# Approving Sales Reports ## **Overview** In addition to viewing and managing sales reports, Revelator’s Finance section provides powerful workflow tools: * **Batch Approving Reports**: Approve multiple new or pending reports at once. * **Foreign Currency & Adjustments**: Handle cross-border revenues by setting up or applying currency conversions and making manual adjustments. * **Exporting**: Export your consolidated or filtered reports for external analysis or archival. * **Detaching Unmatched Reports**: Separate unmatched lines or entire reports that need further verification to keep your main list clean and focused. *** ## **Prerequisites** 1. **Access to Finance**: You must have the appropriate user permissions to view and manage the Finance section. 2. **Supported File Formats**: Ensure your report is in a format Revelator can parse. For example, CSV, or TXT from recognized DSPs or distributors. 3. **Catalog Management**: Ideally, you have a clean catalog with accurate metadata (ISRC codes, track titles, etc.), to minimize unmatched lines upon import. *** ## **Who Is It For?** * **Label Managers / Accountants** who process a high volume of DSP statements and want efficient approval flows. * **International Teams** handling cross-currency revenues and manual adjustments. * **Admin / Financial Controllers** who require exports of financial data for auditing or external reporting. *** ## **Key Benefits** 1. **Time Savings**: Batch approving eliminates repetitive single-report confirmation, speeding up large workflows. 2. **Accurate Cross-Currency Management**: Add or adjust foreign currency rates, ensuring final payouts reflect current exchange rates. 3. **Streamlined Data Hand-offs**: Exporting allows quick sharing of statements or summaries with stakeholders outside Revelator. 4. **Clean Data & Organization**: Detaching unmatched lines (or entire reports) for separate review prevents clutter and ensures only verified data is processed further. *** ## **How It Works: Step by Step Guides** ### **1. Batch Approving Reports** 1. **Navigate to Finance**: In the left-hand menu, click **Finance** to open the list of sales reports. 2. **Select Reports**: Use the checkboxes in the first column (or a multi-select option) to choose the reports you want to approve in bulk. 3. **Click “Approve”**: Locate the **Approve** action button (often in a toolbar above the report table) and confirm your choice. * *Result*: All selected reports move to an **Approved** state, eliminating the need to individually confirm each one. ### **3. Exporting Reports** 1. **Filter & Group**: Before exporting, apply any desired filters (e.g., date range, DSP, or unmatched lines only) to capture the precise dataset you need. 2. **Select Export Format**: In the **Export** dropdown, choose a format (CSV, XLSX, or any supported format). 3. **Download**: Click **Export** to prompt a file download. Save the file locally for accounting, auditing, or sharing with external collaborators. 4. **Verify Data**: Open the exported file in your spreadsheet or financial software to ensure the correct columns and filters were applied. ### **4. Detaching Unmatched Reports or Lines** 1. **Locate Unmatched Reports**: Within the **Finance** list, look for a report flagged as “Unmatched” or containing unmatched lines. 2. **Open Report Details**: Expand the report to see the unmatched lines. 3. **Detach Unmatched Items**: * **Detach Entire Report**: If a report is significantly incomplete or has widespread mismatches, select **Detach** or **Move to Unmatched** from the action menu. * **Detach Specific Lines**: If only certain lines are problematic, select them individually and choose **Detach** or **Separate for Review**. 4. **Review Later**: Detached reports or lines typically move to a separate Unmatched or “Pending Review” section, ensuring the main Finance list contains only active, finalized, or approved items. *** ### **Frequently Asked Questions** * **Can I undo a batch approval if I made a mistake?**\ Yes, you can reopen an approved report if you notice errors. However, if the system has already allocated payouts, additional steps may be required to reverse the distribution. * **Do manual currency adjustments override automatic rates?**\ Yes. When you enter a manual rate, it typically overrides the auto-fetched rate. Make sure to document why you changed the rate for future reference or auditing. * **How do I export only unmatched lines for further analysis?**\ Use filters to show only unmatched lines or reports, then click **Export**. The downloaded file will reflect your filtered view. * **What happens if I detach a report and never reattach it?**\ It remains in a “detached” or “pending” state, not affecting official earnings calculations. You or another team member can revisit it later to match lines or confirm data. *** ### Additional Resources * Finance Overview & Unmatched Lines Guide * Currency Conversions & Best Practices * Bulk Metadata Matching & Imports *** ### Next Steps and Future Releases * **Enhanced Batch Tools**: Future updates may provide partial batch-approval, allowing you to skip certain lines or segments. * **Auto-Currency Updates**: Additional integrations with currency-rate APIs to further automate conversions. * **Audit Log Improvements**: More detailed history of who approved, detached, or adjusted lines for transparent financial reporting. --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. 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