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finance
v5.2024.6
May 13, 2024

Finance - Bank Accounts page relocated & converted to a new UI

Config > Finance > Bank Accounts

The Banks Accounts page has been relocated to Config > Finance (previously Modules > Finance > Maintenance) and has also been converted to a new user interface.

The page has a new, improved look and feel. The most notable changes are:

  • The side menu will remain in view, but it can be minimised if required. Note: Only pages converted to the new UI will appear in the side menu.
  • View/Edit and Delete buttons at the top of the page will be enabled once a row is selected. 
  • Grid Actions now includes export to Excel as an option.
Image #1
  • When clicking New, the Cards panel (previously labelled Debit Cards) will be displayed immediately when adding a new Bank Account. 
Image #2