Notes for July 21, 2021
- Have you ever had a few dollars remaining on your deal after the booked dollars came in from your traffic or billing system that you then had to go and manually close the deal so that your forecast was more accurate? We've taken steps to help you here with an auto-zero reconciliation pro cess! Now if a small amount of pending remains after the initial reconciliation, it can be automatically zeroed out for you without manual manipulation. The remaining amount can be configured as a percentage of the original amount so if you only want to automate this if 5% or less remains that is achievable.