DDCMS

Download a report of payments submitted to Bacs.

Collections Report

Download a financial summary of amounts disbursed to clients from collected Direct Debits, including a breakdown of the value collected through each payment method.

Disbursement Report

Disbursal timing, bank holiday considerations affecting collection and payment dates and agreed fixed disbursal schedules.

Disbursal payment dates

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Reports automatically created based on your payment activity.

Auto-Generated Reports

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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