The Confido Changelog

📣 Introducing Billbacks

Since not all trade spend will be deducted, and will be paid directly by the brand, Confido has developed a Bills feature to enable Bills to be uploaded and treated as deductions.

Features:

• Automatically pull in PDF attachments and create the bill
• Displaying bills / checks in the cash management table
• Submitting bills

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‍Cash Application and Deductions 💰

• Added custom attributes to credit note export
• Added check period filter for accruals deductions
• Auto-pull billbacks from email

Trade Promotion Management 🗓️

• Changed DSD fees promo type to percent off
• Improved scans, MCB, and EDLP promo matching
• Added custom attribute filters to promo performance and trade calendar

• Created add new promo type to a category on trade calendar view
• Added amount field and products field to bulk promo duplication
• Improved promo automatch constraints
• Created fiscal year filter to trade calendar page
• Updated forecast dismissals
• Update rate type automatically when promo reason changes

Sales Forecasting 📈

• Improved forecast export values
• Added auto-apply of promotion impact of forecast edits
• Created a page where opportunities can be managed
• Enhanced forecast table merging state
• Added tie out to forecasts and net sales for monthly financial period

Other Improvements  📊

• Added columns "Updated By / Updated At" to rules table
• Added ability to submit billbacks, along with surfacing the subsidiary