Once your domain and API key have been verified, proceed to confirm default settings for the Box & Dice integration - these are the settings we'll apply to your existing offices by default (you can change these in the next step) and to new offices that are added to Box & Dice but not yet configured in Rello:
You must select a bank account (verified within Rello when you onboarded) to RECEIVE funds from Rello by default
You can optionally set one or multiple email addresses to receive notifications about payment requests by default - if no email address is provided here, no notifications will be sent to you unless later configured for an individual office (we'll continue to email vendors, however)
You can toggle an additional setting to send notifications to the Box & Dice user who initiated the payment request, in addition to or instead of the default
You can optionally set one or multiple email addresses to receive remittance advice for each approved payment requests by default - if no email address is provided here, no remittance advice will be sent to you unless later configured for an individual office
You can toggle an additional setting to send remittance advice to the Box & Dice user who initiated the payment request, in addition to or instead of the default
Scrolling down to view the next group of settings:
You can set a default value to use as a reference on bank transfers sent to you from Rello for approved VPA agreements
"B&D ledger" will enable Box & Dice to automatically reconcile the payment, if you're using Box & Dice's accounting module to import bank statements
"Property address" will use as much of the street address as will fit
You can append an indicator to the bank transfer reference to further indicate if the funds received were for a VPA finance agreement (PLTR, for "pay later") or a direct card/EFT payment (PNOW, for "pay now")
Useful for quick reference within Box & Dice's accounting module
You can optionally set the disbursement of funds from Rello to you to be on the "campaign start date" instead of Rello's default of same/next business day from approval
You can now proceed to configuring individual office settings.