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Release 2026-10-05

October 7th, 2026

  1. Replace failed Payment Intents with a new payment method

    When you create or update a Customer Payment Account, you can turn on "Replace failed payment intents for this debtor". instellix then cancels failed and retrying Payment Intents for that debtor where the OPOS Case is still open, and creates new Payment Intents on this payment account. The option is off by default. Without it, existing Payment Intents stay unchanged. At the moment, this feature is only visible if the role Beta-Preview is enabled.

    The same option is available on the API when creating or updating a Customer Payment Account (action=replaceFailedPaymentIntents).

    In the Webportal this

  2. OPOS-Case API

    OPOS Cases are now available through a dedicated public API. Previously, access to open receivables and clearing runs was part of the Invoice API. The dedicated API reflects OPOS Cases as an independent business object and provides a clearer integration boundary for receivables management.

  3. Custom user roles in the web portal

    It is now possible to create and manage custom user roles in the webportal. Previously, tenants were limited to the predefined roles. Custom roles let define access more precisely for different responsibilities. For further information see Custom user roles.

  4. Metrics for Payment Intents and Contracts

    New metrics are available for Payment Intents and Contracts. They give a clearer view of payment and contract activity and help monitoring key figures. For further information see Metrics.

  5. Metrics as selectable dashboard widgets

    Metrics can now be selected and displayed as widgets on the dashboard. It can be choosen which metrics you need and arrange them so the dashboard matches the operational focus. For further information see Metrics in dashboards.

  6. Metrics grouped by time periods

    Metrics can now be grouped by time periods to make developments and trends over time easier to analyze. Depending on the metric, data can be grouped by day, week, month, or year based on an available date field. Each period is aggregated separately, allowing values across different time periods to be compared directly in the visualization. For further information see Metrics.

  7. CSV export for G/L Accounts Overview in Monthly Closing Dashboard

    The G/L accounts overview in the Monthly Closing dashboard can now be exported as a csv file. This makes it easier to share account data with finance teams or continue processing it outside the web portal.

  8. Audit Trail: translations and archive configuration

    Changes to document translations and to the archive configuration are now recorded in the Audit Trail. You can trace who changed these settings and when, in the same way as for other billing configuration.

  9. Webportal Improvements

    1. In the Audit Trail, the Change Type filter is now a dropdown, in the same way as the Entity filter. You no longer have to type the change type as free text.
    2. The settlement detail page now shows the related payment transaction and links to it.