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 |
|
Reports > Options > Report variables
|
|
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 |
|
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 |