement: click the desired statement to download.

Important Notes

For any queries not covered in this guide, please contact support@calmony.co - a team member will respond within 1 working day.