This month’s release introduces meaningful enhancements across Trading Programs, Claims, and Partner Analytics. These updates focus on improving transparency with trading partners, reducing manual effort, and giving teams more control over contract setup and claim management.
Trading Programs
Targeted Unit Rate with Ratio Targets
You can now configure rebate programs where attainment is driven by ratio-based targets and payouts are awarded as a unit rate.
This enhancement allows you to:
Combine ratio-based attainment with unit rate rebates
Support unit of measure conversions
Create more predictable payouts in environments with volatile pricing
This provides greater flexibility for customers who rely on share-based or ratio-driven incentives but prefer to award rebates as a fixed unit rate instead of a percentage of value.
Unified Contract Creation Experience
Contract creation has been redesigned into a single, streamlined experience.
Instead of navigating across multiple screens, users can now:
Complete contract details, renewal settings, and terms in one unified view
Add and manage multiple program lines within the same page
Choose between step-by-step creation or a single-page experience
This creates a more cohesive workflow, reduces navigation friction, and improves visibility into the full contract structure during setup.
Reporting & Analytics
Partner Analytics and Insights
Customers can now create AI-powered dashboards and securely share them with trading partners through the Collaborator Portal.
This enhancement allows you to:
Share live, up-to-date insights instead of static exports
Provide transparent, data-backed reporting on earnings and performance
Give collaborators self-serve access to agreed metrics
By eliminating manual report builds and recurring exports, Partner Analytics reduces back-and-forth communication and increases trust and engagement between partners.
Claims
This release introduces several improvements that strengthen auditability, streamline high-volume workflows, and improve claim accuracy.
Voiding Claims
Claims are no longer deleted. Instead, they can be voided with a required reason and full activity logging.
Voided claims:
Remain visible and filterable
Do not count toward outstanding metrics
Maintain a complete audit trail
This provides greater transparency and traceability for finance and compliance teams.
Bulk Void and Bulk Approve
High-volume claim management is now faster and more efficient.
Users can:
Approve multiple eligible claims at once
Void multiple claims in a single action with required reasoning
Maintain full activity logs for audit purposes
This reduces repetitive manual work and speeds up operational workflows.
Improved Calculation Backdating
Claims are now calculated sequentially in chronological order.
This ensures:
Accurate earnings per financial period
Reliable processing when onboarding mid-year
Correct calculations when backdating agreements or uploading historical data
Each claim now reflects only the earnings for its specific period, improving accuracy and reducing reconciliation friction.
Improved Experience Between Claims and Trading Programs
Working between Claims and Trading Programs is now more connected.
Enhancements include:
Automatic attachment of program terms documents to related claims
Visibility of signed Trading Program PDFs in the claim file tab
Trading Program IDs displayed within claims and ERP outputs
This simplifies validation, improves reconciliation, and reduces manual cross-checking.
Claim Summary PDF
Each claim now includes a downloadable Claim Summary PDF.
This allows teams to:
Generate a structured preview of rebate calculations
Share non-binding summaries before formal financial documents are issued
Reduce disputes through earlier supplier validation
This creates a clearer, more collaborative claims process.
We Value Your Feedback
If you have questions about these updates or would like to explore how they apply to your programs, reach out to your Customer Success Manager or join our next Enable Exchange webinar to see the latest features in action.