Enhanced Workflows, Reporting Precision & Easier Integrations

Goodbye summer, hello smarter workflows, sharper reporting, and smoother integrations.
Kolleno is delivering a new wave of product updates to help your team work smarter and faster. This release adds major product enhancements that improve visibility, flexibility, and control. You’ll also see UX improvements such as a collapsible menu bar and bulk actions that simplify daily tasks.

Let’s dive deeper into each one:

🧼 Sleeker UI & Navigation

Work with a cleaner interface designed to maximize focus and screen space.

• Collapse Menu Bar: A new toggle lets you collapse the left-side navigation, giving you maximum screen space when reviewing reports or customer timelines.

🤖 AI-Powered Email Drafting

Draft professional emails faster with AI suggestions tailored to each customer’s history, tone, and language.

• Intelligent Email Drafting with Multilingual Support: The assistant automatically adjusts to your brand voice and includes relevant invoice details, payment context, and prior conversations — reducing manual effort while improving consistency across communications. The multilingual support ensures communications are always on point, no matter the customer’s language.

⚙️ Workflow Enhancements

Workflows are more flexible, targeted, and easier to schedule—giving you greater control over timing and triggers.

• Target Specific Payments in Workflows: Target specific payments with tailored workflow actions for greater accuracy in timing and triggers.

• Explore the Full List of Available Workflow Triggers: Get full visibility into every filter and trigger option so that you can build smarter, more precise automations.

🧠 Rich Text Editor & Smart Fields

Personalize your templates with smart fields.

• Use Smart Fields with Company ID in the Editor: Personalize communication templates with company-specific fields, helping you maintain consistency without manual input.

👥 Smarter Contact & Portfolio Management

Keep customer data cleaner and more actionable with streamlined tools.

• Add Multiple Email Addresses to a Contact: Store multiple email addresses under one contact, ensuring you always reach the person if there are multiple emails that they should be contacted by.

• Duplicate Contact Records: Reduce repetitive data entry with quick contact duplication, especially when similar contact structures appear across the customer.

• Export Customers in a Portfolio: Generate a list of all customers within a selected portfolio—perfect for team reviews or reporting.

📊 Reporting Upgrades

Track, analyze, and share insights with ease.

• Save and Share Report Filters: Standardize report filters for quick access and share them across your team for consistency.

• Detailed Productivity Report: Measure task and email response times by team member, giving you clearer insights for daily operational reporting. 

• Workflow Versions Report: View historical changes to your workflows—supporting internal audits and troubleshooting when logic evolves over time.

✅ Task Manager Enhancements

Stay on top of changes.

• Task Modification History: See who last updated a task for improved traceability and ownership across your team.

🔁 NetSuite Integration Enhancements

Greater control over your ERP sync and visibility into integration performance.

• Disable NetSuite Contact Record Sync: Optionally stop syncing contact records from NetSuite to Kolleno when manual control is required.
• Files from ERP (NetSuite): Understand how documents are transferred from NetSuite into Kolleno and where they appear in the system.

• Update NetSuite Records via Workflows: Trigger updates to NetSuite fields directly through workflows configured in Kolleno.

• Expanded Record Types for NetSuite Updates: View which NetSuite record types (e.g., invoices, customers) can be updated via Kolleno automation.

🧾 Business Central Enhancements

Improved reference visibility for synced records.

• Invoice Reference in Business Central: Keep invoice references as they appear in Business Central, ensuring clearer audit trails and reconciliation.
• Credit Note Reference in Business Central: Credit notes now carry over their original Business Central references, making adjustments clearer and easier to track.

📥 Customer Balance Calculation Filters

Refine how customer balances are calculated using invoice-level filters—configured with support.

• Invoice Filters for Customer Balances Calculations: Control customer balances by excluding disputed, future-dated, or partially paid invoices from calculations.

📈 Data Management Support (Available via Support)

These are not self-serve features but can be enabled or executed by our support team upon request.

• One-Time Assignment of Positions to Persons: Assign roles like CFO or Credit Manager to multiple contact persons at once—especially useful when migrating or cleaning up data.
• One-Time Bulk Primary Marking of Persons: Mark primary contacts across accounts with support assistance—ideal for setup alignment after integrations or team restructures.

Stay tuned for next month’s updates!