Back

Product updates Salesforce AR Management

Files Storage, Audit Logs, Zuora Integration and more

James Holder • 27 May 2025 • 6 mins

We are excited to share a powerful lineup of updates designed to make your workflows smoother, your data clearer, and your collections more effective. From secure file storage and detailed audit logs to enhanced integrations and reporting tools, this release brings 16 new features that streamline operations, boost visibility, and give you greater control across the platform.

Whether you are managing customer documents, syncing subscription data from Zuora, or digging into invoice-level insights, there’s something here for every finance team.

Let’s dive into the summary of all new updates:

A closer look at each feature

1. Files Storage

Managing documents just got easier. With Kolleno’s new Files Storage feature, you can securely upload, organize, and share files directly within Kolleno—no more juggling emails or external tools.

Upload files to customer or invoice records
Control visibility — mark files as internal or customer-facing
Customer Portal access via a new Files tab
Quick email attachments from storage with one click
Attach files to workflow automated emails using tags
ERP file sync available from your NetSuite custom fields

2. Send-Only option for Microsoft 365 Inbox Accounts

You can connect your Microsoft 365 email address to Kolleno for sending emails only, without importing your inbox.

This is ideal if you want to send emails from your personal or departmental addres without syncing incoming messages into Kolleno.

3. Recover Completed Items from Collector Tasks Archives

You can easily recover completed tasks in your Collector Tasks list. Whether a task was responded to, dismissed, or snoozed, you can bring it back to your active queue.

4. Audit Logs

Kolleno offers Customer Audit Logs—a new feature that provides a detailed history of changes to key customer fields, enhancing transparency and accountability.

Comprehensive Change Tracking:
Monitor updates to customer fields such as credit limits, addresses, tags, and assigned users. Each log entry displays the changed field, previous and new values, timestamp, and the source of the change (User, ERP, System, or Workflow).
Accessible Audit Trail:
Navigate to Customer Hub > Configuration > Audit Logs to view the audit logs. Note that access depends on your user permissions; administrators can adjust these settings as needed.

5. Access Logs Report

Kolleno’s new Access Logs Report enhances transparency and security by tracking all user and customer activity on the platform. Available under Reports > Kolleno Insights, it logs key details like access time, IP address, device info, and specific actions (e.g. invoice downloads, portal access).

Ideal for security audits, customer support, and compliance, this report helps you monitor access patterns and resolve queries quickly.

6. Dynamic Table Filters for Reports

You can now apply the table filters you are used to, directly in the pre-built reports you love. That way, you can really fine-tune the data to report on.

Use “Field → Operator → Value” rules to drill into the data you need, then export a focused Excel file—complete with a Filters tab showing your criteria.

7. Custom Aging Bucket & Pinned Note for Detailed Aging Report

The Detailed Aging Report now displays both the Pinned Note and the Latest Note for each customer, giving your team clearer visibility into key account details directly within the report. This helps prioritize follow-ups with full context at hand.

Additionally, aging buckets in the report are fully customizable. Kolleno can tailor the breakdown (e.g. 0–30, 31–60, etc.) to match your internal reporting needs—just reach out to Support to configure it for your organization.

8. ‘Days Due’ Column for Invoices Table

You can now view, in addition to Days Late, the Days Due column in your invoice table using the Columns menu. Days Late shows how long an invoice has been overdue, while Days Due displays the number of days until or since the due date, including negative values for invoices due in the future.

This gives you clearer insight into both upcoming and outstanding payments at a glance.

9. Zuora integration

Kolleno integrates with Zuora, a world-leading subscription software, enabling seamless synchronization of your subscription billing data.

Automated Data Sync: Keep customer, invoice, and subscription data up to date between Zuora and Kolleno.
Secure API Connection: Utilizes credentials for a secure and reliable link.
Streamlined Workflows: Reduce manual data entry and ensure consistency across platforms.

10. Automatically Mark Clio Contacts as Inactive

Kolleno offers the ability to automatically mark contact persons as inactive when it comes from the Employee section of the Client.

11. Salesforce Deep Links and Smart Fields

We’ve upgraded Kolleno’s Salesforce integration to make your operations even smoother. You can now use direct deep links to open Salesforce records from Kolleno, saving time and avoiding context switching.

Smart fields from SF data let you pull Salesforce data dynamically into emails and templates, keeping your communication personalized and up to date.

We’ve also added support for one-to-many relationships linking to SF, so structures like parent-child accounts are properly represented in Kolleno. These improvements ensure richer context, more accurate data handling, and a tighter connection between your CRM and collections workflows.

12. Customer Group Settings

You can manage your customer groups by allowing you to pause chasing activities and set credit limits at the group level. The relevant filters are available for you to user in Customer Group level workflows.

Set Group Credit Limits and Monitor Utilization: Define a credit limit for a customer group to manage collective exposure. Kolleno automatically calculates credit utilization as a percentage of the set limit, helping you monitor and control credit risk effectively.

Pause Chasing for Customer Groups: Temporarily halt automated communications for an entire customer group without affecting individual customer settings. This is useful during disputes or special arrangements.

13. Change Default Role for New Users (from SSO)

New users signing in via SSO are now automatically assigned the Viewer role by default. If you’d prefer new users to join as Members or Admins, contact Kolleno Support to update your default role setting.

14. Invoice Payment Report Breakdown

Kolleno provides a detailed payment breakdown for each invoice, helping you track how payments and credits are applied. You will see:

Kolleno Payments: Transactions processed via payment service providers.
ERP Payments: Payments synced from your ERP system.
Credit Notes: Any applied credits.

15. Credit Notes – Full View across all Customers

You can now view all credit notes across your entire company in one place. The new centralized table lets you explore every issued credit note, regardless of customer, using dynamic filters and customizable table views. Quickly drill down by status, amount, date, or customer name to find exactly what you need.

Once filtered, export the table for reporting or offline analysis. This enhancement brings greater transparency and efficiency to credit note tracking, saving time and giving you complete oversight.

16. Customer Portal – Favorite icon

You can personalize your Customer Portal by uploading a custom favorite icon—a small icon that appears in the browser tab. This enhances your brand’s visibility and provides a more polished experience for your customers.

Once uploaded, the favicon will automatically appear for users accessing your Customer Portal.