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 (known as Group User Type for customers on the legacy pricing plans) is the only one users can have across all entities:
If you previously set up the same user at both group and entity level with different profiles, consider using their group level profile in all entities. In the new UI, if you update the profile in the Add Group Users screen, these changes will be inherited in any entities assigned to that user.
For more details, see sections 4 and 5 in Setting Up System Users.
Ensure that all profiles needed are available at in the group entity by going to Maintain Menu Profiles under the More Actions icon in the Entities tab:
Then in each entity, you can copy the profiles from the group entity and customise them by checking or unchecking the permissions against each profile:
For more details, see sections 3 in Setting Up System Users.
Why can't I see the toggle in my entity?
Entity level only users will not see the toggle.
Will the new UI impact my current settings?
No, all your settings will remain as you set them.
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 the GL tab.
Manage 2FA is now under your profile in the top-right.
Where is my company logo?
In the new look UI, company logos are only show on reports.
Will the new UI impact integrations?
No, all integrations will work as normally.
Do we need Q-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 Q-Hub in the new UI?
The Q-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 Raise A Case. Raise a ticket as normal. See Accessing Support and Services for more details.
How do I log into an entity?
Click on the blue Entity ID.
How can I switch 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.
Where is More Actions option found in the new UI?
More Actions is found in all screens, represented by three horizontal dots. It is usually next to the record code on the left.
How do I add favourites?
Open the sub menu and hover over relevant sub menu item and click the star. The selected item will then be added to your favourites menu.
How do I add new records (customers/suppliers/items/journals etc.)?
Simply, either:
- Navigate to the sub menu and hover over the record type you want to add click on the plus sign.
- Alternatively, navigate to the sub menu and click on the record type you want to add. In the new screen, click on the blue button to create a record.
Will my current saved grid preferences be retained in the new user interface?
Yes, they will.
Will my existing saved reports appear in the new user interface?
Yes, they will.
Will the training videos be updated?
Yes, over time. Help articles are already being updated. Many pop-up screens have the same structure, so the new interface changes should have minimal impact.
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.
Can the side menu bar order be re-organised per user, ex. GL at the top?
No - and the modules available will be based on your user permissions.
In in the listing grids, how can I quickly view full entries?
Hover over the item to view the full entry.
