 Resolving short pays and deductions is a challenge for most CPG manufacturers. Account Review helps automate and simplify the process with our closed-loop approach. Contained and managed within Account Review are all of the data elements necessary to research, document, manage and resolve deductions.
Timely Deduction Resolution |
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Configurable email alerts and automated work flow keep you in the loop and ahead of deduction issues |
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Each day deductions are automatically exported from your ERP and imported into Account Review for resolution |
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Allow Account Review to automatically assign open deductions to the appropriate people, and/or manually reassign deductions for research and resolution as appropriate |
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Timely access for all stake holders, both in the field sales and in corporate headquarters |
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During resolution, all elements from promotion plans are linked automatically to the settlement request, reducing data entry effort and errors |
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Lump-sum Wizard, column and row-copy and other features help reduce data-entry effort and errors. |
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Resolve deductions to planned events for indirect accounts where appropriate |
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Automated, totally configurable deduction letters significantly reduces data entry, improves accuracy and facilitates work flow |
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All of the Features You Expect & More |
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Includes all of the features you need for deduction resolution; including Editing, Notes, Change Log, Assignment, Mass-Write-Off, Dispute, Advance Settlement Matching, Repay-Offset, and many more. |
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Advanced power-user features built into every grid, including group-by, pivot, and filter-bar. |
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Export reports directly into Microsoft Excel or create PDFs for additional flexibility |
Better deduction documentation |
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HTML Link of electronic documents to speed access and reduce paper usage |
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Easy access to complete and accurate spending data to research post-audit claims |
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All work flow tasks, changes and activities are logged by user ID, date and time stamp. |
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Closed-loop TPM approach provides linkage to all aspects of trade promotion activity, including planned events, shipments, syndicated data, payment requests, and budgets. |
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Improved customer P&Ls — deductions are expensed to the correct plan-to account, event and products. |
Don't
double-pay |
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Prevent “double-dipping” since resolved deductions are also linked with payments in a closed-loop TPM system. For example, duplicate reference numbers are automatically flagged for review. |
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Visibility to the year-to-date spending history of each event along with projected liability can prevent double pays. |
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Electronic work flow closes events after final settlement, preventing non-valid settlement requests from being expensed to the wrong event. |
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