Welcome to the latest update of our product! We are excited to introduce a brand-new navigation experience currently available in beta version. This update aims to make navigating the product easier and more intuitive, helping you get to the features and tools you use most quickly and efficiently.
Why This Change?
As our product has grown, so has the variety of use cases it supports—from financial professionals to business owners and accountants. With this growth, it became essential to improve our information architecture and navigation system to ensure that users can access the full range of features seamlessly. This new navigation is designed to better serve your needs, no matter what role you play or task you're undertaking.
What Are the Main Changes?
Here’s a quick overview of what’s new and improved:
From Horizontal to Vertical Navigation: We’ve shifted from a horizontal navigation bar to a vertical layout. This change enhances user experience by making it easier to find and access different sections of the product.
Introducing the Expenditures Tab: The new
Expenditurestab consolidates all your expense-related activities. From spending requests to payment operations and a complete history of transactions and commitments, everything is now in one place.
Introducing the My Company Tab: This new tab allows you to oversee all aspects of your organization. Easily manage members, organizational structure, wallets, spending policies, and access detailed analytics.
Revamped Settings: The
Settingssection has been restructured to give you better control over your account and accounting settings, providing a more streamlined experience.
Budgets Management: We’ve made it simpler to manage your cost center budgets with one-click access from the navigation.
Common Use Cases
To help you get accustomed to the new navigation, here are some common tasks and where to find them:
I need to approve a spend request:
Navigate to Expenditures > Requests > To Approve.
I need to find a past payment:
Navigate to Expenditures > All Expenses. (under payments or payables)
I need to pay a supplier invoice:
Navigate to Expenditures > Invoices.
I need to bookkeep an expense before export:
Navigate to Bookkeep > Prepare.
I need to update my company’s approval flow:
Navigate to My Company > Company Rules > Approval Flows.
How to raise feedback during the beta
Our team has added a "Give feedback" button at the bottom of the new navigation that allows you to submit your thoughts in seconds. We hope this new navigation enhances your experience and makes using our product more intuitive.
Thank you for being part of our beta testing phase. Your feedback is invaluable as we continue to refine and improve our platform. If you have any questions or need assistance, our support team is here to help!
