Finance: stop missing trade discount lines in commissions

Finance managers miss trade-discount lines, leaving commission imports incomplete and risking payouts. Export them into the commission import spreadsheet so finance reconciles complete rows.

Overview

Missed trade-discount expense lines create gaps in commission imports and risk payout errors for finance and commission teams. This workflow captures every 'Trade Discounts' line and routes standardized rows into your commission import spreadsheet, eliminating manual lookups so finance reconciles with complete rows and fewer missed entries.

Notable Features

Extract labeled expense lines
Format rows for commission import
Notify finance and commission teams