The Confido Changelog

📣 Introducing Validation Rules

As users are reviewing, many payments will have multiple lines created due to splitting. We've built validation rules to help users streamline this review process by creating a soft-requirement for various line item fields base on others when reviewing a payment.

Features:

• Flag missing fields to users
• Customize the condition that soft-requires a field
• Surface line item validation error on check page for specific line item

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‍Cash Application and Deductions 💰

• Improved Amazon Vendor Ventral re-pay classifications
• Enhanced bulk deduction assignments

• Enabled multi-select for check month filter
• Enabled auto-splitting for pushed deductions in clearing

Trade Promotion Management 🗓️

• Improved filtering for net sales view
• Added section to show promotion description in the calendar popup

• Improved promotion duplication
• Enhanced the process of editing dates in promotions
• Added dynamic change to net sales columns depending on planning group or ship to view
• Added product family and promotion event description to accruals list view
• Added ability to allow user to change key types for promotion duplication
• Created pinned views to net sales view

Sales Forecasting 📈

• Improved total column summing for forecasts using weeks
• Created tie-in for revenue actuals on net sales and forecasts
• Standardized sales actuals calculations between forecast and net sales view
• Added aggregation for sales actuals based on active forecast end day of the week
• Improved seasonality for monthly forecasting

Other Improvements  📊

• Added pagination to the Account Owner's table
• Created rules models to validate the required fields for line items
• Improved re-assigned approvals for admins
• Enabled planning group collections in account owners settings

Cash Application and Deductions 💰

• Added ability to attach different deduction file types for NetSuite
• Enabled downloading txt backup files
• Fixed highlighting for CSV backup
• Improved processing SSA allowance in C&S checks

Trade Promotion Management 🗓️

• Added ability to edit line item dates to bulk promotion duplication
• Created auto-save on bulk promotion duplication row edits, with the ability to prevent submitting while editing
• Added bulk delete events from the trade calendar

• Fixed bug with bulk promotion duplication period end dates
• Improved trade calendar sorting menu
• Improved percent lift to be more consistent in promotion editing
• Enabled selecting all product families in trade calendar import
• Improved promotion item volumes calculations

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Sales Forecasting 📈

• Added Opportunities quick action on the home page
• Created ramp period for forecast
• Added ability to compare years in forecast
• Improved forecast import
• Added DC-apportioned Customers / RTMs

• Created item summary and financial summary table in account planner view

• Added pagination, search, and sales owner filtering to account planner table
• Created hover popup to show pipefill vs order gap breakdown
• Added mechanism for confirming opportunities
• Added DC level apportioning to the Ship To forecast
• Added pipefills for opportunities
• Created forecast confirmation recommendations at the row and forecast level

Other Improvements  📊

• Improved order gap updating on existing order gaps
• Created automated email comment notifications
• Added DC-apportioning to Planning Group Settings
• Created generalization for unit conversion + apply conversion for order gaps
• Added company-level setting for default fiscal year filter
• Enhanced filter modal custom attribute dropdowns

‍Cash Application and Deductions 💰

• Improved Target scrapers
• Improved Kroger document processing
• Added autosplitting for manually uploaded backups
• Enhanced CSV importing on cash application
• Added financial period filter on the deductions page

Trade Promotion Management 🗓️

• Added filter for duplicate promotions from historical sales promo dropdown
• Added Variance columns to trade summary table

Sales Forecasting 📈

• Improved sorting in the forecast table
• Added display for all active re-forecasts. in the re-forecast sidebar
• Created bulk delete re-forecasts

• Enhanced financial periods on the sales forecast
• Improved forecast recommendation for forecast variances

Other Improvements  📊

• Created Update Distribution as a quick action