QuickBooks – merge Customers
QuickBooks has a functionality to merge Customers. Kolleno can now handle this by also merging them automatically in Kolleno.
QuickBooks payout mapping with Supplier selection
When doing the QB reconciliation setup, you can select the Supplier (list coming directly from QB) so that the Payout will have its processing fees linked to it.
Custom Filters per Company
When you are getting onboarded, we can now create custom filters for you based on the data that comes from your accounting platform.
For instance here, a “Segment” filter coming from a custom field on NetSuite:
Pull NetSuite billing account
On demand, we can pull Billing Accounts from NetSuite and import them as Customers. They are automatically linked in Kolleno to the Customer they belong to in NetSuite.
Push chargeback to NetSuite as Credit Note
When a chargeback happens in Adyen/Stripe/GoCardless, Kolleno can detect it and automatically create a Credit Note in NetSuite.
Two-ways synchronization of payments IDs with NetSuite
It is possible to synch custom fields from NetSuite with Kolleno that hold customer IDs from Adyen/Stripe/GoCardless. That way, NetSuite can be the source of truth for tech companies like that also implement payment in their apps.
