The Art of Accruals: Best Practices for Smarter Trade Management

Thursday, June 26th
1:00 to 2:00 pm ET - Virtual over Zoom

If you’ve ever wondered how to get even more out of Confido’s accrual workflows, this one’s for you. We’re diving into best practices for creating, adjusting, and booking accruals in Confido — with real-world examples and plenty of time for Q&A.

We’ll walk through:

• How and when accruals are created

• Accrued vs. non-accrued trade types

• Tagging deductions to open accruals

• Using forecast or POS data to update accruals

• Month-end best practices for booking cleanly

Whether you're new to the platform or ready to take things to the next level, you’ll walk away with a more structured, confident approach to managing your trade accruals.