User Guide
A comprehensive manual that helps you master a specific functionality or activity in DealTrack.
Learn the basics
- Join your team
- Create a password
- Log in to DealTrack
- Search DealTrack
- Change your password
- Access DealTrack Help
Manage schemes
- Breakdown of a scheme
- Setting up a scheme
- Add terms items to a scheme
- Edit a scheme’s settings and terms
- Manage manual approval workflow
- Using automatic approval workflow
Manage deals
- Breakdown of a deal
- Setting up your deals
- Configure a deal mechanism
- Assign dimension items
- Making changes to your deals
- Making use of collections
Generate reports
- Reporting in DealTrack
- Generate a deal earnings report
- Generate a daily earnings report
- Generate a turnover report
- Generate reports using multi trading partner reporting
- View recent reports
Reconcile cash
- Cash module breakdown
- Generate a debtors report
- Generate a creditors report
- Generate a payment allocation report
- Record a receipt
- Manage your receipts