Mandate & Collection Dashboard
Mandate & Collection Dashboard
The mandate and collection dashboard provides a real-time operational view of all Direct Debit activity for a given customer. It is available at /dashboard/mandates.
Overview Widgets
The top of the dashboard displays five summary widgets:
| Widget | Description |
|---|---|
| Active Mandates | Count of mandates currently in active state. |
| Upcoming Collections | Collections scheduled in the next 7 days. |
| Recent Collections | Collections processed in the last 30 days. |
| Reserve Status | Current clawback reserve balance vs. the configured minimum threshold. |
| Active Alerts | Count of unacknowledged system alerts. |
Reserve Status Widget
The reserve status widget reflects the balance held in the Griffin DD holding account that is earmarked to cover potential clawbacks. The widget indicates whether the reserve is above or below the configured minimum threshold. If the reserve falls below the minimum, an alert will also appear in the active alerts count.
See the Clawback Reserve documentation for details on how the reserve is calculated.
Mandate List
Below the summary widgets, a full list of mandates is displayed.
Searching
Use the search bar to filter mandates by tenant name or mandate reference.
Filtering by Status
Mandates can be filtered to show only a specific lifecycle state:
active— mandate is in good standing and collections are running.suspended— mandate is temporarily paused; no collections will be submitted.cancelled— mandate has been cancelled and is no longer active.failed— mandate could not be established or a collection failure has caused it to be flagged.
Sorting
The mandate list can be sorted by next collection date (ascending or descending) to help prioritise upcoming activity.
Collection List
The collection list shows all collections associated with visible mandates. Each row displays:
- Status badge — visual indicator of the collection state (e.g.
pending,collected,failed,clawback). - Amount — the GBP value of the collection.
- Date — scheduled or processed collection date.
Mandate Detail Panel
Click any mandate row to open the detail panel. The panel contains:
Lifecycle Timeline
A full history of events for the mandate: creation, AUDDIS submission, activation, suspensions, reactivations, cancellations, and collection outcomes.
Video Verification Replay
A link to replay the tenant's video verification recording captured during mandate setup. This is available for audit and fraud investigation purposes.
Lifecycle Action Buttons
Depending on the current mandate state, the following actions may be available directly from the detail panel:
| Action | Available When |
|---|---|
| Suspend | Mandate is active |
| Reactivate | Mandate is suspended |
| Cancel | Mandate is active or suspended |
These actions call the underlying API endpoints and update the mandate state in real time. The panel refreshes automatically after each action.
Access Control
The dashboard is scoped per customer. Each letting agent (customer) will only see mandates, collections, and alerts belonging to their own account. Cross-customer data is never exposed.