Keep every dollar of spend tied to what was actually approved, with automated deduction matching, sales-initiated check requests, and real-time payment dashboards
Accurate actual spend drives stronger insights
Fewer errors, fewer surprises, and better spend governance
Check requests stay tied to the rep who planned them, for easy auditability and quicker answers
Create check requests directly for planned activities. Get rid of finance system silos by keeping the context of what was planned and approved attached to the payment itself.
Leverage Blue RGM's legacy matching capability, now natively connected to Blue Deductions. Actualizes planned Promotions & Terms with deductions. Incorporates non-planned/non-working/compliance deductions into customer P&Ls.
Use AR/AP system integration to directly push reconciled and approved payment data directly to connected systems, including feeding credit memo creation on the AR side.
Use curated and custom dashboards to dynamically filter and sort check requests and deductions by customer, type, status, aging, original amount, and remaining open value.
Yes, Blue RGM integrates directly with AR/AP systems. The UpClear Client Success team helps set up these integrations during the delivery process.
The Payments module in Blue RGM connects check requests and deductions to configurable approval workflows, supported by direct integrations with AR/AP. As a result, finance can easily align with other departments using a governed, auditable view of spend.
Sales teams create check requests directly for the activities they planned, so what gets paid stays tied to what was actually approved.
Blue Payments actualizes promotions and terms with real spend data. That way, post-event analysis reflects what actually happened, not just what was planned.
