We’re excited to introduce our refreshed design, featuring updated functionality and an improved user experience. In this blog, we’ll walk you through the latest changes to help you get acquainted with the new interface. Rest assured, no features have been removed—you’ll still find everything you’re familiar with, just in different locations. Some options have been renamed and regrouped for better usability, while others have been expanded and enhanced for a smoother experience.
The design is still evolving, with many more improvements planned. Be sure to check our monthly updated Roadmap for the latest developments.
Left hand side menu
The main navigation menu has been redesigned for easier access.
Old design:
New design:
New functionality:
The new menu can be collapsed or expanded by clicking the ‘Collapse’ icon.
When collapsed, only the initials of the menu page names will be displayed, and the main menu options will transform into icons for easier navigation.
The main navigation menu has been redesigned for easier access. The former ‘Banking’ page is now split into two separate pages: ‘Bank Accounts‘ and ‘Transactions‘. Additionally, the ‘Users‘ page has been renamed ‘Access Management.’ New pages, including ‘Regional Settings,’ ‘Dictionaries,’ and ‘My Package,’ have been added under the menu for better organization.
Update via API button
The button used to update data from various integrations has been renamed to ‘SYNC‘.
Old design:
New design:
Data page
The ‘Data‘ page, which allows users to show or hide pages in the left-hand side menu, has now been renamed to ‘Menu‘.
Old design:
New design:
New functionality:
- Question mark icon – displays a brief description of the page when hovered
- Menu name – the name of the page as shown in the left-hand side menu
- Date of last update – the date the page was last updated
- Go to page – clicking on the green arrow or any area (highlighted in blue) allows users to navigate directly to that page
- Display status – indicates whether the page is visible or hidden in the left-hand side menu
- SYNCHRONIZE – a button for data synchronization. It also shows a ‘Blocked’ status if the user doesn’t have access to the page
- Integrations – displays active integrations and includes an ‘Add’ button to connect new integrations
User profile options
Some options previously found under the user profile have been relocated and can now be accessed via the menu on the left-hand side.
Old design:
New design:
Users menu option
The user management page has been renamed to ‘Access Management’ and redesigned, with expanded functionality to include workspace sharing (coming soon). This feature will allow users, such as accountants, to log into different shared workspaces across multiple companies, managing various companies from a single profile.
Old design:
New design:
