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How to Automatically Resolve Small Balance Deductions

This article outlines the steps to set up below threshold automations in order to resolve low balance deductions efficiently.

Video Tutorial

 

Key steps

1. Accessing Team Automations (00:15)

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    1. Click on the lightning bolt icon.

    2. Navigate to 'Team Automations'.

    3. Locate 'Resolve Low Balance Deductions'.


    2. Entering Below Threshold Values (00:29)

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    1. If this is your first time, click into the section to generate a pop-up.

    2. Enter your below threshold values.

3. Setting Threshold Recommendations (00:39)

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    1. If you have previous deductions, use the past three months' data.

    2. Set a threshold based on the bottom 4% of deduction dollars.

4. Choosing Clearing Options (00:51)

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    1. Select how you want below threshold deductions to clear:

      • Clear: Choose promotions to clear against.

      • Write Off: Select a fund type to write off directly.

    5. Enabling Rules (01:19)

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    1. Enable the rules to allow masking and resolving low threshold deductions with a click.


    6. Running the Automation (01:31)

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    1. Open your deductions and access automation via the lightning bolt icon.

    2. Run the automation to resolve deductions under the specified threshold.


    7. Reviewing Results (02:08)

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    1. Check that all below threshold deductions are resolved with an open amount of zero.

    2. Confirm that invoice lines are generated automatically for each resolved deduction.


    8. Voiding Deductions if Necessary (02:22)

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    1. If you need to avoid mass clearing, use the mass select option.

    2. Access the void button to void selected deductions.

  • Ensure you have the necessary permissions to set low balance thresholds.

  • If you lack access, contact your admin or customer success manager for assistance.

Tips for Efficiency

  • Ensure you have the necessary permissions to set low balance thresholds. If you do not have access, contact your admin or Vividly customer support for assistance.

  • Regularly review past deduction data to set accurate thresholds.

  • Familiarize yourself with the automation tools to speed up the process.