The Confido Change Log

Forecasting & Demand Planning

1. Configurable promotional price-drop threshold - The price drop that marks a week as promotional when deriving base and incremental units was fixed at 10 percent, which did not fit every business. Admins can now set their own threshold on the sales actuals import settings page, and it flows through to every derivation run.

2. The alerts bell now summarizes by family instead of sampling - With more than a handful of active alerts, the notification bell showed an arbitrary four and hid the rest. Above four alerts it now shows one row per alert family with totals, critical counts, and newest age, and each row opens the triage page pre-filtered to that family. At four or fewer you still get the individual alerts with direct links.

3. Cleaner alert triage filters and inbox controls - The alert triage bar had unlabeled twin toggles, a Clear button that reflowed the layout, and search that missed what the row actually said. Filters and view controls now sit in separate zones, sort collapsed into one flip button, and search matches the visible type label, so finding the alert you want takes less fiddling.

4. Much faster growth factor rollbacks - Rolling back a growth factor applied to many forecasts wrote each forecast one at a time, so large rollbacks could take over 80 seconds. The writes are now batched, cutting the largest measured rollback from about 80 seconds to under 12. Change history still records the true previous values.

5. Ship-to forecast data now refreshes itself - Edits made through promotions, shipper events, opportunities, and similar indirect changes could sit stale in ship-to views until someone triggered a refresh by hand. A recurring background refresh now drains pending changes every 15 minutes, so ship-to views stay current on their own.

6. No more duplicate ship-to forecast rows after delay changes - Changing a buy-in or delivery delay setting could quietly leave behind duplicate ship-to forecast rows for the same consumption period, inflating exported and reported forecast numbers. The system now cleans up the outdated rows whenever delays shift, so each period keeps exactly one correct record.

7. Stale depletion recommendations no longer appear - Recommendations on the depletions tab could show up for periods that were already actualized, and they could not be actioned or dismissed, so they just sat there. Recommendations are no longer generated from actualized periods, which clears out those stuck suggestions.

8. Clear error when depletion uploads have a unit mismatch - When an uploaded depletion actuals file used a unit of measure the product did not support, the rows silently never showed up in the depletion forecast. The upload now stops with a clear error describing the mismatch so it can be fixed on the spot.

9. Opportunity pipefills follow route-to-market changes - After a route-to-market change, opportunity pipefill volumes kept flowing to the old planning group instead of the new one. Pipefills now refresh when a planning group changes, so they stay aligned with your current route to market.

10. Failed product creates no longer break the workspace - A product create that was rejected for a linked-item conflict could quietly leave behind a nameless product, and a single such product took the entire Demand Planning workspace down for the company. Failed creates now roll back completely, and the workspace skips any product without a resolvable name instead of erroring for everyone.

Supply Planning

11. Order rows split planned from actual, with drilldown - Sales Orders and Purchase Orders in the Supply Planning workspace mixed planned and shipped quantities into one number that jumped around as shipments posted. They are now collapsible group rows: past weeks show only what actually shipped or arrived, current and future weeks combine open plus actuals, and you can expand each row to see the detail. Weekly totals stay steady while quantity simply reclassifies from planned to happened.

12. See your ERP fulfillment and receipt data in Data Ingestion - Fulfillment and receipt data pulled from your ERP was only inspectable by Confido engineers. The Supply Planning Data Ingestion page now has read-only Fulfillments and Receipts tabs, paginated and ordered newest first, placed right after the order lanes they derive from.

13. Supply plans stay anchored to your latest inventory snapshot - A supply plan's actualization date did not move with the data, so plans could sit anchored to a stale point even after fresh inventory arrived. Each data sync now aligns the plan to the most recent inventory snapshot date and only advances when every sync step succeeds, so a failed sync never leaves the plan half updated.

14. Sync runs show which version they apply to - When a company has multiple Supply Planning versions, a sync run only applies to one of them, but the screen never said which. The sync modal and the sync history drawer now label each run with its version, so there is no guessing about what actually got updated.

Disputes

15. Plain-language dispute status definitions - Dispute statuses and sub-statuses were shorthand users had to interpret on their own. An info icon next to the disputes status tabs now opens a modal explaining every status and sub-status in plain language, so it is clear why a dispute sits where it does.

16. Dispute CSV exports finish in less than half the time - Exporting disputes to CSV went through the full dashboard pipeline, computing fields the file never includes. A dedicated export path now builds only the columns that end up in the file, cutting a six-month export from about 2.5 seconds to about 1 second with identical output.

17. Manual Target compliance disputes no longer blocked - Manual submissions of Target compliance disputes were being blocked when they lacked backup documentation that is only required for auto-disputes. Manual submissions no longer require that backup and now fall back to the deduction's own PO number, so valid disputes go through.

18. Recovered disputes no longer show stale failures - A dispute that failed to submit once and then succeeded kept its old failure state, so recovered disputes still read as failing. A successful submission now clears the stale failure while genuinely unrelated issues stay flagged.

Deductions & Cash Application

19. Clearing journal dates follow each subsidiary's local timezone - Automatically generated clearing journal dates used the server's UTC calendar, so entries created in the evening could land on the wrong day for US customers. Each subsidiary now carries a business timezone, defaulting to US Eastern, and journal dates follow that local calendar. Historical journal dates are untouched.

20. Stopped duplicate SuperValu check remits - When the SuperValu portal re-served a remittance it had already sent, a fresh copy of the check was created every time, cluttering the Deductions view with duplicates. Ingestion now recognizes remittances that already arrived and skips them, while still keeping legitimate multi-part checks. A replay of the past year found 251 duplicate copies this would have blocked.

21. Import CSV button now says why it is disabled - When the Import CSV option in Cash Manager was greyed out, there was no way to tell whether the importer was still loading or had failed, and a failed load left it dead with no message. The disabled button now shows a tooltip explaining its state, failures surface properly, and the importer opens against the right template for the tab you are on.

22. Images pasted into remittance emails are now captured - When a customer's remittance email had payment details pasted in as an image, the generated document dropped or shrank the image to a tiny icon and extraction found no payment fields. Pasted images are now embedded at full resolution, so every field in the image makes it into the document and gets read correctly.

23. Clear error message when saving an already-cleared deduction - Splitting a deduction that had already been cleared elsewhere failed with a bare "Failed to save" and nothing persisted, leaving users stuck with no idea why. The save now returns a readable message telling you the deduction is already cleared and to refresh, so you can unblock yourself immediately.

24. Kroger netting payments now prorate terms discounts - Partial Kroger netting payments were being hit with the invoice's entire terms discount, badly overstating the deduction on small payments. Discounts are now prorated to the payment amount, so a small payment receives a proportional share instead of the full discount.

25. Cash Manager no longer counts excluded integrations - Cash Manager's last-updated timestamp and accounting-systems list were still counting integrations you had excluded from syncs, which made data freshness look wrong. Those excluded connections are now ignored, so the display reflects only the systems actually syncing.

26. Failed check pushes now show the real ERP error - When a Re-Pay or Pre-Pay check push to the ERP failed, the notification showed a confusing internal error instead of the actual reason. The real ERP error message, such as a duplicate document number, now comes through so you can see what went wrong and fix it right away.

27. Checks no longer get stuck in Pushing - Submitting a check to the ERP could leave it stuck showing a pushing state indefinitely if the background job was interrupted mid-push. The push is now split into a quick submit plus a status poll with retries and a hard timeout, so every push either completes or fails cleanly without double-submitting.

28. Clear warning when a sender email conflicts with a Confido-managed address - Adding an AR sender email that Confido's managed registry already covered could silently route those emails down the wrong processing path. Saving such an address is now blocked with a clear message naming the conflict, so misrouted email is prevented at setup rather than discovered later.

TPM

29. Supporting docs carry over when copying forecast versions - Copying a forecast version brought the promotions along but left their supporting documents behind, so contracts and attachments had to be reattached by hand. Supporting docs now carry forward automatically whenever a new forecast version is created.

30. Net sales exports now identify the source record type on every row - Rows in the net sales data export carried a source record id without always saying what kind of record it pointed to, which made lineage tracing guesswork. Every exported row with a record id now includes its record type, covering invoice revenue, promotion spend and accruals, and shopper marketing rows.

31. Promotion pages load several seconds faster - Large promotion tables and the similar promotions view both spent seconds rebuilding the same formatting and currency data on every load, with the biggest accounts waiting close to nine seconds. That work now runs once through a faster shared path with identical output, saving multiple seconds on promotion-heavy accounts.

32. Scenario-generated promotions accrue correctly - Promotions created by merging a Scenario came out with incomplete accrual setup, so they had no period to accrue and could be missed in trade summaries. Generated promotions now get the right accrual period and show the correct non-accrued status according to your accrual methodology settings.

33. Promo product tagging no longer tripped up by deleted products - Some customers saw product custom attribute assignments fail to stick to promotions, with spend reverting after an apparently successful save, because deleted products made validation think the product set was incomplete. Validation now only considers active products, so these promos save and hold their values correctly.

34. Overlapping lift now counts scanback periods - Lift that landed inside a promotion's scanback window was left out of overlapping lift, understating overlap between promos. The lift engine now includes the scanback date range, so promo spend that depends on overlapping lift is calculated correctly.

35. Overlapping lift no longer briefly zeroes out on promo save - Saving a promotion reset overlapping lift to zero until a background job restored it, so promo spend looked wrong right after saving. The value shown on screen is now kept when the promo saves, while the background job still verifies it afterwards, so spend no longer jumps around after hitting save.

36. Promo units refresh when new forecast rows are created - Customers who loaded their trade calendar before populating forecasts saw stale or zero-unit promotion items, because promo units only recalculated when existing forecasts changed. Promotion units now refresh automatically whenever new forecast rows are created, so trade calendars stay accurate without a manual refresh.

37. Promotion performance loads with dateless promotions - Opening promotion performance could fail with an error when a promotion item had no start or end date. Cost matching now skips those items cleanly, so the page loads.

38. COGS uploads and edit dialog behave correctly with blank values - Blank dollar cells in a COGS upload were silently saved as $0, and a background refresh while the edit dialog was open could wipe its state and leave the save button dead. Blank rows are no longer written as $0, the dialog keeps its state through refreshes, and a legitimate $0 value is no longer treated as empty.

Platform

39. Integrations page loads about twice as fast - The integrations status page ran hundreds of database queries to build its cards, so it could take up to seven seconds to load. Lookups are now preloaded and batched, roughly halving load time with identical page content.

40. Faster custom field settings saves - Saving custom field settings fired thousands of database statements, one per field and mapping, so saves on large field sets could take 7 to 9 seconds. The save now batches that work into a handful of queries, making settings saves dramatically faster while keeping the full change history intact.

41. Faster loads for cached reporting data - Reporting pages were re-doing an expensive data conversion on every load, even when the data was already cached, adding as much as 929ms per request on large deduction reports. That work now happens once when the cache is filled instead of on every read, so repeat visits to reporting views come back noticeably faster.

42. Custom report previews load on non-default intervals - Previewing a custom report with opportunities shown on a quarterly or other non-default interval could fail with an error instead of rendering. The mismatch behind the failure is fixed, so those previews now load and the opportunity math runs as intended.

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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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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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