Previously, using this function downloaded a ZIP file containing the blank IDS form and citation metadata that required manual merging to populate the form.

Export to Excel functionality has been added to key Renewals due date reports, making it easier to extract and share data for reporting and operational purposes. 

The following reports now support export: 

• Renewals Due in the Next Month  
• Renewals Due in the Next 7 Days  
• Overdue Renewals  
• Active Renewals Using Grace Period  
• Renewals Due Dates 

Additional columns have been introduced to the 'Process Client Instructions' page to improve clarity when working with renewal batches. 

New columns include: 

• Short Title  
• Country  
• Grant / Registration Number 

This allows users to manually retrieve the latest payment status directly from PAVIS, providing greater visibility over whether a renewal is progressing as expected or requires attention. 

The following payment statuses may be returned: 

• Standing Order (for standing orders prior to the payment window) 
• New order (not yet processed)  
• Order in process (not yet paid)  
• Order paid  
• Order complete  
• Order declined  
• Order cancelled  

The returned status is stored in the 'Provider Order Status' field  

• A 'Status Checked date' and time is recorded each time the button is used.   
• A full audit entry is automatically added to the Renewal Provider History.  

This enhancement helps reduce uncertainty and minimises the risk of missed renewals by allowing users to verify status on demand. 

Additionally, the 'Provider Order Status' and 'Status Checked' fields are now available as columns within the Case and Renewals report type in the Report Generator.

• Renewals -  A new endpoint has been introduced to support deletion of renewal records:

• Correspondence - A new endpoint is now available to retrieve incoming correspondence records:  

• Correspondence - Date filtering has been added, allowing more precise querying of incoming correspondence data. For example:

• Matters - Documentation for “All Matters” routes has been updated for improved clarity and completeness  

You can explore and test the full REST API v2 using interactive documentation generated from the OpenAPI specification.

• ReDoc
• Swagger UI 

To view the API routes for your own Equinox system, enter your API specification URL into Swagger using:

https://[your equinox domain]/products/api/documentation/api.yaml

For example:

https://workanyware.co.uk/products/api/documentation/api.yaml