Company Set up and Company Settings
While redesigning the user interface for all of our screens, we considered combining company setup and company level settings on the same screen. The new company settings screen will be displayed as tiles rather than scrolling down for each section to be set. The new screen will be displayed as below:
The settings that were previously available in the company setup and settings screen are still available in the new screen, but the differences are, they are separated by tiles and merged into the same screen.
The user must first fill out the company information tile (Company Setup) to enable the next tile (VAT and PAYE Details). If the user fills in the first two tiles, the rest of the tiles will be enabled for the user to set financial and payroll settings.
The entire financial settings and payroll-related settings will be available in separate tiles under "Financial Accounting Settings" and "Payroll Settings," respectively.
Journals and VAT journals
Journals:
We've added the ability to filter journal entries by date, account code, description, and status to the new journal entry screen. The journal entries will be listed with the journal entry description, debit balance, and credit balance. Each Journal entry have an option to expand and when you expand the journal entry transaction it will list all the account codes with the amount against each account codes.
In addition, we have provided very useful add-ons for users in the journal screen.
1. Cloning the finalised journals: when you clone the journal, it will copy the journal entries, including amounts, to the new journal form without the date.
2. Void the finalised journal: when you void the journal, it will delete the corresponding account postings in the general ledger and will be available in the journal screen with a status of "Void" which will help in retaining the audit trail for the updated account code balance.
VAT Journals:
We've added the ability to filter VAT journal entries by date, account code, description, and status to the new VAT journal screen, as in the journal entry screen. The screen will look like this:
We've also included a "void" option for the VAT journal. When you void any finalised VAT journal, the VAT journal clears the account postings from the general ledger, and they won't be considered for VAT computation.
