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How Can I Review and Approve Deal Changes?

Deal changes need to be approved before they can be finalised for the relevant pay period and for MyAffiliates to be able to run the End of Month. The Deal Approval section allows Affiliate Managers to review the calculations behind each deal and approve individual deals or multiple deals in bulk.
Step-by-Step Guide

  1. Navigate to Operations > Deals > Deal Approval.

  1. Select the relevant Open Pay Period.

 

  1. Choose Display Unapproved Deals and Run Report.

 

  1. The system will display the deals requiring approval, along with a summary of the figures used for each deal.


Reviewing a Deal
Before approving a deal, the Affiliate Manager can review the calculation in more detail:

  1. Locate the deal you want to review.
  2. Click the Review link on the right-hand side.

  1. A detailed report will open showing a breakdown of the figures used to calculate the earnings for that deal, including the calculations for each affiliate subscription.

  1. Review the figures and confirm that the deal calculation is correct.

Approving a Deal
If the deal has been reviewed and is ready for approval:

  1. Locate the relevant deal.
  2. Click the Approve link on the right-hand side to approve the individual deal.


Bulk Approving Multiple Deals
If multiple deals have been reviewed and are ready for approval, they can be approved in bulk:

  1. Select the deals you want to approve using the checkboxes next to each deal.

  1. To select all displayed deals, use the Select All option.

  1. Once all required deals have been selected, click Bulk Approve Deals.



 

Important: Deals should be reviewed and the figures confirmed before approval. The Review option can be used to see the detailed calculation for an individual deal, while Bulk Approve Deals allows multiple deals to be approved at once.
 

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