New on the Shelf: Tag Deductions to Closed Promotions & Confido Deduction Link in NetSuite

 🏷️ Tag Deductions to Closed Promotions

We’re excited to share that you can now tag deductions to closed promotions:

• Within Cash App, closed promotions appear in the dropdown selection with a "Closed" status for clarity and easy linking

• A "Post-Close Deductions" column within Accruals shows exactly how much was tagged after closure and helps you track spending

This update enhances flexibility and coordination between sales and accounting workflows. With a link between deductions and closed promotions, you can handle late-arriving promotions and get complete visibility into your promotion spending.

 🔗 Confido Deduction Link in NetSuite

We've improved the connection between NetSuite and Confido to save you time on deduction tracking. By adding the Confido Deduction Link in NetSuite, you can:

• Seamlessly access the relevant deduction in Confido from the credit memo

• Easily navigate between Confido and NetSuite without filtering or searching

➡️ Check out the how-to guide below for more details:

✨ Updates That Just Make Life Easier ✨ 

• Abbreviated Promo IDs now make searching and tagging easier to manage

• Alerts on the product page are displayed for quick insights to help you proactively troubleshoot problems (e.g., sellable unit does not have a corresponding case)

🤝 Confido’s Referral Program 

Know someone that could benefit from Confido? We’d love to connect!

➡️ Submit referrals at the link below:

We appreciate your partnership and support!

Unit economics in the net sales view are now available:

• Unit Metrics: Select Units in the Metrics dropdown to see volume alongside other data in one place

• Per-Unit View: Toggle between aggregate totals and per-unit rates in the “Advanced Options” to instantly see important metrics without any manual calculations

With this update, you're able to analyze volume and financial performance more efficiently, in a single view. No more toggling between modules or exporting data to spreadsheets. Key metrics and KPIs are calculated automatically and ready to use, right where you need them.

🎥 Upcoming Webinars

Missed past webinars or want a second look? Watch here!

🥕 That’s a Wrap — See You Next Week!

The updates this week work together to give you more control over your deductions, both inside and outside of the Confido platform.