Default to Manual Rebates with Auto Rates and Residuals
gathering votes
A
Alex Nuzzi
Since we are required to pull a vincent on every deal it would be faster for us to get penciils out if we could default desks to manual rebate entry while still using the auto rates and residuals.
Created by Lisa Gillen
J
Jacob Coleman
updated the status to
gathering votes
J
Jacob Coleman
Hi Alex, thanks for the feature request! We'll continue to gather votes on this, and you'll receive any updates automatically.
Shelby Parker
Hiya Alex Nuzzi, thanks for sharing with us! Following up on this:
- What specific challenges are you facing with the current rebate entry process?
- How frequently do you need to switch between manual and automatic rebate entries?
- Are there any specific scenarios where manual rebate entry is preferred over automatic?