Create cashback rows from filtered deals and update totals
Create cashback rows from filtered deals and update totals
Your cashback deals sit untracked, stalling refund preparation and manual reconciliation. Capture them into a tracker and write totals back so refunds are ready before the next accounting run.
Overview
Capture every cashback-qualified deal into a single tracking sheet and push calculated refund totals back to the deal so finance staff no longer chase scattered records. That means fewer manual reconciliations and refunds prepared before the next accounting run.