Account Financial Summary — Next Process Date
Overview
Open Accounts now show their Next Process Date in the Financial Summary block on the Account Summary Page. The Next Process Date is the date the account is next due to be picked up by Account Processes — the daily run that drives interest accruals, scheduled transactions, status updates and many other automated activities.
The new line gives operators an at-a-glance answer to "when will this account next be processed?". It also makes it obvious when an account has fallen behind: if the Next Process Date is in the past, the line is rendered as a warning. That is usually a sign that the account has been excluded from Account Processes (for example by suspension, by an unexpected status change, or because it has been quarantined for review).
The change applies to the standard Account Summary Page, which is rendered identically on both Desktop and Cloud.
Setup
No setup is required. The behaviour is provided by an update to the Account_FinancialSummary Standard Block (v1.08, 27/02/2026). Any open Account opened on Desktop or Cloud will display the new line automatically as long as the standard block is in use.
There are no new permission keys, settings, or licensing prerequisites. Any user who can already see the Account Summary Page will see the new line.
If your site has a custom Summary Page script that overrides Account_FinancialSummary, the v1.08 logic will not be picked up automatically. To get the Next Process Date line, merge the v1.08 changes into your override. Use the reference implementation in finSummaryPageStandardBlocksBase.vb as the source of truth.
How to Use
On Desktop or Cloud, open an Account that is in the Open status. The Financial Summary block now contains a Next Process Date line in addition to the existing balance, interest, and arrears information.
If the account has a Next Process Date in the future, the line is rendered as informational content. For example, an account with a Next Process Date of next Monday will show the date as a normal Financial Summary entry.
If the Next Process Date has already passed but the account is still Open, the line is rendered as a warning alert. This means the account is overdue for processing — investigate before assuming it is a normal day-to-day situation.
If the database has no Next Process Date stored for the account (NULL), the Financial Summary displays the message: "Account will be processed when Account Processes is next run". This is normal for newly-opened accounts — the date is populated the first time Account Processes touches the account.
Platform Differences
None. The Account Summary Page renders the same Standard Block content on both Desktop and Cloud, so the Next Process Date line appears identically on both platforms.
Tips & Best Practices
The warning state on a past Next Process Date is one of the easiest ways to spot accounts that have silently stopped being processed. Common causes include an account being suspended, a status change that excluded it from Account Processes, or a workflow that quarantined it. If you see a warning, drill into the account and verify its status, hold flags, and any pending workflow items.
The Next Process Date line is intended for Open Accounts. Closed or Archived accounts are not picked up by Account Processes and the line is not relevant to them.
Knowledge Base References
Browse the live KB listings for v6.00.03 on the Intersoft support site:
The Knowledge Base articles consolidated into this release notes page: