In the modern age of financial compliance defined by legislation such as the Sarbanes-Oxley Act, it becomes vitally important for an organization to be able to provide a complete audit trail of all liabilities and expenses. Trade+ maintains a financial record of all pricing, promotion, deal, event, rebate, administration fee, commission and incentive program commitments made by company representatives and associated accruals and payments. This ensures complete visibility, whether for statutory or internal auditing purposes, and allows for all changes to be logged.

To complement the auditing process, Trade+ provides a ‘drag and drop’ workflow engine which means that a completely transparent accountability system can be put in place. Managers can ensure that approval is required at the appropriate points and delegate responsibilities as they choose.

Even if your business does not have to provide an audit log by mandate, the ability to track ‘who did what’ and ‘when’ is still a powerful tool and business benefit. Strong audit and tracking features allow your organization to better understand any adverse situations, and apply remedial action and process improvements. Implementation of the tracking and workflow engine allows you to identify the individual contributions of the team.

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Trade Promotion Management for Microsoft Dynamics™ AX