Take a look at our new design

We're working on making your experience better including new screen layouts, branding, and a fresher look.

What's new?

• New login, forgot password and memorable word screens.

• New menu bar at the top of the screen.

  

• A brand new dashboard.

• Updated VAT area which now includes new screens for VAT settings, creating and running a VAT return, plus new Return Summary and Details screens.

• Updated Customers screen area:

  • New functionality to schedule customer statements.

  • New functionality to set customer credit limit.

• Updated Invoices and Quotes screens.

  • New functionality, the Purchase invoice timeline. Track your invoices from creation through payment.

• Updates Suppliers screen.

  • New functionality to set a default VAT rate per supplier.

  • Import supplier details directly from Companies House.

• Quick capture for expenses, purchase invoices and sales invoices.

• Updated Purchase invoices screens with enhanced search and filters and improved bulk processing options.

  • New functionality, the Purchase invoice timeline. Track your purchases from creation through payment.

• Updated Banking screens.

  • Improved account management.

  • Streamlined bank feed controls.

  • Enhanced transaction matching.

• The improved Mileage Tracker.

  • Quickly add trips, now including the number of passengers in the calculation

  • Track expenses by individual

  • Visualise and compare costs

Switch on the new design

1. From your Dashboard select the New Design toggle.

   

2. The new dashboard is shown.

3. To turn off the new design, select the New design toggle again.