This is a substantial feature release covering several areas of Customer and Contract management: Calendar View, Export Schedules, Cancellation Templates, Manual Payments, Customer Memos, Archive/Reinstate Customer, Projected Payments, and Customer/Contract search improvements.

You can now view a full calendar of events for any contract directly from the Customer Detail page. Click the new calendar icon on a contract row to open a monthly view showing scheduled payments, ad hoc payments, AUDDIS events, patches, version changes, and the contract's effective end date — all in one place, without needing to interpret the contract's schedule configuration manually.

Available to: Client Admin, Client User, and Client View Only roles with contract view access.

A new Export Schedules button has been added to the View Client Details panel (accessed via Quick Actions), letting you download a client's complete list of services and schedules as a CSV file — useful if you have more schedules than the 20-result dropdown limit in Create Contract and Amend Contract can display.

A helper note in the schedule selection step now signposts this export when your search doesn't return the schedule you're looking for.

The customer/contract search used in Create Ad-Hoc Payment, Amend Contract, and Manage Schedule has been simplified into a single search field. You can now search by customer name, email, customer reference, or bank reference — no need to know which one to use, or to search in two separate steps.

The same quick action search fields now remember your last 10 selections, so you can quickly re-select a customer or contract you've worked with recently without typing a search term. History is kept separately per quick action, per user, and per device, and persists between sessions.

Client Add Only users previously had no visibility into the customer and contract list at all. They can now see the customer and contract records they personally created — giving them a way to review their own entries for accuracy and confirm details are correct after data entry, without exposing data they don't need to see.

Client Admins can now configure the email and letter communications customers receive when a Direct Debit is cancelled — for both standard BACS reason codes and your own custom cancellation codes. The new Cancellation Templates section (under Direct Debit) includes a full template editor with merge fields, rich text formatting, and validation to help you build clear, on-brand cancellation communications.

Available to: Client Admin only.

When cancelling a contract via Amend Contract, you can now select a reason for cancellation if your organisation has custom cancellation codes configured. The reason is recorded against the contract for audit purposes, and — where a communication template has been set up for that reason — automatically triggers the relevant customer communication.

Communications triggered by a cancellation reason template now appear in the customer's Communications tab alongside all other system communications, giving you a complete view of everything sent to a customer.

You can now archive or reinstate a customer directly from the Contracts tab without navigating back to the customer list. Archiving a customer with active contracts will cancel those contracts as part of the same action; you can optionally add a comment, which is recorded against each affected contract.

Available to: Client Admin only.

A new Memos tab has been added to the Customer Detail page, letting you record internal notes against a customer — with optional attachments, and full view/create/edit/delete controls based on your User type.

When adding a new schedule version or editing an existing one, you'll now see a preview of the upcoming projected payments — including collection dates, BACS-adjusted dates, and amounts — before confirming the change.

The subtitle on the Customers/Contracts list page has been updated to explain that clicking any row shows payment history, contracts, and the full audit trail.

The update will be applied to everyone on our SaaS platform on 13/07/2026