User interface

Finders

Typically, when you open a main page in the system, you are met with the finder. Finders give you an overview of the data within the respective menu link. They help you find specific documents or items quickly. The finder has features that allows you to filter, sort and organize.

Selecting an item within a finder will reveal several actions you can perform dependent on the page type and your access permissions. Some actions can be performed on multiple items.

To select multiple items either tick the boxes of the items you want to change, or simply hold ctrl and click the different items. Furthermore, to select a range of item, click an item, hold shift and select another item, all the items in between will also be highlighted.

To open a single item, simply double click, or if you wanted to open multiple items, highlight all the documents you wanted to open; press enter on the keyboard and all the documents will open at once. This will open their editors.

Editors

The editor typically allows you to view data at a more in-depth level. Dependent upon your access permissions, you can click edit to go into the edit mode – where you can make changes, save or discard.

You have the option to hold ctrl and click into other documents, doing so will take you to that document’s different editor. To navigate to the respective finder this item resides in, simply click on the link at the top left of the page.

When creating new items, you will be taken into an editor. Depending on what you are trying to create, different fields may be flagged as ‘required’. You can hover over the submit or create buttons to see a list of these required items.

Editors have multiple tabs outlying different information about the document from a log of who has created and submitted documents to the multiple lines within invoices.

Sets

A set is a great way to customise how you want to view data. Sets can be found within all finders.

Some common default sets found on almost all finders include “recent” & “search”.

• The recent set: Typically shows you the 50 most recent documents for the data within the finder you’ve selected.
• The search set allows you to filter down into more detail to get a better view of the data.

This same filter can be found within other sets after clicking the “filter” button.

In some cases, other buttons will be alongside the filter button offering different toggles and filters - a common example of this is the show closed button which allows you to view all closed transactions alongside the Open transactions.

Clicking the set configurator will allow you to create, delete and edit sets.

You can order the way in which the sets load by using the arrows to change the order. The set at the top of the column will be the first set to appear when loading the finder. Click apply and the finder will update the sets immediately. Clicking the three dots above the sets column and selecting reset all will undo any changes you have made in that session.

Creating a new set: Select the set that the new set will most emulate, click copy and a new set will be created. Click into the filters and design the set as to how you would like. In the advanced tab you can edit the maximum number of rows that will load when clicking the set. You can manipulate the set so that the filters will automatically expand upon loading. Dependent upon what finder you are in, you can show close items automatically alongside the open one as well as having the ability to toggle the auto load tick-box that means you wouldn't have to click the refresh button each time you enter that set.

You have the option to toggle the eye icon of any sets that you don’t want to be visible in the finder.

Tables

Tables can be found in several places across the system and all tables act in similar ways.

To sort your data by a column simply click on the column header and the data will sort accordingly. Clicking again sorts in reverse order. To resize a column click the lines separating the columns and adjust accordingly.

Filter down within columns by clicking on the row directly beneath the headers. There are multiple types of filters on offer from text filters, drop down lists and date filters. For further in depth filtering you can also use operation signs.

You can configure what columns appear in the table by using the table configurator. If an item has been ticked on the list of headers, then it’s respective column will appear on the table. If you can't find the column you are looking for then you can use the search bar to filter down to a specific column, equally you can sort the headers alphabetically too by clicking the sort button.

If you wanted to download the data in a table, select the download to CSV button.

At the bottom of the table you can see the numerical totals and the number of documents there are in the table.

Notes & Attachments

You have the option to add notes and attachments to support documentation. You can add a note or attachment to a document at any time.

Click the note icon, to type in the note you would like to leave, then when you’re done, click the add icon.

Some documents require notes to be left upon status changes, whether this be a document being put into dispute or if a document is abandoned.

When adding an attachment, look for the paper clip next to the note icon. Click the icon and it will load different contextual tabs in which you can add the documentation. You can click the add icon and select the attachment from your computer; equally you could simply drag and drop files. You can see details about attachments by clicking on them and viewing the info and preview tabs.

Warning

There is no way to delete the note from the log tab which outlines the history of the document, the note will however be deleted from the notes section of the document outlined by the note icon.