Automated Marg ERP Scheme Reconciliation
Every night, WebRun opens Marg ERP, recalculates what scheme or discount each invoice billed that day should have received, flags any mismatch against the scheme master, records the value gap in Xero for your accountant, and logs every mismatch to a dated row in Google Sheets.
How do I catch scheme and discount mismatches in Marg ERP?
Every night WebRun compares Marg ERP's scheme master against the day's billed invoices, flags any bill that under or over applied its scheme or discount, and records the value gap in Xero for your accountant to confirm. It logs every mismatch to Google Sheets, so margin leakage from scheme errors gets caught the same day it happens.
- Scheme and discount errors are caught the same night they happen
- Every mismatch is logged with its exact value gap
- Margin leakage from misapplied schemes gets flagged before it compounds
Built for FMCG distributors · pharma wholesalers · stockists · accounts teams
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
www.margcompusoft.comin a real browser with your saved login - no setup, no API keys. -
1
Marg ERP - compare bills against the scheme master
margcompusoft.com
WebRun opens Marg ERP to compare bills against the scheme master. - Open Marg ERP and load the scheme master alongside the day's billed invoices
- Recalculate the scheme or discount each invoice should have received
- Flag every invoice where the billed scheme differs from the scheme master
Done when Every invoice billed today has been checked against its scheme entitlement.
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2
Xero - record the value gap for review
xero.com
WebRun opens Xero to record the value gap for review. - For each mismatch, work out whether the business over gave or under claimed the discount
- Record the value gap in Xero against the right scheme or discount account
- Leave the entry for your accountant to confirm, never posting a correction on its own
Done when Every mismatch has a value gap recorded in Xero for confirmation.
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3
Google Sheets - log every mismatch
google.com
WebRun opens Google Sheets to log every mismatch. - Open the scheme reconciliation sheet and add a dated row
- List each mismatched invoice with the retailer, scheme, expected versus billed discount, and the gap
- Keep a running total of over given and under claimed value so patterns are visible
Done when Every mismatch for the day is logged in the sheet with its value gap.
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
Will it change my scheme master or post corrections on its own?
No. WebRun only flags mismatches and records the value gap in Xero as an entry for your accountant to confirm. It never edits the scheme master or posts a correction by itself.
How does it calculate the correct scheme?
It reads the scheme master rules in Marg ERP for each product and period, recalculates what the invoice should have received, and compares that against what was actually billed.
What happens once a mismatch is fixed?
It reads live billing data each night, so once an invoice is corrected in Marg ERP it drops off the next day's mismatch list automatically.
Related templates
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