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The rebate calendar

The rebate calendar (sidebar Financials → Rebate Calendar, /rebate/calendar) is a read-only, year-at-a-glance schedule of rebate earnings — money due to or received by the member/group — laid out by month and split into paid, confirmed-but-unpaid, and (optionally) projected. It answers "what rebate income lands in which month?"

The sidebar link requires the member or figures role, a client version of 3.7.0 or later, and the site's advanced-projections setting.

What it shows

  • A calendar view — a stacked column chart by month (paid, unpaid, and projected series), where clicking a month lists each rebate in it with supplier, deal, period, frequency, confirmed/projected and paid/unpaid badges, and the amount.
  • A by-supplier view — expandable supplier cards with a 12-month grid per deal.
  • Four summary cards: total, confirmed (actual), projected, and paid.

Controls: projections on/off, year selector, the date basis (due date vs period end), a paid/unpaid/all filter, and — for those allowed group data — a My data / Group data toggle. It is purely a visualization: there are no payment actions here (those live on the rebate management dashboard).

Whose figures you see

The amount each user sees is role-gated in the query:

  • figures-role users see the whole-group payable figure and can switch between group and their own member data.
  • Everyone else is restricted server-side to their own company's member payable — the query appends a hard filter on the viewer's company, and the group-data toggle is hidden. The distinction is silent; the labels just read "My data" / "Group data".

Why does the calendar change unexpectedly

  • Amounts moved between months — the date-basis toggle (due date vs period end) buckets the same rebates differently.
  • Projected bars appeared or grew — the projections toggle is on, or new turnover changed the projections; projected figures are estimates, not confirmed income.
  • A month's total changed with no payment — rebates were recalculated after new turnover, or a payment moved a bar from unpaid to paid.
  • A figures user and a member see different totals — by design: group payable vs own-member payable.

What the rebate calendar is not

  • Not the rebate management dashboard — that is the actionable payment grid; the calendar only visualizes the schedule.
  • Not an accounts-payable calendar — it shows rebate income (receivable), not outgoing supplier payments.
  • Not the deal dashboard rebate cards — those are per-deal; the calendar spans all deals.