New on the Shelf: Disputes Management & Kanban for Promotions

🤝 Disputes Management & Dashboard

Confido’s comprehensive Disputes Management & Dashboard capabilities provide end-to-end oversight of the disputes lifecycle, including:

• Freight document retrieval: Automatically pull in or upload BOLs and PODs

• Seamless dispute submission: Filter for likely disputable deductions identified by the system, auto-generate dispute messages, and easily attach additional support

• Efficient repayment tracking: Reduce manual reconciliation by detecting and surfacing repayment records automatically

• End-to-end actionability: From submission to approval to tracking and repayment, take full control of your dispute workflows

Other key features of Disputes Management & Dashboard include:

• Customizable, rules-based logic: Create rules to automatically submit low-complexity disputes, saving you hours and recovering dollars that may have slipped through the cracks

• Transparent status management: Clear visibility into all disputes stages from submission to repayment

• ROI clarity & reporting visibility: Calculate KPIs from dispute data, quantify dollars recovered, and view reporting metrics in real-time

• Filtering & search: Drill down into specific dispute segments or views

⬆️ Want to level up your disputes game? Reach out to your CSM today to learn more about what you unlock with this upgrade! You can also register for the upcoming webinar (details below) or book a demo here.

Ready to see it in action? Join the Disputes webinar!

🗓 Thursday, December 11th @ 1:00pm ET

 🗂️ Kanban for Promotions

Introducing the new Kanban for Promotions. Within the Trade Calendar, this view is designed to make managing promotion approvals faster and more intuitive. Instead of digging through individual detail pages to find what needs your attention, you'll now see everything at a glance and can take action in just a few clicks.

Key features:

• Visual workflow layout: Promotions are organized by lifecycle stage in an intuitive board format

• Drag-and-drop status management: Seamlessly move promotions between stages without navigating to detail pages

• Pending approvals and highlighted action owners: Items needing attention stand out so nothing is missed

• Context front & center: Key promotion details are readily visible on each card

✨ Updates That Just Make Life Easier ✨ 

• Enabled multi-week ship-to opportunities

• Group deductions table by lifecycle stage

• Display and filter on contract ID under the Accruals list view

The sidebar navigation has a new look! Here’s what changed:

• The active page is highlighted for easy reference

• Access helpful guides and support through "Help"

• Manage comments and notifications in your "Inbox"

• Find Settings, Integrations, Products, and Team under "..."

• Accounting Partners only: Switch companies via the dropdown menu at top (multi-company users only)

🎥 Upcoming Webinars

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

🥕 That’s a Wrap — See You Next Week!

With disputes management & dashboard and the Kanban view for promotions, this week’s updates aim to enhance workflows and provide better data visualization.