Updated interface changes

With the release of the updated interface in March 2025, certain screens have been relocated and/or renamed.

The list of screens which have been relocated and/or renamed can be found below.

Previous screen name Updated screen name

Reports > Options > Setup

Relocated to Report options > Setup

Reports > Options > Settings

  • This screen no longer exists
  • Its contents has been relocated to the Report options cog 
  • The report options are categorised into Groups and can be searched via the search bar
  • For example, Settings - Specifications - Present country as can now be found in the Report options cog:
    • Search for Present country as
    • Enter the country reference 

Reports > Options > Report variables

  • This screen no longer exists
  • Its contents has been relocated to the Report options cog
  • The report options are categorised into Groups and can be searched via the search bar
  • For example, Report variables - Statement of profit or loss - Profit can now be found in the Report options cog:
    • Search for Statement of profit or loss - Profit
    • Set the variable

Reports > Options > Custom variables

Relocated and renamed to Report options > Variables

Reports > Options > Report sections

Relocated and renamed to Sections > Section setup

Reports > Options > Rounding

  • This screen no longer exists
  • Its contents has been relocated to the Report options cog
  • The report options are categorised into Groups and can be searched via the search bar
  • For example, Rounding - Appendix 4 - Results is now in the Report options cog:
    • Search Appendix 4 - Results
    • Set the value between 0 and 5 decimal places

Reports > Options > Signatories

Relocated to Report options > Signatories

Reports > Options > Styles

Relocated to Report options > Styles

Reports > Log

Relocated and renamed to Report options > Events log

Reports > Summary

Relocated to Report options > Summary

Reports > Reset

Relocated to Report options > Reset

Entities > List

Relocated and renamed to Home > All entities

Entities > Edit

Relocated and renamed to Home > Entity setup

Reports > List

Relocated and renamed to Home > Entity reports

User initials menu > Resources > Email support

Relocated to the Vertical ellipsis in the Icon menu

User initials menu > Resources > EULA

Relocated to Resources > EULA

User initials menu > Resources > PDS

Relocated to Resources > PDS

User initials menu > Resources > User Guide

Relocated to Resources > User guide

User initials menu > Resources > Videos

Relocated to Resources > Videos

User initials menu > Examples

Relocated to Examples

Administration > Access control

Renamed to Administration > Entity permissions

Administration > Administrator settings

Renamed to Administration > User permissions

Administration > Change password

Relocated to the Vertical ellipsis in the Icon menu

Administration > Manage users

Renamed to Administration > User management

Administration > My preferences

Relocated to the Vertical ellipsis in the Icon menu