Learn about Confido's latest integrations and features.

Changelog

22 April 2024

Cash Application and Deductions πŸ’°

  • Added expand check items on check page
  • Improved Amazon check remit mapping fields
  • Resolved UNFI East weekly retailer/reason regressions
  • Enhanced expand check page line item

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Trade Promotion Management πŸ—“οΈ

  • Created lock forecast version and associated promotions functionality
  • Improved promotion analytics charts
  • Enhanced promotion match only on planning group retailers

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Other Improvements Β πŸ“Š

  • Added approval status filtering to clearing
  • Created quick action to launch SKU
  • Fixed non-deterministic ordering in probabilistic mapping

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15 April 2024

Cash Application and Deductions πŸ’°

  • Fixed bug to ensure deduction backup isn't grabbed twice for Supervalu
  • Improved planning group matching for deductions

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Trade Promotion Management πŸ—“οΈ

  • Updated promotion matching to the filter based on retailer/planning group/distributor
  • Added audit logs for promotions
  • Added Ship To column in Trade Calendar list
  • Created check month filtering on accruals

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Other Improvements Β πŸ“Š

  • Enhanced sum aggregation in Forecasting UI
  • Fixed Quickbooks desktop security bug
  • Improved weekly forecast planning

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8 April 2024

Cash Application and Deductions πŸ’°

  • Improved email processing time and autosplitting
  • Enhanced deduction table expand view

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Trade Promotion Management πŸ—“οΈ

  • Added history and change tracking for trade promotion events
  • Converted promotions to only have one planning group
  • Added forecast velocity in units/weeks in addition to units/months
  • Added View and Edit Forecast quick actions to the sales dashboard
  • Enhanced trade filtering to include child planning groups
  • Improved proportioning of promotion lifts across forecasts
  • Created total column for forecast rows

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Other Improvements Β πŸ“Š

  • Enhanced indications if planning groups are collections
  • Fixed duplicate email processing
  • Added export for Confido reason / GL mapping

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1 April 2024

Cash Application and Deductions πŸ’°

  • Created validation that check total is non-negative before pushing

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Trade Promotion Management πŸ—“οΈ

  • Added support for multiple product families in trade calendar import
  • Fixed prospective promotion changes or forecast edits
  • Enhancements in promotion status actions on sales dashboard
  • Added grouping by sales owner / promotion item in accruals report and trade rate table
  • Created the ability to show trade spend in trade calendar export
  • Improvements in linking promotion item status to approval status
  • Added rejected option to promotion item approvals

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Other Improvements Β πŸ“Š

  • Enhancements in forecast default pinned views

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25 March 2024

Cash Application and Deductions πŸ’°

  • Enhancements in creating and renaming columns for MCBs
  • Improvements in vendor chargeback performance

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Trade Promotion Management πŸ—“οΈ

  • Added full year, bulk promotion planning
  • Added saved views
  • Added product family filter to trade list and calendar view
  • Added retailer lingo on promotion creation for all retailers

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Other Improvements Β πŸ“Š

  • Enhancements in sales forecast CSV download formatting
  • Created pinned views to forecasts
  • Redesigned integration table

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18 March 2024

Cash Application and Deductions πŸ’°

  • Fixed clearing bug when splitting out new check items
  • Add mapping table for retailer specific reason/type

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Trade Promotion Management πŸ—“οΈ

  • Created hierarchical planning groups on Trade Calendar
  • Added explanatory text for promotion performance UI
  • Added hide select promotion fields for sales users
  • Improved bulk promotion creation UX
  • Added customer as a grouping option for the trade spend summary table

Other Improvements πŸ“Š

  • Switched module restrictions to access
  • Created ability to map chain names to retailers
  • Enhanced formatting for CSV download

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