On December 13, 2023 we are releasing a new navigation sidebar for Precision.
All your functionality will remain the same. We have just renamed a few features to make them more relatable and redirected some features under new headings to simplifying the layout. Below is a quick overview on what you can expect with the changes. First let’s take a look at the changes to Team Home.
Team Home Navigation
Here’s an interactive tutorial** Best experienced in Full Screen (click the icon in the top right corner before you begin) **
Summary of changes under Team Home
- Focus – now known as Workflows
- Practice Analysis – now known as Practice Dashboards
- Focus Dashboard – moved from Focus area down to Practice Dashboards and name changed to Workflows Dashboard
- New Dashboard – Custom Dashboards – formerly Custom Reports
Client Overview Navigation
There are several changes under Client’s Overview pages.
Insights changed to Business Insights
We decided to change Insights to Business Insights and then remove some of the features into new sections in the sidebar. We have kept the following features under Business Insights.
- Aged Balances
- Activity Stats
- Performance Benchmarking
- Cost Analysis
- Sales Analysis
- Moved Business Performance from Resilience (section removed) and renamed to Metrics
We have also created some new sections in the sidebar for some features under the old Insights. They are as follows:
New Section – Historical Activity
Moved Historical Changes & Lock Date History out of the ‘old’ Insights to a new section in the sidebar called Historical Activity.
Fixed Assets & Control Accounts
Moved Fixed Assets & Control Accounts out of ‘old’ Insights to sit under the Cleanup section.
Corporation Tax has moved to a new section on the sidebar called Tax. This section also includes VAT Return Checks – which has moved from Checks and a new check insight Entertainment Accounts.
VAT (UK) & GST (AUS) Return Checks and ABN Validation (AUS) now sits under Tax. Health Check has been removed and no longer available as you can use Workflows to check on Health.
Australia feature changes screenshot below.
Sandbox and Reports has been grouped into a new section called Custom Reports
That covers it! Take a look in your Precision account to review these. Hope you like the new sidebar and find it easier to navigate.