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January 2017 – Refreshed Look and Feel

Happy New Year to all our customers! A brief update on a few changes we have recently made to the web site:

Refreshed Look and Feel

As most customers have already noticed, we have refreshed the look and feel of the application to make it look more modern and to also make it easier to use on touch screen devices such as tablets. See the screenshot below for a flavour of the new look.

Application New Look

A couple of notes:

  • You can switch back to the previous classic look using the link called ‘Use the classic theme’ on the left hand side of the home page. However, please be aware that the classic theme will be permanently removed in the near future.
  • Additional changes are lined up later this spring to continue improving the look and usability of the web site.

If there are additional look and feel changes you think we can make or if there is something that is making it difficult to use the new look then please let us know through the regular contact page.

Smarter defaulting when entering transactions

The system now performs smarter defaulting when entering new transaction records. When the supplier is selected for expenditure records, the system will default the transaction category, the tax category and the VAT rate to the values last used for that supplier.

You can switch this behaviour on or off through your preferences in user settings.

Uploading of attachments using drag and drop

There are now two ways to upload new attachments in the Add Attachment dialog as shown in the screenshot below:

  1. Click on the Choose button to display your native operating system file chooser and select one or more files to upload.
  2. Find the files using the regular Windows explorer (or equivalent for other platforms) and drag and drop the files into the Add Attachment dialog.
Uploading Of Attachments Using Drag And Drop
Previous June 2017 – Customisable home page and single downloadable help manual
Next August 2016 – Alerting Improvements – Email & Export Improvements
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