Rello

Christiaan Lok

Find out about new features we're continually releasing into the platform

New feature releases

We've rebuilt the HPP functionality to support "pay-later" and more

Hosted payment pages

We've updated the way you view & manage templates

Managing templates

We've updated how you manage integrations with CRMs

Managing integrations

We've simplified the way you manage user access within the portal

User permissions

We're continually updating the user interface to simplify things

Various interface updates

May 2024

View SMS/email sent from Rello related to payment & funding requests

Communications log

Enable automated reminder SMS/email to your customers on unpaid payment requests

Automated reminders

June 2024

Set the date Rello disburses funds from a payment request

Set a disbursement date on a payment request

Edit/correct a payment request after it has been created

Edit a "pending" payment request

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

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

Features & updates released in September 2024

September 2024

Agent portal

Partner portal

API docs

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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