Old navigation retirement
Why are we permanently removing the old navigation?
The old UI will be retired on June 30th next.
All new features are being built exclusively for the new navigation. Supporting two parallel navigation systems places a significant burden on our engineering teams, so by consolidating to a single codebase, we can move faster and deliver more updates.
Search, Favourites, and Finding Features
How do I use the search bar?
Click on the search icon in the top-right corner or enter “/” on your keyboard.
In the search bar, the last three search items will appear automatically.
Each search term has an icon for either:
- Listing grid
- New record
- Dashboard
- Report
Add the item to your favourites by clicking the star icon. It will appear in favourites for easy access.
How do I add favourites?
In the Actions menu or Search results, hover over relevant sub menu item and click the star. The selected item will then be added to your favourites menu.
Where is Manage Financial Periods now?
Navigate to General Ledger > Actions > Period Management or find it through the Search tool. 
Where are the Company Details & Settings menu items now?
Company Settings, Invoice Customisation, and Import/Export Data are now in the Settings tab.
Manage Financial Periods is now in General Ledger > Actions > Period Management.
Manage 2FA is now under your profile in the top-right.
How do I add new records (customers/suppliers/items/journals etc.)?
Either:
- Select the required record type from the module Actions menu:
- Use the listing grid blue action buttons:
- In the listing grids, use More Actions:
Resolution, Loading
Can I reduce the size of the elements on the screen as I work off a laptop?
Either:
- Use Zoom in (Ctrl+ +) or Zoom out (Ctrl+ -).
- Adjust your display scaling or change the screen resolution.
Will the system auto refresh, rather than requiring manual refreshing?
Data automatically gets refreshed when you open the homepage. The time the data was last refreshed appears at the top of the homepage, and the refresh button gives you the option to refresh the page again if needed. There's no automatic background refresh on a timer, it loads fresh data when you open it, and you can manually trigger a refresh after that.
Using the Listing Grids
Will my current listing grid preferences be retained in the new UI?
Yes, they will.
Can the listing grid columns be resized?
Yes, you can now resize our grid columns. Hover over the columns until you see horizontal re-sizing arrows and resize as needed. Your resized grids will be saved automatically.
Where is More Actions option found in the new UI?
More Actions is represented by three horizontal dots. It is usually next to the record code on the left.
In the listing grids, how can I quickly view full entries?
Hover over the item to view the full entry.
Impact on saved Customisations, Settings, Preferences, and Data
Where is my company logo?
In the new look UI, company logos are only shown in reports.
Will it be possible to customize default colours for entities?
Yes, entities can be colour-coded using a colour-picker. Navigate to the account layer, click on the circle icon to the left of the entity ID and select the colour. See Navigating using the New Look UI.
Will the new UI impact my current settings?
No, all your settings will remain as you set them.
Will the new UI impact integrations?
No, all integrations will work as normally.
Will I need to set up bank feeds again?
No, bank feeds do not need to be set up again.
Will my existing saved reports appear in the new user interface?
Yes, they will.
Will all the data be transferred over - bank balances, etc.?
Yes - the data is not moving we are just providing a new interface to use.
User and Entity Management
How do I log into an entity?
Click on the blue Entity ID.
Can I have both Group and Entity Users in the new UI?
In the new UI, it will only be possible to create and manage users at group level. When you create users, the assigned Profile and User Role will be the default across entities, but this can be updated on an individual basis. For more details, see sections 4 - 6 in Setting Up System Users.
Ensure that all profiles needed are available in the group consolidation entity. In the Entities tab, go to Actions > Maintain Menu Profiles:
Then in each entity, you can copy the profiles from the group consolidation entity and customise them by checking or unchecking the permissions against each profile:
For more details, see section 3 in Setting Up System Users.
How can I switch between entities in the new UI?
Navigate to the top-left and either search by name or ID or select the entity from the dropdown.
Can I have multiple companies open in different tabs?
No, instead open a new window in your browser or open an additional browser.
Help Hub, Support, and Learning
Do we need Help Hub to access the release portal?
No, the toggle button sits at the top-right of the screen, outside of Q Hub.
Where is the Help Hub in the new UI?
The Help Hub is now the question-mark icon at the top right of the screen.
Can I still raise a ticket in the new UI?
Simply click on the question-mark icon at the top of your screen and go to Help & Support > Request Support. Raise a ticket as normal. See Accessing Support and Services for more details.
Will the training videos be updated?
Yes, all videos and help articles are updated. Many pop-up screens have the same structure, so the new interface changes should have minimal impact.