Kolleno

This article describes the basic permissions required for a NetSuite connection, as well as how to add the SuiteApp.

How to connect your NetSuite instance with the correct permissions?

This article will go through the steps in order to install the Kolleno SuiteApp for NetSuite

Install the Kolleno SuiteApp for NetSuite

Automatically reconcile the payments and payouts in NetSuite to keep your General Ledger up to date.

Reconcile payments automatically in NetSuite

By connecting to NetSuite you are ensuring that your invoices and payment data are always up-to-date

Kolleno and NetSuite

Find the internal ID of a NetSuite field to pull it into Kolleno.

Find a NetSuite field internal ID

Map your Kolleno account to a specific NetSuite subsidiary.

NetSuite subsidiaries in separate accounts

How is the NetSuite Payment Memo field used

NetSuite Payment Memo field

Will the first name, last name, and position from NetSuite contacts get into Kolleno to be used in emails?

Get the contacts details from NetSuite

Kolleno offers the capability to import customer contact persons' details directly from the NetSuite customer object.

NetSuite contact details at Customer level

Keep your NetSuite accurate and up-to-date on the status of payments.

Unapply NetSuite payments on chargeback or late failure

If you deleted an invoice in NetSuite, you will need to read this article.

Invoice Deleted in NetSuite

If a contact working for one of your customers needs to be removed, mark them as inactive.

Mark contact as INACTIVE in NetSuite

Kolleno’s real-time sync keeps your data accurate and up-to-date with your NetSuite instance.

How often does Kolleno synchronizes with NetSuite?

Use an alternative PDF as the official PDF document of your invoices.

Using Non-NetSuite Generated PDFs for Invoices

Understand what happens in Kolleno when you delete a record in NetSuite.

Deleted Records in NetSuite

Keep your customers hierarchy in NetSuite and have it reflected in Kolleno.

NetSuite Sub-Customers imported as Customer Group

Find out how Kolleno will keep your customers' balances in synch with the Journal Entries.

Synchronize NetSuite Journal Entries

Ron Danenberg

All the details about Kolleno integration with NetSuite 

NetSuite

Activate the OpenID Connect (OIDC) Single Sign-on Feature in NetSuite

Choose the users and roles who can access Kolleno via NetSuite OIDC.

Allow users to use NetSuite Single Sign-In (SSO)

Connect to Kolleno with your NetSuite user.

Connect via NetSuite SSO as OIDC provider

NetSuite OIDC

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Track the progress of all tickets related to your company.

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