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Share schemes and deals with brand new Enable Collaborator

September‘s update sees the launch of Enable Collaborator, which when configured will allow you to share your schemes and deals with your suppliers.

New multi trading partner reporting functionality will also enable you to run reports at much a more granular level. We also have a brand new deal creation wizard to guide you and your team when setting up deals.


What’s new?


Collaborator is now available by request to be configured in your Enable instance.

Collaborator allows you to share your schemes and deals with your trading partners by allowing them to view the scheme PDF. If your supplier is part of your approval workflow process, they can also log in to the Collaborator app to sign off the schemes. It will then automatically populate the suppliers signature and show this activity in the activity log. When you enter a scheme, you will also be able to see who has viewed the scheme on the top right.

If you would like Collaborator setup, please contact Enable’s Client Services team. An Enable administrator will then configure Collaborator in your instance. To invite trading partners to collaborate with you, you will need to add the trading partner contact into Enable and send them an invite. This will generate an email to them so that they can create a password and log in to start collaborating.


General Enable updates

Multi trading partner Reporting

The new multi partner trading reporting functionality can be configured by request. If you would like this feature enabled, please raise a ticket in the Support Hub.

Improved trading partner selection - The trading partner selector present when configuring a Deal Earnings report, Daily Earnings report or Turnover report will now display a paged, searchable listing of trading partners. It will also allow selection of multiple trading partners if multi-trading partner selection is enabled, or if configuring a Deal Earnings report with no view by or dimension filter. Multiple selection may also be performed indirectly by selecting various trading partner attributes.

Overnight calculation of large reports - If it is known that a report is going to take a long time to generate it will be generated overnight. You will be presented with a message if this is going to be the case. The user can view pending reports in the 'My Reports' area. They will also be able to cancel overnight reports, even if the report has started generating.


Deal creation wizard

We have introduced a brand new deal creation wizard giving new or less experienced users a guided experience when creating a new deal.  This is accessible from the ‘create a deal’ button within the quick links section of the Enable dashboard.


Performance Enhancements

We have made a number of performance enhancements as part of this update. These include improvements to scheme approval page performance and the general robustness of turnover imports.

Cash App updates

Debtor report download aggregation levels

It is now possible to specify the level of aggregation when downloading a debtor report between schemes, deals or deal lines. In addition to this, it is also now possible to include sub-totals in the report.


Forecasting updates

The forecasting module is an optional Enable feature. If you would like to find out more about the forecasting module, please contact you Customer Success Manager.

The following updates have been made to forecasting.

changing deal dates

Preserve phase spending - When a current forecast has been created using the 'Preserve Phase Spending' method and the deal dates change such that the new current forecast will have different phasing periods to the old forecast, then the phased spends will now be carried forward respecting the calendar dates of the old forecast. Any new periods will be set to zero.

Preserve total - If a deal date is changed and a forecast exists which is set to Preserve Total, the expected turnover will now be apportioned over the periods which were previously included in the forecast and not over any new periods. If this is not possible, the current forecast will be split in the ratio defined by the default phasing.

Warning when changing deal dates - If a forecast exists for a deal and the forecast calculation method is not Automatic, then you will prompted to confirm before changing dates for a deal. This confirmation will ensure you are fully aware that the forecast should be reviewed and amended appropriately.

Forecast default phasing - Populated templates - The CSV template for importing default phasing will now be populated with the current default phasings already in the system for the forecasting period selected. The template will respect the 'Basis for default phasing periods' setting.

Mechanism with per item rates - If a deal mechanism allows 'Per item rates' (currently only the 'Fixed Unit Rate' mechanism) and this has been configured for a deal, then the earnings will be calculated on the assumption that forecast turnover is to be equally distributed over all the dimension items for which a rate has been configured within the deal.

Updates for admin users

‘Can set accrual bands’ user permission

Client administrators will now be able to configure a 'Can set accrual bands' permission on a per-user basis. Only users with 'Edit' level permissions for a deal and the 'Can set accrual bands' permission will be able to alter accrual bands for a deal. If a user has 'Edit' level permissions but does not have the 'Can set accrual bands' permission then they will be presented with a read-only view of the accrual bands.

This feature can be configured by Enable’s Client Services team by request. If you would like to find out more about this please raise a ticket in the Support Hub.

What’s coming up?

In line with Enable’s commitment to release an Enable update every six weeks, we have a tonne of updates coming up and will be ready to test in your UAT environment on 1st November. Deployment to your Live environment will take place on 11th December.

Approval hierarchy display enhancements

The “signed off on behalf of” status for users within the approval hierarchy will be enhanced to clearly display the name of the user who signed off on their behalf as well as any notes entered by the user. It will also be possible to download any files uploaded during the “signed off on behalf” of action.

Deduction enhancements

Accrual band calculation corrections - When using the Forecasting Module to set the accrual band for a deal, any relevant discounts or deductions will be respected when calculating the final accrual band using the forecasted turnover. Relevant discounts and deductions will also be respected when displaying the accrual turnover within the Watchlist App.

User interface updates - The display of targeted Deals within the Deal Edit page, the Watchlist App and the Forecasting module will be made consistent. Each page will clearly show relevant discounts and deductions applied to the deal as well as a breakdown of growth for deals with growth incentives and a clear indication of which turnover band is the Actual, Forecast and Accrual turnover band.

Setting of accrual band based on forecast earning by default

It will now be possible to configure Enable so that the Accrual Band for a deal will be based on the forecast spend calculated by the Forecasting Module by default.

Trading partner reconciliation report

Enhancements will be made to the reconciliation reporting within Enable. This will include a new dedicated report viewable in Enable, along with advanced filtering capabilities.


We will continue to build out our newly available Collaborator module. This will provide advanced features to improve functionality and the overall user experience.


A new ‘Reset Phasing’ button will be added to the deal forecast edit page for forecasts which are set to ‘Preserve Total’. Pressing this button will reset the value of all unlocked phasing periods back to their deal default phasing values

When all entered phasing values are equal to zero for a ‘Preserve Total’ forecast, the phased spends will be calculated using the deal default phasing values.

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

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