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Navigation & Page Updates

Learn everything there is to know about the navigation flow within the new Books interface, along with important updates to specific pages

Settings

  • A full Settings sidebar is now accessible by clicking your name at the bottom of the main sidebar.
  • Update User Info has been renamed to Profile and now lives in Settings.
  • Team Accounts, Roles, Store Settings, Ops Group Mapping, and Departments all now live in Settings.
  • Manage Subscription has been renamed to Plans & Payments and now lives in Settings.

Invoices

  • Director Invoices now display all Invoices and their full history, rather than only previously approved records.
  • Invoice History is now a tab within the Invoices page, rather than a separate page.

 

Credit Trackers

  • Credit Trackers have been moved into the Bills & Credits section of the sidebar.
  • Credit Tracker History is now a tab within the Credit Trackers page, rather than a separate page.

 

Bills & Credits

  • Bill History is now a tab within the Bills & Credits page, rather than a separate page.
  • Bills & Credits Sync is now a tab on the Bills & Credits page called Ready to Sync.
  • Sync History is now accessible via a button at the top right of the Bills & Credits page.
  • Recurring Costs has been moved to the Bills & Credits section of the sidebar.

 

Payments

  • Bills to Pay is now the first tab of the Payments page, rather than a separate page.
  • Check Runs is now accessible via a button on the Payments page, rather than from the sidebar.
  • The legacy Payments page has been replaced with two tabs on the new Payments page: Pending Payments and History.
  • Checkbook Settings has been renamed to Checkbook and relocated to the Books Section of the Settings menu.
  • Bank Accounts has been moved to the Books Section of the Settings menu.

 

Daily Sales & Reports

  • The POS section has been removed from the main sidebar.
  • Daily Sales now resides under the Reports section of the sidebar.
  • The POS Mapping page has been removed. Ops Group Mappings is now its own standalone page under the Books section in the Settings Menu.
  • Audits have been moved from the Inventory section to the Reports section of the sidebar.