Email Signature Size Limits

The email signature size limit has been raised from 20KB to 64KB.

QFR-5800

Improved IPM Selection on Autoserve Calculations

When selecting an IPM during Autoserve, users can now only choose a value equal to or greater than the IPM already set on the finance profile, preventing inconsistent selections.

QFR-5726

Suppression Reason Exposed for Action Instances

A new column ‘Reason’ has been added to the Action Instance page. This will enable admins to see when an action has been suppressed due to e.g. a status change.

QFR-5724

Search Contracts by Funder Number

The Contracts page search has been improved so entering a Funder (Agreement) Number now returns the single, correct matching contract directly — reducing search delays and removing the risk of accessing the wrong customer record.

QFR-5719

Additional Action Types Available on Driver Statuses

Several previously unavailable action types can now be attached to driver statuses, including updates to driver, opportunity, proposal, and order statuses (and their post-duration variants).

QFR-5717

Driver API Enhanced with Grade Information

The driver API has been updated to return Grade details, including valid from/to dates and associated Fleet Policy information.

QFR-5693

New Fleet Policy API

A new API has been built to retrieve Fleet Policy data, including vehicle type, term limits, mileage and rental caps, manufacturer and fuel type restrictions, and option category rules.

QFR-5680

Fix: Final Payment/RV Field Now Populates on Contracts

The Final Payment/RV field on the Contract screen now correctly populates using the value held on the linked Quote.

QFR-5672

Field Renamed for Clarity: "Final Payment/RV"

The "Final Payment" field on the Quote and Contract screens has been renamed to "Final Payment/RV" to better reflect that it represents a balloon payment on purchase products and a residual value on hire products.

QFR-5671

Tasks on Cases

It is now possible to link tasks to cases.The tasks user interface has been more consistent with the rest of Accelerate.

QFR-5652

Order Management

Three new columns have been added to the order management screen:

• Delivery Address
• Delivery Postcode
• First Registration Date

QFR-5650

Support Authorisations: Usability Improvements

The Support Authorisations screens have been enhanced with an Open/Completed status, completion tracking (user and date), sortable date columns, a "Hide Completed" filter, clearer field formatting, and automated email notifications to client admin users when a new request is raised.

QFR-5634

Invoice Summary Report Enhanced with Vehicle & Date Details

The Invoice Summary Report now includes Make/Model and contract Start/End dates, making financial reconciliation easier.

QFR-5319

Nominal Accounts Now Supported on Payment Schedule Invoices

Nominal accounts can now be assigned at brand level and applied automatically to invoices generated via Payment Schedule, including consolidated invoices. Users can override the defaulted account where needed, and the value is now available via the API for downstream accounting systems such as NetSuite.

QFR-5213

Recurring Delivery Update Actions

Order update actions now continue firing every two weeks until an order reaches Cancelled, Rejected, Delivered, or Completed status, ensuring customers receive regular delivery updates throughout.

QFR-5166

Push Password Reset Emails to Customer Portal Users

Admin users can now trigger a password reset email to an individual customer directly from the Customer Portal, making it easier to resolve login issues on a case-by-case basis.

QFR-4971

Uninvoiced Cashflows Available at Supplier Level

The Uninvoiced Cashflows functionality has been expanded to include cashflows where the payer/payee is a supplier, allowing multiple cashflows to be consolidated onto a single invoice rather than created individually per relationship.

QFR-4906

PDF Document Production Performance

We have made changes that should result in shorter PDF document creation times.

QFR-5613

QFR-5597

Relationship Group Copy

It is now possible to copy relationship groups.

QFR-5557

Maximum term for a quote now extended

The maximum term for a deal within Accelerate is now 144 months

QFR-5513

Created ratebooks stored in Accelerate

Ratebooks that are created in Accelerate, using the calculation engine, can now be stored in Accelerate rather than simply being sent as a csv file.

QFR-5511

Eligible for online ordering flag

A new flag ‘Eligible for Online Ordering’ has been added to the quote screen. This is useful if you need to integrate a 3rd party driver ordering system.

QFR-5506

Calculation default API enhancement

Finance products can now be created and updated against calculation defaults over the API.

QFR-5505

Changes to how the discount report is exported

Users will now select ‘Load Report’ and ‘Export Report’ when using the Discount report. This improves performance.

QFR-5494

Improved D.O.B selector consistency

We have now improved the D.O.B calendar on the private individual relationship to be consistent with other D.O.B calendars to improve UX.

QFR-5487

RFL and FRF cashflows

RFL and First reg fees can now automatically be created as cashflows when saving a new quote.

QFR-5460

Enhanced relationship duplication check

QFR-5429

Fleet Policy enhancement

When creating the Fleet Policy, users can now add accessories and accessory packs.

QFR-5421

Dealers marked as 'Inactive'

When a dealer or supplier is marked as ‘Inactive’ it will not be possible to place new quotes or orders with them, until they are marked as active again.

QFR-5270

Driver level opprtunities

It is now possible to assign a driver to an opportunity within the Accelerate UI as well as the addition of the driver column to the opportunities report.The search bars on the Opportunities, Proposals and Quotes and Proposals screens now search for the full driver name.

QFR-5475

Enhancement to the Orders report

Two new columns have been added to the Orders report:

• Gap Commission
• Gap Insurance

This data is taken from the cashflows added to quotes and orders.

QFR-5433

Contract cashflows available in reports

You are now able to report on cashflows added to contracts.

QFR-5432

Credit Line API enhancement

Added on_order field to:relationships/:ID/credit-lines/ GETrelationships/:ID/credit-lines/:CL_ID/ GET




This will enable customers to take the total credit line consumption of all of their vehicles currently on order to combine it with contracts that are being managed off of Accelerate.

QFR-5419

Ancillary product API

The /ancillary-product-templates/GET endpoint now returns descriptions for both delivery and payment frequencies.

QFR-5406

Actions on driver statuses

It is now possible to attach ‘Email Driver Contact’ and ‘SMS Driver Contact’ actions to driver statuses.

QFR-5400

New Action type

It is now possible to attach the ‘Update Driver Status’ action to other statuses.

QFR-5399

Adobe 'Decline to Sign'

Automation now configurable within the Organisation settings when a signatory selects ‘Decline to Sign’ using Adobe Sign.

QFR-5398

API driver level opportunities

It is now possible to create driver assigned opportunities against the relationship over the API.

QFR-5397

Ratebook CO2 based rate tweaks

CO2 based interest rate tweaks are now taken into account when generating ratebooks.

QFR-5386

Accessory actions

Two new action types relating to accessories:

• Update accessory status
• Create accessory as child asset - this will convert an accessory to an asset, where required.

QFR-5381

Accessory packs

It is now possible to create accessory packs which can be added to a quote. The pack will be made up of individual assets with an overall cost. This is particularly useful for commercial vehicles which have pre-agreed groups of accessories and have already been costed as part of the deal.

QFR-5377

New email tag for third-party maintenance provider

New Tag #MAINTENANCE_SUPPLIER_NAME#

QFR-5373

Resident Searching

Users can now search an address to return a list of residents, useful for underwriting, KYC and IDV functions.

QFR-5353

Bulk Quoting Dataload Mapper

There is a new dataload mapper available to clients on a dedicated instance that allows for bulk quoting.

QFR-5335

Improved Maintenance Report on the Customer Portal

Make/Model/Derivative and the last service date is now visible on the Maintenance Report available on the Customer Portal.

QFR-5318

New 'Maintenance History' area within the customer portal

There is now a dedicated 'Maintenance History' area within the customer portal to store vehicle maintenance information.

QFR-5313

Depreciation screen now shows net RV

When creating a depreciation schedule against the vehicle you can now see the net RV.

QFR-5233

Enhanced accessory functionality

When adding accessories to a quote, the following is now available:

• installation date - date picker
• certification date - date picker
• certification expiry date - date picker
• certificate number - free type
• accessory status
• accessory type
• create child asset tick box

There is also the ability to edit an accessory and its attributes.

QFR-5186

VAT statuses on quote calculations

When performing a finance calculation it is now possible to select whether it should be Zero rated or VAT exempt.

QFR-5183

Order platform reference search

A user can now enter the order platform reference into the universal search and it will return the linked order.

QFR-5158

Quantity at quote level

A user can now enter the quantity of vehicles at quote level. If the quote converts to an order, this figure will be used as the order quantity.

QFR-5146

Reporting: Order platform reference

A new column for the order platform reference is now available to be added to the orders report.

QFR-5085

Accessory status

Accessories can now be given statuses to support automation and tracking. e.g. If a specific accessory requires certification then the status update could trigger a task for a user to obtain the certificate.

QFR-5082

Enhanced quote validity enforcement

When validity enforcement is enabled, a user must recalculate the deal before it can be ordered so that any changes to rates, RV’s, SMR budgets etc are taken into consideration. This is predominantly aimed at funders who must re-quote customers after a quote has expired.

QFR-5079

Discount management and quote validity

A quote will expire, even if it is still inside it’s validity period but the discounts used have expired. This will only apply to customers using our discount management and quoting functionality, combined.

QFR-5078

Opportunity Types API

It is now possible to retrieve a list of available opportunity types from the API.

QFR-5306

API for interest rate tweaks

It is now possible to update interest rate tweaks within calculation defaults over the APIcalculation-defaults/:ID/rate-tweaks POST:

{
    "term_floor": number,
    "term_ceiling": number,
    "initial_rentals_floor": number,
    "initial_rentals_ceiling": number,
    "tweak_amount": number,
    "vehicle_group": string
}

QFR-5287

Vulnerability Notes

Highlight notes created by the vulnerability module are now in a different colour to other highlight notes to aid visual clarity.

QFR-5265

SMS API

We’ve added more validation to the sms-messages/ POST endpoint that you can use to send SMS from the Accelerate platform, and have it automatically linked to the appropriate records in your CRM.

QFR-5256

New Supplier and Dealer API Endpoints

See Supplier and Dealer sections of our API documentation for changes.

QFR-5227

New Workflow Actions for Dealer & Supplier Status Management

Four new workflow actions have been introduced — Update Dealer Status, Update Dealer Status Post Duration, Update Supplier Status, and Update Supplier Status Post Duration — to support automated status management within Workflow Settings.

QFR-5226

Workflow-Driven Active Status for Dealers & Suppliers

The Active/Inactive status of Dealers and Suppliers can now be driven by workflow statuses. Inactive Dealers or Suppliers cannot be assigned to new quotes or orders.

QFR-5225

Notes Section on Supplier and Dealer Contacts

A Notes section has been added to dealer and supplier contacts, allowing users to add notes directly against individual contacts and ensuring any notes received via the API are visible in the UI.

QFR-5223

Multiple Contacts for Supplier & Dealer Objects

A new Contacts table has been added to the Supplier object, enabling multiple contacts to be stored against a Supplier record, mirroring the existing functionality on the Dealer screen.

QFR-5222

Funder Connect proposal notifications

When a funder has made an update to a Funder Connect proposal e.g. declined, approved etc. the Account Manager will receive an email alerting them.

QFR-5212

Vehicle Valuations

The valuations routines have been enhanced to support valuations of vehicles on non-dating plates (e.g. vanity plates, NI plates). Where a registration letter cannot be derived, the system will use the earliest as a default.

QFR-5207

'Permission to search' flag on QV Apply

There is now the option to state whether each director has provided permission to credit search. This supports proposal requirements from various funders when using Funder Connect.

QFR-5194

Fleet Policy screen enhancements

Various new fields available when creating a fleet policy. Selecting ‘Car’ or ‘LCV’ will display these to the user.

QFR-5185

Mileage projection report

The mileage projection report now uses the service event date rather than submission date.

QFR-5174

Validation message improvement

Improvements made to make the validation messages more user friendly.

QFR-5157

Fleet Procure status updates

Manually updating a Fleet Procure order status will no longer interrupt the automated status updates which form part of the integration.

QFR-5155

Many-to-one funder mapping

To support the Fleet Procure integration it is now possible to map multiple white labelled funders in Accelerate to a single core funder.

QFR-5143

Calculation default enhancements

It is now possible to share relationship level calculation defaults with child relationships. Interest rate tweaks can be driven by vehicle CO2 groups.

QFR-5064

Credit line enhancements

Credit line functionality has been greatly enhanced to now include:

• Ability to share the available credit line with child level relationships
• Credit line check at point of order
• Credit limit drawdown based on orders placed
• Update available credit over the API
• Block orders from being placed if the credit line is suspended.

QFR-5062

Email Cost Centre approver

We have a new action to email the cost centre approver contact

QFR-5057

OIDC SSO Support

Accelerate now supports OIDC-compliant services for enterprise single sign-on.

QFR-4987

New 'Guarantor' field on asset finance quote

It is now possible to capture a guarantor on an asset finance quote.

QFR-4661

Easier Authorisation for Data Fixes

If you need to authorise QV Systems to modify your data, this is now done in app, rather than requiring an e-sign document to be sent.

QFR-5206

Fleet Procure Link

Users can now jump straight to the vehicle configuration in FP directly from Accelerate.

QFR-5177

Show/Hide Reports in the Customer Portal

It is now possible to choose which reports your customers can see in the customer portal

QFR-5176

Sortable Columns

Improvements made to the Customer Portal UI now make it clearer which columns are sortable.

QFR-5171

Relationship Filtering and Sorting

Additional sort options have been added to the relationship list page, and the ability to filter by relationship group.

QFR-5153

Vulnerable Customers

Clients with the compliance module now have a significantly improved suite of functionality to manage and report on vulnerable customers.Additionally, all compliance related settings are now grouped in a new Compliance Settings area reached from Settings.

QFR-5147

Contract Reschedule Override

It is now possible for a user to override a reschedule quote and add reasons why.

QFR-5127

Address External Reference

It is now possible to store an external reference against relationship and contact addresses.

QFR-5121

Excess Mileage Override

A user can now override the excess mileage charge and add reasoning.

QFR-5103

Licence Checking Enhancements

Additional data now includes:

• Photocard expiry date
• Offence count
• Entitlements

QFR-5094

Fleet Code Document Tag

New tag: terms_fleet_code allows a user to tag a document with the fleet code entered on the terms.

QFR-5076

Driver Enhancements

Statuses can now be added against drivers and workflow can be configured to support automated actions and tasks.

QFR-5045

Cost Centre on Quotes and Orders

It is now possible to assign cost centres to quotes/proposals and orders.

QFR-5044

Cost Centre Enhancements

Cost Centres have been significantly upgraded to include:

• Cost centre status
• Cost centre status region within workflow settings
• Ability to add a contact(s) in the cost centre from the relationship contact table
  • Ability to flag they are an ‘Approver’
• Ability to add an address(es) in the cost centre from the relationship address table
• Ability for the contact and address to be added to the cost centre over the API

QFR-5042

Penalty Notice Enhancement

The vehicle registration will now pre-populate the registration field when adding a fine.

QFR-5037

1link Maintenance File Upload Enhancement

When uploading a 1link maintenance CSV, the maintenance budget against the vehicle is updated based on the amounts in the file.

QFR-5021

New Email Tag

It is now possible to add the 'Funder Doc Fee' as an email tag

QFR-5008

Dealer Updates

It is now possible to store the date an order was last updated by the dealer. This will be automatically set for orders managed by a procurement platform.

QFR-4899