What's new: February 2026
This platform update includes more flexible Custom Fields, enhanced reporting options, improved Shopping Basket logic, and the return of time-saving bulk booking updates.
Updated areas:
- 1 Release round-up video
- 2 Share your Custom Fields with extra modules after the first save
- 3 Spot scheduling conflicts instantly with smart clash visibility
- 4 Schedule Report Engine reports in Excel (XLSX) format
- 5 Bulk update Booking Users & Accounts details
- 6 Shopping Basket - Show PO numbers only when they’re needed
- 7 Future-proof email delivery with secure Microsoft OAuth Authentication (coming soon)
Further links:
🤗 If you would like any support with any new features or changes please get in touch with our Customer Support team
If you have any ideas of how we can improve the product further, please log these on our Product Portal
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Release round-up video
Share your Custom Fields with extra modules after the first save
We’ve enhanced the way Custom Field sharing works, so you can now share an existing Custom Field with additional modules at any time - without recreating it.
Previously, once a Custom Field had been shared with a module, you couldn’t extend that sharing to additional modules later.
This meant that (to share the fields with additional areas) the fields needed to be recreated from scratch, this risked inconsistencies in naming, reporting, and duplicating of data entry which isn’t ideal!
This update now provides support for extending the sharing of your Custom Fields to additional modules at any time, with clear visibility of where your Custom Field is already being used.
When you are editing Custom Fields, you’ll now see an option called ‘Currently Shared With Modules’. This is not an option you can interact with, it is there to provide you with information only - it shows you all modules the Custom Field is already shared with.
The existing ‘Share With Modules’ option is now smarter, it will only show modules that the Custom Field has not yet been shared with.
When you select additional modules and click ‘Save’, those additional modules move into ‘Currently Shared With Modules’ and will be removed from the selectable list in ‘Share With Modules’.
This new option works with new Custom Fields and any existing Custom Fields created before this update!
Spot scheduling conflicts instantly with smart clash visibility
We’ve enhanced your Resource Requirements DataGrids (for both Class & Web Courses) to give you instant visibility of scheduling conflicts, this means you can resolve resourcing issues before they become problems!
See clashes immediately
You can add the new ‘Clash’ column directly to your Resource Requirements grid.
The ‘Clash’ column dynamically displays as ‘Yes’ when the assigned Resource is:
Booked onto another Course at the same time
Marked as unavailable at the same time
Marked as unavailable for the entire day
Assigned to a Course outside their defined availability hours
Otherwise, where there are no conflicts, it’ll display as ‘No’.
This column will automatically update when:
A Course is updated, cancelled, or deleted
A Resource is assigned or removed from a Course
An Unavailability item is added
Another Course creates a conflict
This means you no longer need to manually check the calendar for your Courses to check for clashes!
To add this column to your DataGrid, click the ‘Change Columns’ button 
Top tip!
Add a Gadget to your Dashboard to keep a track of Resource Clashes on all your future Courses!
Learn how to build this Dashboard Gadget: Report on Resource Clashes for future Courses
See what is causing the conflict
Where there is a clash, there are two new dynamic fields to provide you with info on what is causing the problem!
Resource Clash IDs
This displays the ID of the Course that is creating the clash, this is a clickable Dynamic Label, so you can preview the Course, edit the Course, or view it in the DataGrid to complete more actions!Unavailability Clash IDs
This displays the ID of the Unavailability that is creating the clashAvailability Clash
This displays ‘Yes’ if the Resource is scheduled outside their defined availability hours, and ‘No’ if the Course falls within their availability hours, this updates automatically when a Resource is assigned to a Course or when a Resource’s availability hours are amended
Please note
For Sessional (parent) Courses, clashes will be registered if Resources like trainers & venues are assigned to both the Parent/Sessional Course and the individual Sessions. We’re aware this scenario could create unnecessary alerts and are working on an enhancement for this behaviour in a future update!
If multiple Courses are causing the clash, they’ll be clearly shown as a comma-separated list.
Top tip!
Create a DataGrid view in the Resource Requirements DataGrid containing the columns 'Resource Label', 'Clash', 'Availability Clash', 'Resource Clash IDs', and ‘Unavailability Clash IDs’, so that you can switch to view this information quickly, from your standard view.
Terminology update
To improve clarity, we’ve renamed the ‘Requirement Met’ column in the Resource Requirements DataGrid to ‘Resource Assigned’.
This is a label change only, there will be no impact to Filters, Workflows, exports, sorting, or the API Feeds.
Schedule Report Engine reports in Excel (XLSX) format
You can now schedule Report Engine reports to be delivered not just in PDF, but also in Excel (XLSX) or CSV format - giving your teams the flexibility to analyse, manipulate, and share data exactly how they need it.
Previously, scheduled reports could only be sent as PDFs. The PDF format is fantastic for summaries, board-ready documents, and read-only reporting. However, it is not ideal when your team need to manipulate the data further, run calculations on your data, or import your data into another system.
When scheduling a report in Report Engine, you’ll now see a new option under Report Customisation labelled ‘Report Format’:
Within the ‘Report Format’ drop-down you can choose between:
PDF
Excel (XLSX)
CSV
Once selected, the schedule tool will automatically generate and send the report in your chosen format to the schedule’s recipients. If you have selected XLSX, each gadget will appear in its own individual sheet, if you have selected CSV, there will be one sheet containing the data from every gadget.
Bulk update Booking Users & Accounts details
We’ve reinstated Bulk Edit for Booking User and Booking Account on the Bookings SmartGrid, bringing back a feature many of you use to manage booking updates efficiently.
You can once again bulk edit ‘Booking User ID’ and ‘Booking Account ID’ directly from the Bookings SmartGrid using the Bulk Edit tool.
If you need to update multiple bookings at once.. whether due to staff changes, account restructures, or booking corrections, you can now do so quickly and confidently directly from the DataGrid.
To update the ‘Booking User ID’ or ‘Booking Account ID’ for a Booking, first select the Booking(s) from your DataGrid and open the Bulk Edit options. You can then choose which field you’re updated, selecting either field will present a selector-style lookup, allowing you to choose the new User or Account. Following your update, your selected value will apply to all chosen bookings.
Shopping Basket - Show PO numbers only when they’re needed
We’ve enhanced Shopping Basket 3 so the PO Number field can now be conditional based on Payment Method, reducing confusion and improving the payment journey.
Previously, the PO Number field was always visible on the Payment Page, regardless of which payment method was selected.
As PO number is not typically required for card payments, this create confusion when customers paying by Card saw a PO field that wasn’t relevant.
Now, the form adapts to the payment method selected. On the Payment Page in Shopping Basket 3 when a user selects Invoice (or BACS, depending on configuration), the PO Number field appears, when a user selects any other payment method (e.g. Card), the PO Number field disappears.
Please note
This update is controlled by a background setting and it is not enabled by default, so please get in touch with a member of the accessplanit team if you would like this enabling!
Future-proof email delivery with secure Microsoft OAuth Authentication (coming soon)
Microsoft is retiring basic SMTP authentication, so we’re making sure emails continue to send without disruption.
Please note
This upgrade is currently undergoing final testing. While we’re planning for it to be part of this release, inclusion is dependent on successful testing, we’ll confirm this nearer the release date. Please monitor this page for updates.
This feature is in the final stages of testing, and will be available very soon!
With Microsoft enforcing the removal of basic authentication across 2026 & 2027, any accessplanit platforms using Office 365 SMTP with username and password authentication will need to move to OAuth 2.0.
This update introduces secure OAuth support within accessplanit to make sure your platforms remain compliant and fully operational.
Currently, you can send emails via accessplanit’s mail servers, or your own mail server via SMTP relay (using hostname, username, and password). If you are using the latter with Microsoft 365, Microsoft is removing support for this older username/password method and going forward, Microsoft 365 requires OAuth 2.0 token-based authentication.
To support you with this update, we have added a new page into the Administration menu called ‘SMTP OAuth Configuration’. Super Administrators will have access to this new page, where you can can set up & test your authentication details
OAuth Enabled (checkbox)
Tenant ID
Client ID
Client Secret (or Certificate Thumbprint if supported)
Sender Email Address
SMTP Host (default: smtp.office365.com)
SMTP Port (default: 587)
Test Connection button
Once enabled, your platform will securely request an access token from Microsoft, authenticate using OAuth (rather than username/password), and send emails using the validated connection!
Will I be affected / do I need to update my platform?
You only need to update your platform to OAuth if you are currently using Microsoft 365 to send emails via your own mail server.
If you are not using Microsoft 365, you can continue using existing SMTP settings, and if you are using our mail servers we will manage any updates.