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Linking turnover lines to external references and a brand new included items report give users full visibility



Our final Enable update of 2017 is now available within your UAT (user acceptance testing) environment. This provides the perfect opportunity to test newly introduced features, solution improvements and performance enhancements.

Enable’s proactive approach to Enable updates ensures that our software is constantly being improved and enhanced. Working within 6-week development cycles means we can deliver regular updates to you in easy to manage bitesized portions. Our methodology ensures that all of our clients are free to concentrate on their core business, whilst we focus on keeping the key software platforms maintained to the highest standard. This newsletter provides an overview of our latest Enable update.

As well as research-led development based on current market demands, many of our updates result from feedback received from our clients. Any feedback, positive or negative, that you have on Enable can be submitted via email to Our dedicated Client Services team will be on hand to answer any queries you may have.


Our latest update was deployed to your user acceptance testing (UAT) environment on 15th December 2017 and is now available for testing. (This UAT environment is separate to your live environment and provides a suitable testing platform without any risk to the integrity of your live data.)

The timeframe in between deployment to UAT and deployment to live is slightly longer for this cycle, to take into account the Christmas holidays. During this time you will be able to try out the new features and give us your feedback. The update will be deployed to your live Enable environment on 19th February 2018.


This update contains a combination of new features, feature enhancements and performance improvements. The majority of these changes will be deployed as standard to your Enable system. There are however, certain new features and enhancements described in this document which are only available by request, as they require additional configuration in order to be applied to your Enable system.

Please contact a member of your Client Services team for more information.

What’s new?


Turnover line ‘external reference’ field

A Turnover Line can now have an ‘External reference’ which is detailed against the Turnover Line in the Turnover and Daily Earnings reports. The main purpose of this field is to allow Turnover Lines to be identified within a business document, such as an invoice or goods received note. Currently an ‘External reference’ can be specified when manually importing Turnover Lines. The ‘External reference’ field on a manual import can be configured by Enable to be set as mandatory, optional or not used.

Screenshot of the 'Calculate daily earnings' screen in DealTrack.

Daily Earnings and Turnover reports can be filtered by an ‘External reference’. The ‘External reference’ will be shown alongside the appropriate line in the resulting report.

Turnover line ‘interface date’  field

A Turnover Line now has an ‘Interface date’, which allows a distinction between the ‘Transaction date’ (used for Deal Earnings calculation) and ‘Interface date’ (used to identify context replacement). When manually importing Turnover Lines, an ‘Interface date’ can now optionally be specified. All existing Turnover Lines have been configured such that their ‘Interface date’ has been set to their ‘Transaction date’.

Harmonisation of turnover and daily earnings reports

The behaviour of the Turnover and Daily Earnings reports has been unified, both will aggregate results by day when ‘Frequency’ is set to daily, and will aggregate by Turnover Line when ‘Frequency’ is set to the newly introduced ‘None’ option. When aggregating by Turnover Line, the ‘External reference’ will be displayed against each Turnover Line if the relevant setting is enabled.

Screenshot of the 'Calculate turnover' screen in DealTrack.

Consolidation of suppliers and schemes

Within the Suppliers listing, Schemes and Proposals can now be viewed within a side panel, which appears when a Supplier is selected. This is designed to speed up the navigation of the system for users by avoiding multiple clicks. Any Supplier details a user has bookmarked within their web browser will still be accessible.

Screenshot of the scheme select screen in DealTrack.

Included items reporting

Once configured by Enable, a new [VIEW INCLUDED ITEMS] button will be present on the Schemes and Proposals pages to allow a user to download a report of the included dimension items for a particular Scheme. This report will detail the Dimension Items and Dimension Attributes, and will be broken down by Deal.

Screenshot of the scheme select screen in DealTrack with the 'View Included Items' window open.

Enhancement to scheme approval workflow

The Supplier divisions of a Scheme that are locked due to workflow can now be edited, allowing users to perform a bulk edit of Supplier divisions across both locked and unlocked Schemes of a Supplier. The configuration of Trading Partner divisions including enabling ‘Can edit divisions for locked schemes’  is performed by Enables Development team.

The user acting as a ‘Scheme lead’ is now displayed more prominently in the system for Schemes undergoing Workflow, and will also be included in any Workflow emails. Additionally, the CSV file which can be downloaded from the Workflow page, has been expanded to include more information.

Screenshot of the scheme settings screen in DealTrack with the supplier divisions window open.

When running the Scheme Workflow report, a new ‘My team's responsibilities’ filter has been added, which will display Schemes where the ‘Scheme lead’ is one of the user's subordinates. Finally, when a role is superseded, more helpful information will be displayed on the Workflow page regarding this role.

Refined inclusion of users in scheme approval workflow

Various enhancements have been made, which allow for finer control of the users invited into the approval Workflow for a Scheme. There is now a ‘Can start workflow’ option, which can be set for members of a Workflow role. Additionally, rather than users being invited to a Scheme due to the net spend meeting their invite threshold, there is now the option for the invitation to be sent if the baseline earnings for the Scheme exceed the users invite threshold.


Enhancements to cash collection functionality

The label for the ‘Unallocated only’ filter on the Debtors report search pane has been reworded to be more descriptive. The Payment History report will display the date received for a receipt as a new column. Across the ‘Cash App’, the ‘Actual rate’ column will be replaced by the ‘Accrual rate’ column if the ‘Use accrual earnings’ setting is turned on. The rate type in use will then be used to populate a new rate column which has been added to the payment allocation screen.

Report creation speed

Performance enhancements have taken place to improve the time taken to produce Daily Earnings and Turnover reports. This has been targeted at Suppliers with a large amount of associated Turnover, resulting in reports created in half the time.

What’s coming up?


In line with Enable’s commitment to release an Enable update every six weeks, our next update will be deployed for testing within your UAT environment in February 2018, with deployment to your live environment to take place in April 2018.


As part of our February update, we will be making further performance optimisations and platform enhancements. Alongside this, we will be introducing a series of new functionality, as well as enhancing existing Enable features. Further details of our next update will be provided as part of the February ’18 Enable update.

If you have any questions regarding our current or upcoming Enable updates, please contact your Client Services team at

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