We're very excited about our new User Interface BETA, and have created this guide to outline the major changes to the layout and workflow.
Purpose of the new UI
We wanted to improve Squirrel Street's overall interface, to make it all unified and feel more streamlined and user friendly.
In the BETA release, we have improved everything, from the way you submit via the web uploader, to the look and feel of the receipts/reports sections, to finding your data and exporting it. It has all been given a facelift and we think you will love it!
New and Improved Processes
Now you can see your monthly usage stats at a glance! Immediately know your credits for the month, how many you have submitted and an estimated total document value. It's a super fast way to gain a snapshot of your expenses for the month!
The document flow has also changed, from submission to inbox, to “pending receipt”/export to archive. We have unified it all and made it more seamless as you move through the system.
For those who want to learn about how to use the new UI on a "need to know", ready reference basis, here's our quick guide.
BETA and Feedback
Because the new UI is a work in progress, we are still improving it as it is released, sorting out any bugs and making other necessary tweaks. We hope you will enjoy this journey with us, and let us know if you have any thoughts and feedback on the new UI, or spot anything 'not quite right'.
You can do so by sending us an email, with as much info as possible (screenshots are great) to firstname.lastname@example.org. Or give us as call on 1300 001 333.
Look and Feel, and Layout
The Dashboard is now a metrics page full of stats from your current monthly usage.
New Menu Bar
Now with greater ease, you can do these anywhere in the Squirrel Street application:
- You can access the 'upload' section anywhere within the Squirrel Street application, click on 'Submit'
- You can view your receipts from anywhere within the application, click on 'View and export'
- You can access your Categories/Vendors and rules anywhere, click on 'Automate'
- You can access and create reports from anywhere, click on 'Report'
- You can access your Settings/Envelopes/Categories anywhere at a click
- You can switch between multiple Squirrel Street accounts at a click
Cleaner Settings Menu
Your Settings section also received a make-over, giving you more at a glance.
There's a notifications 'Bell', and you can switch between multiple accounts with a click.
Manage Your Settings
You can now quickly access these options via the Settings toggle.
You can use our web uploader to submit your receipts and invoices. We have also added shortcuts to alternate upload methods you can use.
Just click on the icon as shown:
Want to process receipts yourself?
You can do that too here. Just go to the 'Awaiting Processing' tab and locate your receipt, and start editing!
View and Export
We've given our Receipts Inbox a major facelift. It now works like an Inbox, with everything you need at a click!
The Search bar has now been replaced by 'Filter', click it to bring up the search feature and find what you're looking for.
The columns where your receipts sit can also be customised!
To edit a Receipt, simply click on the line entry like usual and the image will appear in the box area on the right, and the edit fields on the left. This will allow you to focus in on the receipt, and the new display will be docked on the right side.
Both the display window and edit fields window can be moved around. Undock the display window by clicking on the arrow button:
New functionality: custom tabs
We have by default added a 'This Financial Year' tab so you can go straight to the current receipts. But you are also able to create your own tabs with customisable fields too.
In our example, we have created a custom tab called 'Last Financial Year':
Now you can easily access all your automations here. Manage your Categories, Vendors here, plus add or remove rules to be applied to future receipts.
We've made the Categories list much simpler to use. You can quickly add a Vendor/Supplier to a Category or remove them.
Simply click on the category:
Our Reports page now gives you the ability to generate a new report, and view existing reports within the same area.
Our Settings Page have also received a few major changes.
Aside from the look and feel of the design, we have centralised all settings here. You can:
- Manage your account usage, address, account info, currency and tax settings, submission email settings
- User settings including password changes, set your default account, and set your preferred user interface to BETA default
- Access all your integrations from here