Learn about Confido's latest integrations and features.

Changelog

16 September 2024 - 30 September 2024

‍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

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1 September 2024 - 15 September 2024

‍Cash Application and Deductions 💰

Added surfacing of unapplied totals in cash application

Improved check processing for McLane
Improved deduction approval assignments
Added support for UNFI terms disputes
Added support for txt backup via email
Created next and previous buttons on the deduction modal view

Trade Promotion Management 🗓️

Resolved downloading draft promos in CSV format
Added filter for accruals by accrual period
Improved product filter for the Net Sales View
Updated promo creation and splitting to use company periods instead of months
Added default setting to the net sales view

Improved promo editing
Added filtering by GL for accruals reporting
Created apportioned spend for planning group collections to children
Added the ability to change products in bulk promo duplication

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Sales Forecasting 📈

Added forecast side to the new ship-to view
Added export options to ship-to forecast
Added CSV upload to opportunities

Other Improvements 📊

Improved sales planning group mapping importer
Improved editing of direct route-to-market in planning group settings
Added specific customer pricing in product export

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16 August 2024 - 31 August 2024

📣 Introducing Billbacks

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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.

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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

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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

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1 August 2024 - 15 August 2024

📣 Introducing Validation Rules

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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.

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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

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16 July 2024 - 31 July 2024

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‍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

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15 July 2024

📣 Introducing Forecast Variances

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As we've been onboarding more brands onto our sales forecasting module, we've continued to iterate to improve the experience.

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Confido now provides recommended changes on store counts and velocities at the Planning Group + Product Level, and summarizes the highest urgency forecast updates.

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‍Cash Application and Deductions 💰

Added pinned views for accrual deductions
Added auto/bulk check pushing

Trade Promotion Management 🗓️

Added trade calendar types
Improved promotion sorting in accruals deductions view in the same way they are sorted on the check page
Created forecast variance recommendations
Created ability to link customer attribute to a promotion
Added bulk tagging promotions for accrual deduction view
Added active forecasting version filter to promo matching
Added color coding on promo calendar based on type

Other Improvements 📊

Created callouts to map customers from the check page
Added net sales view compare drill-downs
Improved accrued amount field for check item drill-downs in net sales view

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8 July 2024

📣 New User Interface

As you'll see from the clips from now on, we've improved the readability and user experience on Confido!

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📣 Re-forecasts

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Introducing Re-forecasting in our sales forecast workflows.

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Trade / Sales managers can now trigger new re-forecast processes for their team:

New versions of forecasts are created and surfaced for sales team users with due dates
Sales managers can easily track the status of each individual sales users forecast
URL for specific forecasts versions
Merging workflow

As brands scale through Confido, we continue to support more controls to drive mature forecasting and planning cycles.

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‍Cash Application and Deductions 💰

Added re-pays to the check page expand view
Enhanced deductions accruals account filter
Improved accrual deduction table

Trade Promotion Management 🗓️

Enhanced rounding for promotion lift %
Improved document upload on new promotions
Added option to filter for all reportees in addition to sales owner for forecasts

Added version filter for net sales revenue
Created re-forecasts

Other Improvements 📊

Added functionality to edit company hierarchy on the Team Permissions page
Created manager for teammate modal

Added custom attribute groupings to net sales/trade summary table

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1 July 2024

📣 Custom Attributes

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Custom Attributes are now live!

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Users can go into the Settings Page to create their own attributes. For instance, "Planning Group - Costco" can now be created into a custom attribute for "Club".

Tag planning group by attribute
Add custom attribute groups to forecast
Add custom attribute groups to net sales
Import custom attribute groups during uploads

Custom Attributes offer a more sophisticated method to partition financials for planning and tracking. Try it now!

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📣 New Forecast View

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We've created a plethora of new features to the sales forecast! Check them out:

Filtering by sales owner
Ship-to forecast actuals
Set active and past budget
Groupings for custom attributes

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‍Cash Application and Deductions 💰

Added financial periods in deductions actuals reporting

Trade Promotion Management 🗓️

Enhanced promotion smart matching
Created Ship-to forecast actuals
Added display for stores, velocity, and lift for actuals in forecast
Created "Add Spend Rate" column to promotion table
Improved forecasting with indexing and scoping by company
Added row level forecast export
Added sales owner filtering for forecasts

Other Improvements 📊

Created settings page for custom attributes
Added planning group mappings for sales actuals importer

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24 June 2024

‍Cash Application and Deductions 💰

Added the ability to bulk update fields on deduction line items

Trade Promotion Management 🗓️

Enhanced historical sales chart on bump chart
Added ability to filter promos by sales owner
Create aggregation for sales actuals for product families in the historical sales view
Added financial periods in net sales reporting
Enhanced forecast audit logs

Other Improvements 📊

Improved Canadian support on NetSuite
Enhanced deductions actuals reporting

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17 June 2024

📣 Net Sales View

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We've created a completely new net sales view to surface more critical gross to net data, more clearly.

It's now easier than ever to:

See a comprehensive view of sales performance
Break down revenue, spend, and trade rate by retailer level
Identify forecasted trade rate based on planned promo events

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‍Cash Application and Deductions 💰

Created ability to track unallocated deductions
Improved Kroger PDF processing

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Trade Promotion Management 🗓️

Added trade calendar filtering by period

Added promotion and deduction toggling in net sales drilldown
Enhanced guardrails to prevent deleting promos from event view
Enhanced sort accruals by open accrual amount

Other Improvements 📊

Added forecast snapshotting

Added financial periods to forecast model
Improved integrations page
Created actuals forecast side by side view
Enhanced weekly velocity units in forecast page

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10 June 2024

Cash Application and Deductions 💰

Created safeguard against pushing the same check from two different tabs
Enhanced auto-splitting checks

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Trade Promotion Management 🗓️

Added accruals row to net sales table
Created total level view for net sales table
Enabled excluding promo items from units lift calculation
Enhanced commenting on new promotions

Added view to show promotion lift count in promos list

Other Improvements 📊

Added general reason to amount drill-down table
Created pin forecast and net sales view labels
Improved forecast load time
Added allow assignment for Early Pay Discounts

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3 June 2024

📣 New Forecast Versions and Approvals

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Users can now create additional levels of control around building forecasts. Key features include:

Ability to create copy of forecast version, make changes, and merge changes on a line-by-line basis
Merges can take multiple accounts and collate proposed changes into one merge flow
Admin controls on user access and magnitude of changes

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Cash Application and Deductions 💰

Enhanced UNFI Whole Foods multi-doc processing
Improved check saving speed
Added Albertson's link downloads

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Trade Promotion Management 🗓️

Updated trade calendar upload for % lift from forecast
Added user-level forecast versions
Enhanced using SPINS data for revenue on planning group level
Created trade calendar view by event

Added forecast versions to mark as ready for approval
Created trade comments

Other Improvements 📊

Enhanced distributor apportioned drill down on the planning group level
Added distributor spend apportioning to "All Other" planning groups
Added default all other revenue to 0 if negative

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27 May 2024

Cash Application and Deductions 💰

Added Rainforest
Created off-invoice as a sub type for CRIs of type deduction
Created deduction comments functionality

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Trade Promotion Management 🗓️

Created ability to surface overlapping promo lifts for new promos
Added All Products Families quick select for promo entry

Added drill down for retailer spend on net sales table
Added early pay discounts to the net sales view
Improved lift planning dimension UX
Created reason to spend drawer in net sales view

Other Improvements 📊

Improved bulk seasonality page load and bulk update
Created limits for forecast version editing to specific departments
Added flow from retailer spend number to "Ship to" level view for direct customers
Created distributor spend drilldown for ship to level view

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20 May 2024

📣 We're excited to share that Confido can support all Aldi brands - this new integration will enable all brands to directly integrate Confido to process Aldi payments.

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Cash Application and Deductions 💰

Added execution month to CM description
Enhanced Aldi downloads and payment detail ingestion + processing
Enhanced Whole Foods PDF processor
Updated to show deductions without global charts in deduction table
Improved pushing checks to GL for checks with 2500+ lines
Improved deduction table for planning group and products

Trade Promotion Management 🗓️

Added performance logging
Created forecast targets
Created YTD column option for net sales table

Optimized promo matching and logging
Increased sales actuals file upload size limit

Other Improvements 📊

Updated direct customer pricing
Enhanced automatch and filter on product / product family

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13 May 2024

Cash Application and Deductions 💰

Created deduction rejection and bulk deduction rejection

Improved Trader Joe's parsing
Created the ability to reassign approvers for deductions

Trade Promotion Management 🗓️

Added display for underlying MC retailers for audit logs
Added UPC to forecast export
Improved trade calendar timeline view to display unique promotion events and toggle views

Other Improvements 📊

Added IRI RMA column to sales retailer / region mapping

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6 May 2024

Cash Application and Deductions 💰

Added reason lookups for Amazon check and co-op deductions
Fixed execution date parsing
Replaced filter model with a search filter on the deduction table

Fixed loading issue for new line items when saving check
Improved Amazon scraper
Added rate, quantity, and DC to CM description

Trade Promotion Management 🗓️

Enhanced saving promo items from check page

Other Improvements 📊

Improved loading for new line items when saving check
Enhanced customer mapping settings

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29 April 2024

Cash Application and Deductions 💰

Expanded check page file view
Enhanced retrieval of invoice by reference number for PBD
Added search bar to deduction reason mapping page
Created support for QBP clearing via journal entry
Resolved line jumping on the check page
Enable clearing new split lines for journal clearing

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Trade Promotion Management 🗓️

Added promotion match filtering on just planning group
Created sales owner filter and default data range for promo analytics

Updated promo matching to prioritize product family and sort date when scores are equal

Other Improvements 📊

Updated check page loading and 404 states
Added display when retailer dropdown is loading
Added new retailers for the retailer dropdown
Created lookups with subsidiary passthrough
Added functionality to implicitly determine product family for sales actuals

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22 April 2024

Cash Application and Deductions 💰

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 🗓️

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 📊

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 💰

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 🗓️

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 📊

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 💰

Improved email processing time and autosplitting
Enhanced deduction table expand view

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Trade Promotion Management 🗓️

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 📊

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 💰

Created validation that check total is non-negative before pushing

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Trade Promotion Management 🗓️

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