Channel RevOps
Unify partner receivables and payables in one channel RevOps workspace. Track settlements linked to MDF, automate approvals and give vendors and partners transparent financial visibility.
Vendors automate partner receivables payables workflows with audit-ready approval chains. Partners get transparent tracking with faster processing and self-service options. Management gains financial control with data-driven decisions and risk mitigation.
| Purpose | MDF Request | Type | Approver | Copied To | Added by | Added On | Approval Status | Options |
|---|---|---|---|---|---|---|---|---|
| MDF – Q2 Campaign Credits | REQ-1432 | Receivable | Priya Raman | Finance Ops | Alex Chen | 2025-03-02 | Pending approval | |
| Program Fees – Renewal | REQ-1398 | Receivable | Ishan Gupta | RevOps | Maya Lee | 2025-02-24 | Approved | |
| Event Sponsorship | REQ-1250 | Payable | Nora Ellis | Partner Team | Ivy Tran | 2025-02-20 | Pre-approved | |
| Professional Services – Implementation | REQ-1380 | Payable | Devon Brooks | Accounting | Samir Rao | 2025-02-28 | Pending approval | |
| Consumption Credits – AWS Marketplace | REQ-1182 | Receivable | Chris Park | Finance Ops | Leo Martinez | 2025-02-15 | Approved | |
| Third-Party Services – Integration | REQ-1199 | Payable | Megan Cruz | Accounting | Sarah Young | 2025-02-12 | Approved |
Capabilities
Track money owed to and from partners, connect records to approved MDF requests and keep channel RevOps teams aligned on every settlement.
Track money owed to your organization (Receivables) and manage money your organization owes to partners (Payables) with seamless MDF integration.
Manage receivables and payables
Both sides of partner financial activity in one view.
Seamless MDF integration
Every settlement links to an approved MDF request.
Unified financial view
Channel RevOps sees the full picture at a glance.
Draft mode for creation, submission for approval, multi-level approval workflow and real-time status tracking throughout the process.
Draft, submit and approve workflow
Save drafts and submit when ready for review.
Multi-level approval chains
Route settlements through configured approvers.
Real-time status tracking
Pending, approved and pre-approved at a glance.
Multiple currency support, percentage-based calculations, quantity and value tracking and comprehensive purpose categorization.
Multi-currency support
Handle settlements across global partner programs.
Flexible calculation options
Percentage, quantity and unit value tracking.
Purpose categorization
Predefined categories for consistent classification.
Transaction types
Consumption Credits
Professional Services
Coupons/Vouchers
Program Fees
Third-Party Services
Software Licenses
Online/Offline Events
Miscellaneous
Essential modules
Purpose selection from predefined categories, financial details with currency specification, percentage values, quantity and unit value tracking and CASH/NON-CASH categorization.
Configure custom approval chains with multi-level approvals, temporary delegation capabilities, complete audit trail and automated notification system for pending actions.
Link requests to specific partner relationships, share with team members, collaborate effectively and maintain granular visibility controls.
Custom filters by type, status, vendor and partner. Export to CSV, comprehensive financial reports for accounting and detailed analysis.
Use cases
Common partner receivables and payables scenarios.
Track MDF Q2 campaign credits pending finance approval
Monitor program fee renewals across partner receivables
Process event sponsorship payables linked to approved MDF
Export settlement records for accounting reconciliation
Reduce manual reconciliation, standardize partner receivables and payables processes and give finance and alliance leaders the visibility they need.
Questions
Common questions about this feature and how it fits into your alliance strategy.
Receivables track money your organization expects to receive from an approved MDF or partner program. Payables track money your organization owes to partners. Both sides share the same approval and audit workflow in Channlworks.
Each receivable or payable connects to an approved MDF request. You cannot create a settlement record without an approved parent MDF, ensuring financial activity stays tied to funded partner programs.
Yes. Configure multi-level approval chains, delegate approvers when needed and use automated notifications so pending partner receivables and payables move through review without manual follow-up.
Predefined purpose categories include consumption credits, professional services, program fees, event sponsorship, software licenses and more, so channel RevOps teams classify settlements consistently.
Partners with appropriate permissions see submission and approval status on linked records, improving transparency and reducing back-and-forth with vendor finance teams.
Explore
Complementary capabilities across the Channlworks alliance intelligence platform.
Programs & Compliance
Manage MDF requests and program compliance before settlements move into receivables and payables.
Learn moreAccess Control
Control who can create, approve and export financial records with partner portal RBAC.
Learn morePartner Communication
Keep partners informed on program updates and financial milestones alongside settlement workflows.
Learn moreGive channel RevOps and finance teams one place to track settlements, automate approvals and maintain transparent vendor-partner financial records.