--- title: Business | Vividly Knowledge Base description: Data Uploads, Deductions Reconciliation, Budgeting --- [Skip to content](https://knowledge.govividly.com/business#main-content) [Submit a Support Ticket](https://knowledge.govividly.com/kb-tickets/new) [Open the Vividly portal](https://knowledge.govividly.com/support) [![hubspot\_survey\_logo\_vividly-4](https://knowledge.govividly.com/hs-fs/hubfs/hubspot_survey_logo_vividly-4.png?width=150&height=32&name=hubspot_survey_logo_vividly-4.png)](https://knowledge.govividly.com/) Open main navigation Close main navigation - [Submit a Support Ticket](https://knowledge.govividly.com/kb-tickets/new) - [Open the Vividly portal](https://knowledge.govividly.com/support) Search the Vividly Knowledge Base - There are no suggestions because the search field is empty. 1. [Vividly Knowledge Base](https://knowledge.govividly.com/) 2. [Business](https://knowledge.govividly.com/business) # Business Data Uploads, Deductions Reconciliation, Budgeting ## Revenue Dollars - [Upload Revenue Dollars](https://knowledge.govividly.com/upload-revenue-dollars) - [Troubleshoot Revenue Upload Errors](https://knowledge.govividly.com/troubleshoot-revenue-upload-errors) - [Delete Uploaded Revenue](https://knowledge.govividly.com/delete-uploaded-revenue) ## Point-of-Sale (POS) Data - [Point-of-Sale Data: Overview](https://knowledge.govividly.com/business-point-of-sale-data) - [Prepare Point-of-Sale (POS) Data for Upload](https://knowledge.govividly.com/how-to-prepare-pos-data-for-upload-into-point-of-sale-data-report) - [Upload Point-of-Sale (POS) Data](https://knowledge.govividly.com/uploading-point-of-sale-data) ## Deductions Spend - [Deductions Spend: Overview](https://knowledge.govividly.com/upload-deductions-spend) ## Deductions Reconciliation - Getting Started - [Deductions Reconciliation: Overview](https://knowledge.govividly.com/deductions-reconciliation-overview) - [Understanding the DRM Workflow: End-to-End Guide](https://knowledge.govividly.com/understanding-the-drm-workflow-end-to-end-guide) - [Understanding Deduction Types](https://knowledge.govividly.com/understanding-deduction-types) - [Upload ERP Transactions to Vividly](https://knowledge.govividly.com/how-to-upload-erp-transactions) - [Uploading and Managing Backup Files](https://knowledge.govividly.com/best-ways-to-add-files-to-drm-and-using-the-file-manager) - [Understanding the Invoice Header Table](https://knowledge.govividly.com/understanding-the-invoice-header-table) See less ▼ ## Deductions Reconciliation - Working Deductions & Automation - [Deductions Reconciliation Automations](https://knowledge.govividly.com/drm-automation) - [Auto-Assign Backup Files to Create Invoices](https://knowledge.govividly.com/auto-assign-backup-files-to-create-invoices) - [Resolve Low Balance Deductions (Automatically)](https://knowledge.govividly.com/resolve-low-balance-deductions) - [Bulk Edit the Invoice Header Table](https://knowledge.govividly.com/bulk-edit-the-invoice-header-table) - [Scan Deductions to Automatically Create Invoice Lines](https://knowledge.govividly.com/use-deductions-scanning-in-drm-to-create-invoice-lines) - [Map Customer and Product Codes When Uploading Invoice Lines](https://knowledge.govividly.com/map-customer-and-product-codes-when-uploading-invoice-lines) - [Manually Split Invoice Lines for Reconciliation](https://knowledge.govividly.com/split-a-deduction-across-multiple-promotions-or-fund-types) - [Match Invoice Lines to Promotions with the Auto-matcher ](https://knowledge.govividly.com/match-invoice-lines-to-promotions-with-the-auto-matcher-) - [Clearing & Writing Off Deduction Lines in Deduction Reconciliation](https://knowledge.govividly.com/clearing-invoice-lines-to-promotions) - [Resolving Repayments In Vividly](https://knowledge.govividly.com/upload-repayments-to-vividly) - [Void and Correct a Deduction Cleared Incorrectly](https://knowledge.govividly.com/undo-or-correct-a-deduction-cleared-to-the-wrong-promotion) - [Cancel a Resolved Transaction](https://knowledge.govividly.com/how-to-cancel-resolved-deductions) - [Scan Multiple Backups and Import Combined Invoice Lines into DRM](https://knowledge.govividly.com/scan-multiple-backups-and-import-combined-invoice-lines-into-drm) - [Aggregate Similar Invoice Lines](https://knowledge.govividly.com/aggregate-similar-invoice-lines-integrated) See less ▼ ## Deductions Reconciliation - Sales Review & Disputes - [Tag Deduction Invoice Lines for Review](https://knowledge.govividly.com/deduction-tags) - [Miss Log: Overview](https://knowledge.govividly.com/miss-log-overview) - [Flag Invoice Lines for Sales Review or Dispute](https://knowledge.govividly.com/flag-invoice-lines-for-sales-review-or-dispute2) - [How to Dispute and Recover Invalid Deductions](https://knowledge.govividly.com/how-to-dispute-and-recover-invalid-deductions) ## Deductions Reconciliation - Reporting - [Download & Understand the Settlement Report](https://knowledge.govividly.com/understand-the-settlement-report) - [Download & Understand the Open Deductions Report](https://knowledge.govividly.com/understand-the-open-deductions-report) ## Deductions Reconciliation - Troubleshooting - [Troubleshoot: Promotion Not Appearing When Searching in DRM](https://knowledge.govividly.com/troubleshoot-promotion-not-appearing-in-drm-search) ## Deductions Processing - [Using Auto-Classification with Deductions Scanning](https://knowledge.govividly.com/using-auto-classification-with-deductions-scanning) - [List of Supported Deduction Scanning Backup Source Templates](https://knowledge.govividly.com/list-of-supported-deduction-scanning-backup-source-templates) - [Scanning & Matching (Stand-Alone)](https://knowledge.govividly.com/scanning-matching-stand-alone) ## Deductions Dashboard - [Summary & Detailed Reports Explained](https://knowledge.govividly.com/deductions-dashboard-) ## Budget - [Budget 2.0: A Complete Guide](https://knowledge.govividly.com/budgeting-2.0-a-complete-guide) - [Indirect Budgeting](https://knowledge.govividly.com/indirect-budgeting) - [Analyze Budget Data with Hierarchies: Product Group and Customer Filters](https://knowledge.govividly.com/analyze-budget-data-with-hierarchies-product-group-and-customer-filters) ## Cash Application - [Cash Application SOP: A Complete Guide](https://knowledge.govividly.com/cash-application-sop-a-complete-guide) - [List of Supported Check Remit Templates](https://knowledge.govividly.com/list-of-supported-check-remit-templates) - [Kroger Netting: How to Identify and Process Zero-Dollar Payments](https://knowledge.govividly.com/kroger-netting-how-to-identify-and-process-zero-dollar-payments) - [Release Notes](https://knowledge.govividly.com/release-notes) - [Business](https://knowledge.govividly.com/business#main-content) - [Revenue Dollars](https://knowledge.govividly.com/business#revenue-dollars) - [Point-of-Sale (POS) Data](https://knowledge.govividly.com/business#point-of-sale-pos-data) - [Deductions Spend](https://knowledge.govividly.com/business#deductions-spend) - [Deductions Reconciliation - Getting Started](https://knowledge.govividly.com/business#deductions-reconciliation-getting-started) - [Deductions Reconciliation - Working Deductions & Automation](https://knowledge.govividly.com/business#deductions-reconciliation-working-deductions-automation) - [Deductions Reconciliation - Sales Review & Disputes](https://knowledge.govividly.com/business#deductions-reconciliation-sales-review-disputes) - [Deductions Reconciliation - Reporting](https://knowledge.govividly.com/business#deductions-reconciliation-reporting) - [Deductions Reconciliation - Troubleshooting](https://knowledge.govividly.com/business#deductions-reconciliation-troubleshooting) - [Deductions Processing](https://knowledge.govividly.com/business#deductions-processing) - [Deductions Dashboard](https://knowledge.govividly.com/business#deductions-dashboard) - [Budget](https://knowledge.govividly.com/business#budget) - [Cash Application](https://knowledge.govividly.com/business#cash-application) - [Promotions](https://knowledge.govividly.com/promotions#main-content) - [Creating New Promotions](https://knowledge.govividly.com/promotions#creating-new-promotions) - [Promotion Details & Editing Promotions](https://knowledge.govividly.com/promotions#promotion-details-editing-promotions) - [Views and Statuses](https://knowledge.govividly.com/promotions#views-and-statuses) - [Search & Advanced Search](https://knowledge.govividly.com/promotions#search-advanced-search) - [Uploading and Editing Promotions in Bulk via Excel Upload](https://knowledge.govividly.com/promotions#uploading-and-editing-promotions-in-bulk-via-excel-upload) - [Duration Based Planning](https://knowledge.govividly.com/promotions#duration-based-planning) - [Scenarios](https://knowledge.govividly.com/scenarios#main-content) - [Scenario Planning](https://knowledge.govividly.com/scenarios#scenario-planning) - [Manage](https://knowledge.govividly.com/manage#main-content) - [Overview](https://knowledge.govividly.com/manage#overview) - [Hierarchies](https://knowledge.govividly.com/manage#hierarchies) - [Products](https://knowledge.govividly.com/manage#products) - [Product Groups](https://knowledge.govividly.com/manage#product-groups) - [Pricing](https://knowledge.govividly.com/manage#pricing) - [Lift](https://knowledge.govividly.com/manage#lift) - [Customers](https://knowledge.govividly.com/manage#customers) - [Contacts](https://knowledge.govividly.com/manage#contacts) - [Insights](https://knowledge.govividly.com/insights#main-content) - [Forecast](https://knowledge.govividly.com/insights#forecast) - [Promotion Analytics](https://knowledge.govividly.com/insights#promotion-analytics) - [Finance Analytics](https://knowledge.govividly.com/insights#finance-analytics) - [Promotion Timing Analysis](https://knowledge.govividly.com/insights#promotion-timing-analysis) - [Accruals](https://knowledge.govividly.com/insights#accruals) - [Account Settings](https://knowledge.govividly.com/account-settings#main-content) - [Permissions](https://knowledge.govividly.com/account-settings#permissions) - [Promotions (Tags)](https://knowledge.govividly.com/account-settings#promotions-tags) - [Fund Types](https://knowledge.govividly.com/account-settings#fund-types) - [Deductions & Revenue](https://knowledge.govividly.com/account-settings#deductions-revenue) - [Forecast](https://knowledge.govividly.com/account-settings#forecast) - [API Integrations](https://knowledge.govividly.com/account-settings#api-integrations) - [Miscellaneous](https://knowledge.govividly.com/account-settings#miscellaneous) - [Frequently Asked Questions (FAQs)](https://knowledge.govividly.com/frequently-asked-questions-faqs) - [Office Hours](https://knowledge.govividly.com/office-hours) [![Chill listening crop-3](https://knowledge.govividly.com/hubfs/Vividly_Symbol_Gradient-1.svg "Chill listening crop-3")](https://portal.govividly.com/) **[Open the Vividly Portal](https://portal.govividly.com/)** Copyright © 2026, Vividly