The Confido Change Log

Cash Application & Deductions

1. Process bank lockbox files automatically. Confido picks up lockbox files from your bank, splits files that hold several remittances into separate checks, and pulls the check details for you.

2. Apply promotion auto-tags to lines added in the check editor. Lines you add by hand in the check editor now get the same promotion auto-tags as uploaded checks.

3. Customize transaction exports and filter by tagging date. You can choose which columns appear in your transaction export and filter deductions by the date they were tagged.

4. Target accounting customization rules by product brand. Accounting customization rules can now filter by product brand, so you can set field values brand by brand.

5. Choose how Re-Pays are handled when you push to SAP. When you push to the GL, Confido asks whether to apply each linked Re-Pay, split it to match the deduction, clear without it, or leave it out. SAP customers can ask their Confido team to turn this on.

6. Open any record by clicking its row. On the Deductions and Clearing tables, clicking anywhere on a row opens that record.

Disputes & Recovery

1. See the sent email on a dispute’s timeline. Email disputes now show the outbound email right on the dispute timeline.

2. Pause portal logins when credentials stop working. Once a retailer portal login fails, Confido pauses scheduled logins so your account doesn’t get locked. For Walmart and Costco, it also starts a password reset automatically and shows an Update credentials alert.

3. File compliance disputes within each retailer’s window. Confido files compliance disputes inside the retailer’s deadline, which is 3 months for Target and 90 days or 13 months for Walmart. Anything past the deadline is marked expired.

Demand Planning

1. Schedule a new product launch in one guided flow. Pick the product and locations, choose whether to borrow history or enter volumes, preview the chart, and schedule the launch from a single flow.

Sales Forecast

1. Group, filter, and export depletions by product family. The Depletions tab now groups and filters by product family, and the forecast export includes a Product Family column, the same as Consumption and Ship-To.

Fido

1. Start promotions from relevant suggestions. When you start a new promotion or create one with Fido, Fido suggests promotions based on your recent history.

2. Copy and adjust a promotion in one step. Ask Fido to copy a promotion and describe what you want changed.

3. Keep the promotion creation experience you prefer. If you’d rather build by hand, a switch to the manual builder appears, and Confido remembers your choice.

4. Get answers grounded in the Help Center. Fido searches published Help Center articles, links its sources, and checks them against your own data.

5. Calculate answers with a built-in calculator. Fido can work out totals, weighted averages, percent changes, and forecast ramps.

Integrations

1. Connect Box as a shared drive. Every company can now connect Box as a shared drive, alongside SharePoint and Google Drive.

2. Bring in bank deposits from SAP Public Cloud. Confido reads your daily bank deposits from SAP Public Cloud and turns them into transactions.

3. Skip files you don’t need over SFTP. You can set file name patterns to skip. Matching files show as Skipped along with the reason.

Directory & Data Management

1. Upload customer-specific item numbers. Product uploads now include Customer and Customer Item Number columns, and the Customer list covers every customer in your Directory.

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Cash Application & Deductions

1. Clear a whole batch from one screen - Review deductions, change reasons and approvers, tag promotions, and post to the GL from the redesigned Clearing queue. Group rows, fill values down like a spreadsheet, and use approval counts and row-level errors to focus on what needs attention.

2. Split deductions where you review them - Split a deduction in the Clearing stage directly from its Deductions page, then edit the pieces individually. You can keep working in the same screen; further splitting of an already-split clearing line still happens in Clearing.

3. Read small-print backups with fewer clicks - PDF backups now zoom by 25% per click and include Fit to width, with working zoom and rotation in the line-item viewer. Your chosen zoom stays in place when you expand or resize the viewer, making dense backups easier to check.

4. Understand what blocked a NetSuite posting - Common check-posting errors now explain the problem in more actionable language. Your team can better understand what needs correcting before asking support to interpret a NetSuite message.

5. Take deduction context with you when you export - Deductions CSV exports now include the latest comment and the ERP customer ID, making review files easier to reconcile and share. Clearing exports also include the latest comment, and the ERP customer ID is available as a column on the Deductions grid.

6. Correct a pushed check’s deposit date - Admins can edit the deposit date of an applied check from Check Details, with a confirmation and audit trail. The change updates Confido only, so the date must also match the ERP.

Disputes & Recovery

1. Find the right repayment match more easily - The Repayment tab now includes unlinked repayments that were previously hidden before posting or because of their check date. Both repayment pickers rank candidates by match strength, including amount and invoice alignment, giving you a better starting point for reconciliation.

2. See missing-document status in dispute exports - Dispute CSV exports now show Supporting Documents Status for incomplete cases. You can identify cases awaiting documents in your follow-up file without reopening each one; the field stays blank for other dispute statuses.

Trade Promotion Management

1. Keep promotions within agreed limits - Promotion guardrails warn or block when a promotion exceeds your limits on discount depth, unit price or duration, with a rule editor that explains and previews each policy. The same checks apply to Fido drafts, helping sales and finance catch issues while a promotion is being planned.

Sales Forecasting

1. Get forecast recommendations with less waiting - Sales forecast recommendations now load about six times faster and use the most recent sales actuals regardless of which actuals are visible on screen. This reduces waiting and keeps view filters from changing the underlying recommendation window.

2. Reconcile revenue and shipment adjustments - Upload positive or negative adjustments into Net Sales and the Ship To forecast, including units with zero revenue, such as samples. This helps reconcile Confido to your ERP without forcing every adjustment into an ordinary invoice.

3. Export shippers for bulk maintenance - Download shipper components as a CSV using the existing upload-template format, then use the file as a starting point for bulk edits. The export follows the inactive toggle and excludes empty shippers and deleted components; price is not included.

Demand Planning

1. Start the day with your planning priorities - The new demand planning homepage combines inventory, forecast discrepancy and Best Fit alerts with forecast totals, year-over-year growth and a monthly forecast-versus-actual chart. Filter by your accounts and products, and see plan changes reflected immediately.

2. Find the right part of a demand plan faster - Workspace search stays visible, matches multiple terms and highlights them in the hierarchy. Filters for planning groups, products, product families and custom hierarchy attributes help you focus on the business you own.

3. Build forecasts from the right product history - Product History Linking lets you borrow from different reference products for different customers, with options to substitute or combine history during a transition. Linked-history rows and a searchable, sortable links table make it easier to inspect the forecast’s inputs and open the source or target product.

4. Prioritize alerts by the units at stake - Planning alerts now lead with the quantity affected and rank within each alert type by units at stake. A minimum-units setting helps you focus on meaningful volume impacts instead of large percentages on a small base.

5. Clean up uploaded forecasts safely - Rename or delete uploaded forecasts from the base forecast panel. If a row or strategy still uses an upload, deletion is blocked with an explanation of what needs to change first.

Supply Planning

1. Spot supply stockout and overstock risks - New inventory alerts show the product, warehouse, affected week and inventory position behind a warning. Open in Supply Planning takes you straight to that part of the plan so you can investigate the risk in context.

2. Know when a supply plan needs a refresh - New alerts identify stale plans and failed syncs, explain which steps failed, and link directly to sync history. Set the stale-days threshold to help your team avoid planning from outdated inputs.

3. Catch requisitions that never became orders - A new alert identifies confirmed requisitions that have passed their order date without a matched purchase order. It shows the supplier, quantity and days overdue, then opens the matching requisition so you can follow up before a planned receipt becomes a supply gap.

4. Find the requisitions that need action - Search the purchase requisition queue by ID, supplier or product, sort the full queue, and filter by quantity and order or arrival dates. Removable filter chips show what is selected, and the export follows those filters.

Overstock alerts require a weeks-of-supply threshold. Plan-health alerts are opt-in, and never-ordered requisition alerts require a days threshold; leaving that setting blank turns them off.

Fido

1. Speak your question to Fido - Use the microphone in Fido, Confido’s AI assistant, to dictate a message, then review and edit the transcription before sending. It is easier to include the account, dates and comparison you have in mind without typing a long prompt.

2. Keep the conversation moving after a draft - Approving or rejecting a promotion draft now appears in the conversation and prompts a follow-up from Fido. Keep refining the promotion or move on to another one without working out what to type after a button click.

App Improvements

1. Find your way around consistent page headers - Titles, breadcrumbs, actions and tabs now sit in consistent places across Confido, and tabs support keyboard navigation. Moving between modules feels more familiar, with the next action easier to find.

2. Sign in with clearer guidance - A new sign-in page brings Google and work-email sign-in into one centered card. Follow-up screens explain when a link has been sent, has expired or cannot finish signing you in, making the next step clearer.

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Forecasting & Demand Planning

1. Seasonal forecasts for newer products - Forecasts now pick up a product's seasonal pattern from as little as one year of sales history, so newer products get curves that follow their real highs and lows through the year. This is on for everyone automatically.

2. See whether your demand plan has the latest sales forecast - Your demand plan now shows how fresh its sales forecast is. An indicator on the plan shows exactly what the last sync brought in and whether anything is still waiting to be synced.

3. Forecast alerts name the exact warehouse - Forecast alerts now point at the specific distribution center where forecast and reality are drifting apart, so you know exactly where to look. Firing at the most specific level also surfaces problems that used to cancel out inside a broad group.

4. Plan for shrinking sales in Scenarios - Scenarios now accept negative growth rates, so you can model a declining business the same way you model growth, and the decline carries through to the forecast.

5. Group scenario products your way - Scenario Builder now groups the product table by any product attribute you have set up, like pack size or category, with headers you can expand and collapse, matching how the base forecast works.

Supply Planning

1. Record shipments and receipts without an ERP - You can now upload shipments and receipts directly from a spreadsheet on the data ingestion page, so companies without a connected ERP get complete shipping, receiving, demand, and inventory numbers in Confido. A corrected upload cleanly replaces the earlier one, and orders close on their own once everything on them has shipped.

2. Change or cancel purchase requisitions yourself - Purchase requisitions can now be edited and cancelled directly in the supply planning workspace, so the plan stays in your hands end to end.

3. Control how far ahead safety stock looks - You can now set how far ahead Confido looks at demand when working out days or weeks of inventory on hand, so inventory targets match how far out your business actually plans.

4. Set inventory targets in fractions of a week - Weeks-on-hand targets now accept decimals, so a fast-turning or short shelf-life product can carry a target like 0.9 weeks instead of rounding up to a full week. Suggested orders follow the tighter target.

TPM

1. Manage everything by brand - Every product can now carry a brand, set from a dropdown and managed in the same place as product families. Promo Performance, Accrual Management, and Deductions all filter by brand, offer a brand column, and match brand names in search, so multi-brand teams can plan and reconcile one brand at a time without exporting to Excel.

2. Update hundreds of promotions at once with Fido - Fido can now make one change across up to 500 promotions at a time: updating details like buy-in dates, scanback days, accrual periods, or currency, lining buy-in dates up with event dates, or shifting them all by a set number of days. It shows exactly what will change before anything is saved.

3. Promotions split consistently however they are created - Promotions now split by financial period the same way whether they are built in the app, uploaded in bulk, or created by Fido, so accrual tracking lines up across all three.

Deductions & Cash Application

1. Choose where cleared deductions post, by reason - You can now route cleared deductions to different accounts in your books based on the deduction reason: set rules like damages post to this account and spoilage posts to that one, and optionally require a reason before anything can be cleared. The check page shows the reason and the exact account each deduction will post to.

2. Split billback deductions - Billback deductions can now be split into pieces so each part can be handled separately, the same way other deductions can. Split saves are protected so amounts always stay in balance.

3. Credit memos from Business Central work in Confido - Confido now reads credit memo amounts and status directly from Microsoft Business Central, so those credit memos show up when you apply cash and can be used like any other.

Disputes

1. Dispute Walmart deductions that have no claim - Walmart deductions that arrive without a claim behind them can now be disputed against the invoice, with clear guidance on filing, so those dollars can be worked like any other dispute.

2. Dispute timeline shows exactly what has been sent - The dispute timeline now shows each dispute's real send status: a waiting-to-send step with its own date, a submission marked only once it has actually gone out to the retailer, and a clear explanation if a send fails.

3. H-E-B dispute replies update your disputes automatically - When H-E-B answers a dispute by email, Confido now matches the reply to the right dispute and updates its status automatically, so your dispute list reflects H-E-B's answers without anyone watching an inbox.

Platform

1. Retailer portal accounts set up automatically - When an invitation email from Costco, Target, or H-E-B arrives, Confido now sets up the retailer portal account on its own, and Walmart logins are captured automatically along the way. This is on for everyone, so new portal connections come online with less waiting and no back and forth.

2. Set unit conversions during product upload - The product upload template now takes each product's unit conversion quantity as a column, so reporting in your common unit, like ounces or cases, works from the moment the upload finishes.