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Box & Dice integration: set disbursement date to "campaign start date"
Box & Dice integration: set disbursement date to "campaign start date"

Automatically set the disbursement date for a payment request to the "campaign start date" set on the matching record in Box & Dice

Christiaan Lok avatar
Written by Christiaan Lok
Updated over 3 months ago

Related to the edit disbursement date change, you can also have the disbursement date for a payment request be automatically set to the campaign start date configured in your Box & Dice CRM.

To enable this feature:

  1. Navigate to Settings, Integrations

  2. Tap "Settings" on the Box & Dice integration

  3. Scroll down to the default settings and toggle on the new setting

  4. Save your change

This setting will be disabled by default - once enabled though:

  • It will apply to all payment requests created via the Box & Dice integration

  • If no "campaign start date" is configured at the time the payment request is created, Rello will default to same/next business day disbursement

  • The disbursement date can be no more than 60 days from the date the request is created, or activated - if the date set in Box & Dice is greater than 60 days into the future, Rello will set disbursement for 60 days into the future.

We'll be updating the Box & Dice settings interface in the next release to allow more detailed configuration & control options here, so watch this space.

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