Key highlights include the introduction of two new standard reports (Future Payments Due, Payment Schedule – Notice Given), and a new Downloads tab for background-processed reports, a fresh “Report data last refreshed” indicator on the Reports & Analytics page, a collapsible filters panel across the standard reports, a more polished Contracts tab and Customer Answers experience.

The Future Payments Due report is now available, allowing ClientAdmins to see all projected upcoming Direct Debit and Direct Credit payments due across their organisation. The report supports cash flow planning, payment schedule verification, and forecasting collections.

To access the report, navigate to Reports & Analytics and select Configure Report on the Future Payments Due card. The filter panel is empty by default, and the report shows payments due in the next 12 months as standard. The 12-month limit can be extended by entering a Bank Reference, Customer Reference, or Additional Reference, in which case a soft amber message confirms the change.

Filters supported: Due Date Range (From / To), Bank Reference, Customer Reference, Additional Reference, and Status (multi-select, all selected by default). Past dates are prevented in the From date picker. Filter values are preserved when navigating away and back within the same session, and the report keeps its own independent filter state.

The preview area offers two tabs: a Detail tab listing each projected payment row by row, and a Summary tab giving six aggregated figures including total payments found, value of active vs cancelled Direct Debit Instructions, and the total value of all payments due. Each tab supports CSV and XLSX download.

The Payment Schedule – Notice Given report is now available. It shows all contracts where a future payment schedule cancellation has been applied.

To access the report, navigate to Reports & Analytics and select Configure Report on the Payment Schedule – Notice Given card. By default the report shows records with notice given between three months ago and today. Filters can be adjusted to extend or narrow the date range, and Bank Reference and Additional Reference filters are available to drill into specific contracts.

The Notice Given Date column reflects the future date from which collections will stop, not the date the cancellation was applied. Records persist in the report after the notice date has passed – this is a permanent historical record.

Custom question columns willa pepar in the report if you use this functionality. Both CSV and XLSX download formats are available.

A new Downloads tab has been added to the Standard Reports page, alongside the existing Create Report tab. The tab shows your background-processed report downloads and their current status.

When a report exceeds the threshold for immediate generation, it is processed as a background job and a toast message confirms it will appear in the Downloads tab when ready. The tab displays a sortable, filterable grid of downloads with seven columns: Date Generated, Generated By, Report Type, Report Name, Scheduled, Status, and Actions.

Status badges show Completed (green), Pending (grey), In Progress (blue), or Failed (red). The Download action button appears on Completed rows; Failed rows do not offer retry – to regenerate, return to the original report page. The list refreshes automatically every 10 seconds while any download is still in progress.

Filters available: Report Type, Report Name, and Date Generated range. Pagination shows 10 rows per page.

Visibility rules: you always see your own completed downloads. You can additionally see scheduled reports from other users at their organisation when the scheduled report is associated with their selected clients. Non-scheduled manual downloads from other users are never visible.

A new indicator pill has been added to the Reports & Analytics page, beneath the page description. It shows how recently the underlying report data was refreshed, expressed as a precise staleness duration – for example, “Report data last refreshed 27m 37s ago” or “1d 22h 28m 18s ago”. This helps set expectations on data currency before opening any report or running a natural language search.

The indicator is shown as a small, neutral pill with a clock icon and the staleness text. It does not auto-refresh while you are on the page – it updates when you reload. The indicator covers all standard reports, the Transaction History panel, and natural language search.

The filters panel on each standard report page within Create a Report can now be collapsed and expanded, giving you more room for the report preview when working with wide reports.

When collapsed, the panel reduces to a narrow vertical strip containing a chevron toggle, a live filter count badge, and a column count badge (shown as checked/total, e.g. 12/12). The report preview expands to fill the full available width. All your filter values, applied filters, and column selections are preserved when you collapse the panel – nothing is reset.

Panel state, filter values, and column selections are remembered for each report independently and are restored when you return to that report within the same session. Refreshing the page resets to defaults.

The collapse and expand controls are fully keyboard accessible and screen-reader friendly, with state changes announced via a live region.

On the Customer Answers tab of a customer record, you can now delete a non-mandatory answer while in edit mode. A Delete button is displayed alongside Cancel and Save in the answer row. Mandatory questions cannot be deleted – only Cancel and Save are shown for those.

When you click Delete, a confirmation prompt asks you to confirm. If you confirm, the answer is removed from the list and the row is no longer displayed on the tab. If you cancel, the answer is preserved and the row remains in edit mode with its current value.

On the Contracts tab of a customer record, when the customer has exactly one contract, that contract row is now pre-expanded on page load, showing the schedule details (Schedule Start, Frequency / Amount, Next Due, Schedule Status) without you needing to expand the row manually. Where a customer has multiple contracts, rows remain collapsed by default so the list stays scannable.

When you navigate to Manage Payment Schedule from a contract row, the customer and contract are now pre-populated, and both fields are locked – you cannot accidentally change to a different customer or contract while in that context.

When you return to the Contracts tab, the schedule sub-row you navigated from stays expanded and its schedule data is refreshed.

The update will be applied to everyone on our SaaS platform on 03/06/2026