Validation Rules
What are Validation Rules?
As users are reviewing, many payments will have multiple lines created due to splitting. This is great since it provides the level of granularity and detail required to understand deductions down to the retailer / product level, but can create some difficulty when it comes to fine-tuned review.
That's why Confido has built validation rules, which helps users streamline this review process by creating a soft-requirements for various line item fields base on others when reviewing a payment. This way, accounting teams can create certain thresholds and quickly surface errors when a condition is not met.
Features:
When validation rules are created, they will include the following:
- 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
Confido can soft-require a variety of fields:
- Promotion
- Execution dates
- Product
- Product Family
Confido does not prevent pushing the check through. Rather, the system will flag to the user if the values are missing.
Example
- "Deduction amounts below -$100.00 are not accepted for KeHE"
- "A retailer must be entered"
Example check with amount -$101.00 and no retailer - highlights fields:
- Net Amount - "Please choose an amount >= -$100.00"
- Retailer - "Field must be entered"
