Deductions Management in Adesso AI

Cut your deductions processing time using artificial intelligence.

Table of Contents

1. Introduction
2. Instructions
3. Example with screenshots
4. Downloadable copy
5. Video demo

Introduction

With the Adesso AI Deductions Manager, you can cut your deductions processing
time using artificial intelligence.

Intelligent document scanning allows for easy uploading of complex documents and
immediate matching of deductions to spend.

Instructions

1. Navigate to app.adessoai.com
2. Click Deductions Manager.
3. Deductions are pulled from your ERP system. You don’t have to worry about how your deductions are split by the different invoices sent from your Distributors. You can upload documents and have Adesso do it for you.
   1. Under Open Deductions, find the deduction you want to associate with the invoice and copy the check number.
4. Click Document Center.
5. Click Upload.
6. Search for and select the Customer.
   1. Click Select Files.
7. Select the document(s) you want to upload > click Open.
8. In the Upload Documents window, paste the Check # in the field to make it easy to find later. Click Upload.
9. You will receive the following message: File(s) Uploaded Successfully.
10. Click Deductions Manager.
11. In the Filter window, paste the Check Number > click Apply Filter.
12. You'll see all the line items associated with the uploaded check.
    1. Click the Deduction Number to see additional details of the uploaded document.
13. Click the Check Document link to open the document.
14. You will see an uploaded copy of the document.
15. Upon closing the document, you'll notice that Adesso has split out the individual line items, copying the uploaded document.
16. Copy the MCB Invoice Number.
17. Click Document Center.
18. Click Upload.
19. Search for and select the Customer.
    1. Click Select Files.
20. You may select as many files as you need.
    1. Select the document(s) you want to upload > click Open.
21. You may find that the documents share similar information with that deduction when uploading documents.
    1. Click Apply to All to open the area that will allow you to populate similar fields for all documents being uploaded.
22. The fields include:
    1. Type
    2. Check #
    3. Invoice #
    4. Deduction #
23. Click Upload.
24. You will receive the following message: File(s) Uploaded Successfully.
25. Click Deductions Manager.
26. Select your Distributor > click Apply Filter.
27. Look for the MCB Invoice Number and copy it.
28. Paste the Invoice Number < click Apply Filter.
29. The MCB file breaks out the documentation like the earlier upload.
30. Scroll to the right to see the breakdown of the document. Click DealItem.
31. Search by Deal Type: MCB %
32. You can see the deal information.
33. Adesso has staged your deductions for your review. If you are ready to settle them, select the deductions > click Settle Selected.
34. Click Pending Deductions to see the deductions that need your intervention.
35. Review the pending deductions, select the deduction(s), and determine your course of action:
    1. Approve Selected
    2. Reject Selected
36. Click Closed Deductions to see the deductions that have been completed.
    1. If you find that you need to reopen a deduction, select the deduction(s), and click Reopen Selected.

Instructions with screenshots

Download a copy: 

Deductions Management in Adesso AI Cheat Sheet

Watch us in action: 

Deductions Management in Adesso AI Video