The Confido Change Log

Week of August 3rd, 2026

Everything new and improved this week, grouped by area. Plain-English notes on what changed for you.

Forecasting & Demand Planning

• Deep links into the Demand Planning workspace - There was no way to link someone straight to a specific spot in the demand planning workspace; from a report you had to navigate the tree by hand every time. Links can now carry planning coordinates (planning group, distribution center, product, and more) and drop you directly onto the matching node, with a notice if the target does not exist in the active version.
• ‍Planogrammed stores improvements - Planogrammed store counts could silently fall back to the forecast's own store numbers, creating circular logic that skewed distribution recommendations, and stores could not be managed for future periods. The forecast fallback is removed and planogrammed stores can now be edited for future periods, so recommendations reflect real distribution rather than echoing the forecast.‍
• Demand planning exports round-trip with uploads - Customer names in the workspace export were buried inside the Distribution Center column and period headers used a different date format than the adjustments uploader, so editing and re-uploading a plan meant reshaping the sheet every time. Customer is now its own selectable export column and exported headers match the upload template, so you can export, edit, and re-upload without extra mapping steps.

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• Demand Planning workspace stays responsive on large catalogs - Large demand planning workspaces could exhaust browser memory and crash the tab when selecting items, because the page re-processed the full product list for every cell in the grid. That work now happens once and is shared across the page, so the workspace stays responsive on big product catalogs.
• ‍Faster scenario plan merges - Merging a scenario plan could stall for hours on the forecast-linking step and end up marked stale before it finished. The redundant work behind that step is removed, so large scenario merges complete reliably and dramatically faster.‍
• Faster bulk recommendation acceptance - Accepting a large batch of forecast recommendations could take a very long time, because services re-initialized and data reloaded once per recommendation. That work now happens once per batch, so bulk accepts run noticeably faster.

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• Faster forecasting data loads - Opportunities with many growth factors loaded related data one at a time, and suggested planning-group matches during depletion file processing could take about a minute on the largest files. Both now load in bulk; the largest production depletion file went from about a minute to a few seconds with identical results.
• ‍Under-plan forecast alerts now fire - Forecast discrepancy alerts could stay silent even when a sales plan was drastically below the statistical model, because the old comparison could never cross the threshold from below. The comparison now measures distance in both directions, so being far under the model alerts just like being far over, and periods where either side is zero are skipped instead of firing noise.‍
• No more negative forecasts - A stale adjustment could push the final forecast below zero, which never makes sense for planning, supply, or reporting. Final forecast values are now floored at zero everywhere they appear, including the workspace, alerts, and exports.

• Fiscal-year totals match the cells - For base-forecast rows that were not the applied method, the fiscal-year total could sum a different number than the monthly cells displayed, showing a tiny total under large monthly values. The total now sums the same values the cells display, so the row adds up the way it reads.
• Outlier View Details keeps your filter - Clicking View Details on an outlier could throw away your All Groupings filter and jump the panel to a different customer than the one you were reviewing. The panel now keeps your grouping filter, so you land on the outlier you actually clicked.
• Accurate rollups with stacked groupings - In demand planning views built with multiple stacked custom groupings, rollup rows could show inflated shipment actuals because the levels were combined as either-or instead of both. Selections are now intersected per grouping, so each row shows only its own data.
• Direct order uploads show up reliably - Some companies found that direct orders they uploaded never appeared in the app, because uploads reassigned distribution centers without checking whether the company distributes across DCs at all. Uploads now respect that setting, so uploaded order records show up as expected.
• Ship To rows appear with DC apportioning - For companies apportioning by distribution center, rows newly added to the Ship To forecast could fail to appear. New rows now fall back to the All Other DC grouping automatically, so they show up right away and Ship To forecasts stay complete when adding customers.
• Forecast recommendations refresh after new actuals - For companies whose consumption actuals flow in automatically, previously dismissed forecast recommendations never came back, so new data could arrive without fresh recommendations appearing. Uploading new actuals now resets those dismissals, so recommendations reflect the latest data.
• Copied forecast versions start complete - Newly copied forecast versions could be missing the promotion volume data that should carry over, leaving forecasts incomplete. Copying a forecast version now refreshes all promotion units so the new version starts with complete data.
• Forecast reporting respects your opportunities setting - If your team keeps opportunities turned off, consumption forecast reporting could still include opportunity volume behind the scenes, inflating totals so the report disagreed with the forecast page. Reporting now respects your opportunities setting, so totals line up with what you see on the forecast page.
• Whole-number validation on direct order uploads - Direct order forecast uploads containing decimal values could fail, since order quantities are stored as whole units. The upload template now flags fractional values up front and failed uploads record a clearer error message, so you can catch and fix bad rows before they block your upload.

Supply Planning

• Run and track Supply Planning data syncs - Keeping a supply plan in step with the latest ERP data and demand forecast used to happen invisibly, with data flowing in whenever uploads landed and on-demand refreshes requiring behind-the-scenes help. The Supply Planning workspace now has a sync control with live progress, a picker for which lines and data sources to pull, and a history log showing each run's step-by-step results. Data rows also show a Synced X ago hint, and automatic upload-triggered updates are replaced by explicit syncs, so refresh timing is in your hands and data freshness is always visible.

• Set the true date on inventory snapshots - When ERP on-hand inventory figures were stale, synced snapshots were still stamped with today's date, misrepresenting when the data was actually true. A new optional anchor date in the sync options lets you stamp the snapshot with the date the inventory really reflects, keeping supply plans honest about data freshness.
• Streamlined version selection in Supply Planning - Version selectors at the top of the supply planning workspace took up space and caused confusion in day-to-day use. Version selection now lives in a compact header menu that also supports renaming versions, and it stays hidden when there is only one version.

Disputes

• Failed events stand out on the dispute timeline - The Failed indicator on dispute timeline cards used a thin outline that blended into the header and was easy to miss. It now uses a filled style with a light red background and a warning icon, so failed events stand out immediately when reviewing a dispute's history.‍
• Delete check line items even with submitted disputes - Deleting a check line item was blocked if it had a submitted dispute attached, leaving users stuck. Deleting a line item now removes its disputes as well, with the deletion recorded in audit history, so cleanup no longer requires support intervention.‍
• Distinct dispute status colors - Several dispute sub-statuses on the disputes dashboard used duplicate dot colors, making them hard to tell apart at a glance. Every sub-status within each tab now has its own distinct color, so scanning dispute states across the Submitted, Approved, and Archive tabs is easier.

Deductions & Cash Application

• Off-invoice rates on deduction rows - Matching off-invoice deductions to the right promotion was slow because deduction rows never showed the per-unit rate. Off-invoice rows now include quantity and the per-unit rate, making it much easier to tag these deductions to their promotions.
• Faster cash application check list - The cash application check list could take over six seconds to load for accounts with thousands of checks. The page now fetches its data far more efficiently; in testing on the largest accounts, load times dropped from over six seconds to well under a second.
• CVS ImageSilo backup linking fixed - CVS backup documents from ImageSilo often arrive before their check does, and since they carry no check number yet they never attached to the check line item. Those backups now link correctly, and previously orphaned ones can be attached retroactively.
• Deduction file downloads open correctly - Downloading certain distributor deduction files that arrive as spreadsheets produced an unusable file, because the download pointed at a converted copy. Downloads now serve the original file exactly as received, so it opens correctly.
• Deductions show their stored GL selection - When a reason's GL mapping changed in the Chart of Accounts, the deduction drill-in silently displayed the new mapping while the list still reflected what was saved, so the two views disagreed. The drill-in now shows the GL selection actually stored on the deduction, with a note when the reason's mapping has since changed.

TPM

• Faster trade pages on large accounts - Several trade surfaces slowed down on data-heavy accounts: opening a promotion could take seconds, trade metrics loaded a company's entire forecast dataset even when cached results made that unnecessary, the accruals table scanned more data than needed, the account planner rebuilt the same pricing data repeatedly, and discontinuing several products triggered thousands of redundant operations. Each path was reworked to do the work once and only when needed; in internal testing, large accounts saw loads drop from many seconds to under a second on several of these pages.
• Reliable nightly promotion refresh - For accounts with very large promotion datasets, the nightly refresh of promotion units could fail partway through, leaving downstream numbers out of date. The refresh now uses far less memory so it completes reliably and overnight updates land as expected.
• Scenario merges complete on large plans - Merging a scenario into an annual plan could fail with an error partway through when the underlying data was large, blocking plan creation. The merge now runs far more efficiently and allows extra time for very large merges, and a failed merge leaves nothing half-finished.
• Scenario splits respect accrual methodology - When merging a scenario into promotions, promotions spanning multiple periods were always split by event date, ignoring the accrual methodology chosen for the promotion type. Splits now accrue to the periods the chosen methodology calls for, such as the buy-in date, so accruals from scenarios land in the right periods.
• Scenario plans stay complete when products go inactive - Scenario plans could show unexpected blank fields when products were marked inactive, which can happen automatically during product syncs. Inactive products now keep their data in scenarios and only their warning messages are hidden, so plans stay complete and accurate even when product lists change.
• Trade calendar shows correct ledger customer names - Companies that display customer names from their general ledger saw the wrong ship-to labels in the trade calendar table and its CSV export. Those labels now resolve to the correct ledger names, matching the fix made for accruals.
• Projected lift reasons always shown - When no line on a promotion qualified for a projected lift, the explanation was silently dropped, so identical lines sometimes explained themselves and sometimes did not. The reason (such as a missing target unit price) is now saved for every line, so users can always see why a lift could not be projected.

Platform

• Alert threshold in Settings - The company-wide forecast discrepancy alert threshold was buried inside the demand planning workspace, where admins outside that module could never find it. It now lives on a proper settings page at Settings, Alerts, with a card on the settings hub and a direct link from the workspace.

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• Directory status chips and reliable sorting - The Directory made it hard to see which customers were already mapped: status groups broke across pages, Active sorted last, and column sorting could scramble rows, so people exported to Excel just to count. A new chip strip shows whole-list counts for All, Active, New, Dummy, and Unmapped with one-click filtering, sorting behaves predictably, and the Status column itself is sortable.
• ‍Custom attributes in contact uploads - Bulk-uploading contacts through the Directory importer could not carry custom attributes, forcing manual edits after every upload. The importer now accepts custom attribute columns, so contact uploads land complete in one pass.‍
• ERP coverage page loads on large accounts - For companies with large invoice volumes, the ERP coverage page in Settings could hang or fail to load. The counting behind it was rebuilt to run in one pass; in internal testing, several large datasets that previously timed out now load.‍
• Manual uploads land under the right subsidiary - For companies with multiple subsidiaries sharing one accounting integration, manual CSV uploads of accounts, contacts, and items could be tagged to the wrong subsidiary regardless of the toggle selected. Uploads now map to the subsidiary chosen in the upload screen, so data lands in the right place from the start.‍
• Protection against stale brand sessions - Users with access to multiple brands could switch brands in one browser tab while another tab kept working on stale data, silently sending changes to the wrong brand. Each tab now detects when the active brand has changed, blocks the request before any data is touched, and prompts a refresh, so cross-brand mix-ups are stopped automatically.‍
• Route to market deletions complete cleanly - Deleting a route to market could fail with an error when forecast records still referenced it. The underlying reference now clears automatically on deletion, so route to market deletions complete cleanly.

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Week of July 27th, 2026

Everything new and improved this week, grouped by area. Plain-English notes on what changed for you.

Forecasting & Demand Planning

1. Bulk-upload demand plan adjustments: Adjusting a demand plan one cell at a time is slow when you're reconciling a whole customer or planning group. You can now upload those adjustments in bulk right from the workspace, mapped by customer or planning group and applied at the product or product-family level. Progress tracks in the Jobs panel, so large updates run in the background while you keep working.

2. Direct-order uploads can include distribution centers: If your direct-order volume is split across DCs, the upload couldn't capture that, so demand landed on the wrong ship-to forecast. The direct-order forecast upload now accepts a DC column, so each order flows into the correct ship-to forecast automatically.

3. Bulk reset of scenario forecasts: Clearing scenario values one cell at a time is tedious when you want to start a section over. You can now reset scenario forecast values in bulk, either by product family or for the entire forecast, in a single action.

4. Expand or collapse everything in scenarios: Opening grouped rows one by one makes it hard to see the full picture of a scenario. You can now expand or collapse every grouped row at once across the scenario forecast, product, and metrics sections.

5. Cleaner Sales Actuals upload: It was easy to upload Sales Actuals with the wrong columns and not notice until the numbers looked off. The upload now requires both Units and Base Units, and hides Base Units when you derive incremental units, so the upload always has the columns it needs to compute actuals correctly.

Supply Planning

6. Find products faster: Scrolling a long product list to find one SKU wastes time. The Supply Planning workspace now has a search box at the top, so you can jump straight to any product by name or SKU.

7. Edit shipper supply master data: Viewing and editing shipper master data used to depend on your unit-of-measure setting, and case-level data didn't always load. You can now view and edit that data regardless of your UoM setting, and case-level data loads correctly every time.

8. Accurate weeks-on-hand for monthly plans: Companies that plan in months were seeing incorrect on-hand coverage, alerts, and suggested orders because the math assumed weekly periods. Weeks-on-hand and everything downstream now calculate correctly for monthly plans.

Disputes

9. Submit Kroger disputes directly: Kroger deductions used to be stuck on a manual tracking form, adding steps to every filing. You can now dispute Kroger deductions straight through Confido, and the supported options stay up to date automatically so you're always filing with the right choices.

10. Track disputes filed outside Confido: Disputes your team files directly in a retailer's portal used to be invisible in Confido, leaving gaps in your tracking. Confido now discovers and pulls in disputes filed outside the platform for Target and KeHE, with their full history, so everything lives in one place.

11. Find archived disputes in search: Archived disputes were hard to locate once they left your active workbench. Searching from the All tab now surfaces archived disputes by invoice, check, or PO number, and the Archive tab drops a redundant Status column.

12. Disputes table enhancements: The disputes table now does more at a glance: combined status pills, helpful tooltips, action-required counts, and clearer search across invoice, check, and PO numbers, so you can prioritize what needs attention without digging.

13. Clearer dispute submission failures: When a resubmission or follow-up failed, disputes were wrongly marked Incomplete, which was confusing to act on. Failures now show a clear red Failed status in the timeline, with guidance to contact support, so you know exactly what happened and what to do next.

14. Accurate dispute tracking across retailers: Pulling in an outside retailer's dispute could overwrite the details of one you'd filed in Confido, throwing off statuses and amounts. That can no longer happen, so your dispute records stay accurate across retailers.

15. Approved disputes stay approved: An approved dispute could flip back to Denied when the retailer's portal closed the case, understating your recoveries. Approved disputes now stay approved, so recovered dollars report correctly.

Deductions & Cash Application

16. History on deduction details: When a deduction is tied to the wrong promotion, it's hard to see how or when that happened. Deduction Details now has a History panel that tracks every change to a deduction's linked promotions over time, showing who made each change, or "Confido Auto-match" when the system did it. Your team gets a clear audit trail for resolving disputes and reconciling spend.

17. History in Cash Application: Cash Application now carries that same history view on deduction line items, so you can see how promotion tags changed over time without leaving the page, with cleaner, easier-to-read audit entries.

18. Deductions page remembers your filters: Re-applying the same filters every time you returned to the Accruals Deductions page was a small but constant annoyance. The page now remembers your last-used filters when you navigate away and back, and date filters get a Clear button to remove them in one click.

19. Sortable Reason column in bulk update: Finding the right reason in a long list during a bulk update meant a lot of scanning. The Reason column in the Bulk Update Deductions window now sorts alphabetically when you click it.

20. Duplicate check protection: For certain custom customer setups, a check delivered more than once could be ingested twice, creating duplicate deductions to clean up. Confido now detects repeat deliveries and ingests each check only once.

21. Correct amounts on check payments: Payments that included re-pays and pre-pays could push to your accounting system with rounding errors, causing checks to fail on send. Those amounts now round correctly, so payments go through cleanly.

TPM

22. Contract Attached column in Trade Calendar export: There was no quick way to see which promotions had a supporting contract without opening each one. The Trade Calendar CSV export now includes a Contract Attached (Yes/No) column, so you can spot missing documentation across your whole calendar at once.

23. Consistent promotion validation: Creating a promotion could behave differently depending on where you started, leading to inconsistent results. Promotion creation now runs the same validation across every entry point, and distributor promotion drafts can be tied to a customer rather than a planning group.

24. Corrected trade rate on targets: The trade rate on trade-planning targets was calculated incorrectly, making spend look off relative to revenue. It now correctly reflects spend as a percentage of revenue, so your targets read accurately.

Platform

25. Connect the UNIS WISE portal: You can now connect a UNIS WISE account directly from the Integrations screen with a username and password, bringing that data into Confido without manual workarounds.

26. Walmart connection health at a glance: It was hard to know whether a Walmart connection was still valid until something broke. The Integrations screen now shows when a Walmart token was issued and when it expires, with a clear valid or expired indicator, so you can catch a lapsing connection early.

27. Faster loading across promotions, accruals, and check remittances: Several heavy pages were slow on large accounts. Promotion summary counts, the promotions and accruals tables, check-remit data, and large promotion copies now load significantly faster, up to about 40x faster on some accounts.

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Week of July 20th, 2026

Everything new and improved this week, grouped by area. Plain-English notes on what changed for you.

Forecasting & Demand Planning

1. Adjust Confido Best Fit from the recommendation card: Jump straight from a forecast recommendation into settings to change how Confido Best Fit is calculated and which accuracy measure it uses. Contact your CSM to try it out.

2. Demand Planning workspace polish: Cleaner backtest chart labels, a tighter strategy dialog, and better row spacing across the workspace.

3. Strategy previews for weekly companies: Multihorizon strategy previews now render for companies on a weekly cadence.

4. Saved views keep your filters: Saved and pinned forecast views now keep their filters, so a view stays applied after you navigate away.

5. Forecast loads with custom attributes: Fixed an error that stopped the sales forecast from loading after certain custom product attributes were added.

6. Forecast loads with deleted products: The sales forecast now loads reliably even when a product it references has been deleted.

7. Complete seasonality curves: Fixed a missing week in seasonality settings, so every week shows when editing a planning group's seasonal curve.

8. Remove your own innovations from a plan: Remove an innovation you launched in the demand plan yourself, instead of asking Confido to delete it. Demand Planning › Workspace › node "⋯" menu → Remove innovation (appears on innovation nodes).

Supply Planning

9. See where dependent demand comes from: See demand for component items, driven by the finished products that use them.

10.Dependent demand stays in sync: Dependent-component demand now refreshes automatically the moment you change a parent item's supply.

11.Ending Inventory moved to the top: Ending Inventory now sits at the top of the Final Supply Plan section, so it's easier to find.

12. Export supply planning data: Download supply planning transaction data (inventory, sales orders, purchase orders) to reconcile against your own records. Supply Planning › Data Ingestion

13. Faster workspace load: The planning workspace loads as soon as versions resolve, showing a navigation skeleton instead of a full-page spinner.

Disputes

14. Clearer dispute statuses: A new "Held for Review" status and a more accurate "Awaiting Docs" make it clearer why a dispute is where it is.

15. Bulk restore disputes: Restore multiple archived disputes at once instead of one at a time. Accounting › Disputes › Archive

16. Sort your disputes workbench: Sort the Needs Review workbench by customer or amount, with amounts shown on each row. Accounting › Disputes › Needs Review

17. Accurate archive activity log: Auto-archived or restored disputes now correctly show "name" in the activity log instead of "User". Accounting › Disputes (timeline)

Deductions & Cash Application

18. Reason-code changes update financial dimensions: Changing a deduction's reason code now correctly updates the associated financial dimensions in Clearing.

19. Fixed editing custom field rules: Fixed an error when editing custom field rules that use a Retailer Region filter in GL accounting settings.

20. Readable deduction backup toolbar: Long backup file names no longer overflow the buttons on the deduction backup viewer. Accounting › Deductions › (open a deduction)

21. Opportunities page handles case-size mismatches: Fixed a crash on the Opportunities page when a product's case sizes don't match, so the page stays usable.

TPM

22. Clearer promotion upload errors: The error shown when a promotion upload is missing required information now clearly explains what to fix.

Platform

23. Price not-yet-launched products: Set the case price for products that aren't active yet, which were previously hidden and uneditable. Account menu (avatar, bottom-left) › Products › Pricing (Lifecycle filter)

24. Edit product families without an ERP: Edit product family details directly in Confido when your products aren't synced from an ERP. Account menu (avatar, bottom-left) › Products › Sellable Unit tab › Manage Product Families

25. Redesigned alerts triage inbox: The alerts page is now a triage inbox you can sort and rank by severity across modules. Alerts (notification bell → View all)

26. Alert links land in the right place: The "View in workspace" link on forecast-discrepancy alerts now lands on the exact item, not the top group. Alerts → "View in workspace"

27. Clearer email setup: Clearer accounts-receivable email setup, with helper text and a tooltip so you enter the right sender address the first time. Directory › customer/vendor › Accounting tab

28. Export team roles and permissions: Export a CSV of all active users and their roles and permissions for access reviews. Account menu › Team

29. Correct table paging: Table page navigation now shows the correct number of pages when the underlying data changes.

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