Automated JanSanix Rebate Reconciliation
On the first business day of each month, WebRun opens JanSanix, totals your purchases through the buying group by rebate tier, lays the totals next to the group's rebate statement in a Google Sheet, checks that the matching credit landed in QuickBooks Online, and flags any tier or dollar amount that does not reconcile.
How do I check that my buying group paid the rebate I am actually owed?
WebRun reconciles your buying group rebate every month. It totals your purchases in JanSanix by rebate tier, lays that next to the group's rebate statement in a Google Sheet, and checks QuickBooks Online for a matching posted credit. Any tier that is short or missing its credit gets flagged before the claim window closes.
- Rebate shortfalls get caught before the claim window closes
- Finance sees a tier by tier variance instead of a lump sum to trust blindly
- No rebate credit goes unverified against what QuickBooks actually received
Built for jan-san distributors in a buying group · distributor finance teams · purchasing managers · co-op member distributors
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
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WebRun signs in and gets to work
Opens
cloud9erp.comin a real browser with your saved login - no setup, no API keys. -
1
JanSanix (Cloud 9 ERP Solutions) - total purchases by rebate tier
cloud9erp.com
WebRun opens JanSanix (Cloud 9 ERP Solutions) to total purchases by rebate tier. - Open JanSanix and pull total purchases for the period, broken out by rebate eligible product category
- Group the totals by rebate tier the way the buying group calculates them
Done when Every rebate eligible purchase for the period is totaled by tier.
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2
Google Sheets - reconcile purchases against the rebate statement
google.com
WebRun opens Google Sheets to reconcile purchases against the rebate statement. - Lay your tier totals next to the buying group's rebate statement line by line
- Calculate the variance for each tier and flag any line that is short
Done when Every rebate tier has a calculated variance against the statement.
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3
QuickBooks Online - confirm the credit was posted
- Check that a credit matching the rebate statement amount was posted to your account
- Flag any statement amount with no matching credit posted yet
Done when Every rebate credit is confirmed posted or flagged as missing.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Does it change anything in QuickBooks Online?
No. It only reads the credits already posted there to confirm the rebate arrived. It never creates, edits, or deletes an entry.
How does it know what we are owed?
It totals your actual purchases in JanSanix by the same rebate tiers your buying group uses, so the comparison is apples to apples with their statement.
What happens when it finds a shortfall?
It flags the specific tier and dollar amount in the reconciliation sheet so your finance team can raise it with the buying group before the claim window closes.
Related templates
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