Access PaySuite DDCMS enables you to easily modify the start date of any future schedule version directly within the interface. This is particularly helpful when upcoming schedules need to be revised due to changes in customer requirements, contract updates, or timing adjustments.
The process is fast and guided, with built-in validation to ensure the new start date is compliant and does not create any schedule conflicts.
Update a future schedule version
Within the CUSTOMERS tab, find the customer by searching any of the fields.
Click View Customer the eye icon, this opens the customer's PROFILE.
Click on the CONTRACTS tab.
On the contract row under Actions, click the double green cog icon.
From the dropdown, click on View/Amend Schedule Versions.
Click the Actions dropdown next to the future schedule version.
Select Edit Schedule Version.
Under Date of Change, select Yes.
Click the dropdown under Date of Change to open the date picker.
Select the new effective date you want to apply to the schedule version.
📌Note: Dates within the Bacs amendments notice period are automatically blocked and can't be selected.
Review the preview grid showing the updated:
Collection dates
Collection amounts
Timeline order
Click Next Step once actioned.
Click Confirm these changes and this will take you back to the previous screen.
Audit log
All changes are automatically recorded in the audit trail including:
Previous start date
New start date
User who made the amendment
Timestamp
This ensures full visibility and compliance.