Product updates

Find out about the latest releases and updates within the Kolleno platform.
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All Integration
  • Smart Fields for Templates
  • The update introduces new Filters
  • Stripe
  • United Kingdom – March 6th
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  • MSD 365
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  • Xero
  • Clio
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Enhanced Reconciliation, Reporting, ERP workflow actions, and Integrations

Discover Kolleno's latest: credit notes in NetSuite, new reports, better invoice tagging, and more.

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New Filters, Smart Fields, Refunds, Automation

The update introduces new Filters, Smart Fields for Templates, and enhanced NetSuite integration. Workflows now send emails/SMS immediately and show triggering record levels. Templates can send invoices without PDFs. Stripe payment refunds are now supported via Kolleno.

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Workflow changes and new Timeline

Automate payment workflows for chargebacks, failed payments, and successful transactions. Assign tasks, streamline email handling, and access a revamped timeline UI.

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Two Factor Authentication and Bulk Actions

Ensure your data is secure by enforcing 2FA on all your users. Make your life easier with bulk actions and improved synchronization with NetSuite, Xero, and QuickBooks.

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Credit Limits and Credit Notes Refunds

Kolleno updates include task creation, credit limit settings, redesigned Task Manager, improved bank reconciliation, and expanded Open API for better financial management.

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