Kolleno Payments
This month’s update is all about clarity and control. We are introducing new dashboards to track team performance, and smarter logic to handle payment retries and customer pauses.
Let’s dive into what’s new.
👓 Actionable Reporting & Visibility
Flexible Report Scheduling: Automate your reporting by scheduling custom views for immediate distribution to multiple users at once.
Browser Tab Shortcuts: Multitask more effectively by opening any main navigation item in a new tab using standard browser shortcuts (Cmd+Click on Mac).
Contact Creation Timestamps:Track account activity and audit stakeholder history by viewing exactly when your team added a specific contact to the platform.
Agent Performance Dashboard: You can now visualize user activity with a dedicated dashboard that tracks manual communications, including emails and calls, to monitor and optimize agent performance.
Invoice-Level Audit Logs: Enhance compliance with detailed logs for every record. You can now access specific invoice-level audit logs to track every change made to a document.
⚡ Frictionless Reconciliation
Full Payment Source View: Gain total transparency with a complete view of all data details retrieved directly from your transaction data.
Expanded File Support (BAI2): You can now upload BAI2 files for bank transactions directly into reconciliation.
Auto-Remittance Suggestions: The system now automatically suggests invoices to match against payments from your uploaded remittance files, removing the need for manual file selection.
🧠 Automation Logic
Stripe Auto-Charge Retries: Maximize revenue recovery by building workflows that automatically retry auto-charges if a payment fails, now with full support for Stripe payments.
Smart Workflow Pausing: Maintain workflow continuity by pausing customers at a specific node whenever you disable chasing. The system resumes their journey exactly where it stopped once you re-enable their status.
🔗 Deeper Integrations
Creditsafe Integration: You can now pull customer credit scores and limits directly into Kolleno to inform your credit decisions.
QuickBooks Surcharges: The integration now pushes surcharges directly to your QuickBooks account as “Surcharge Revenue” for accurate revenue tracking.
NetSuite Sync Control: You can now request custom adjustments for your NetSuite daily synchronization directly through our support team.
⏭️ What’s Next?
We are already building a Task Manager (beta testing coming soon), alongside AI-Prompted Reconciliation Rules and AI-Driven View Filtering to let you instantly segment and manage your platform data.
Ready to try these features? 👉 Log into Kolleno
