As an existing AccountsIQ customer, you’ve probably seen (and maybe tried) the new navigation bar at the top of your screen.

If you’ve ever thought “I can’t find anything” or “my old favourites have gone” and switched straight back to the old look, this webinar is for you.

In this focused, practical session, Jeanette, Product Director (and ex–finance practitioner), explains:

• Why AccountsIQ invested in a new navigation experience
• How customer feedback from the in-product “toggle off” guide has directly shaped recent releases
• How to find features quickly using search, menus and favourites
• What’s already changed (search, grids, entity picker, dashboards)
• What’s coming next (home page, revamped report manager, non-financial metrics, more customisation)

You’ll see live examples in the product, hear how other customers are adapting, and get clarity on where to go for help and training.

What this webinar covers

1. Why a new navigation – and what’s different?

Jeanette opens with context:

• The goal is a cleaner, more modern, less cluttered UI that can support:
  • A new home page with tiles and widgets
  • Rich dashboards and non-financial metrics
  • Better personalisation by role
• New nav is now where the majority of daily active users work, and adoption is tracked closely.
• All the changes are driven by a simple theme: get closer to customers and make the product easier and faster to use.

You’ll also hear a quick personal intro: after 6+ years heading onboarding and services, Jeanette has moved into Product with a clear focus on real-life finance workflows, not just theory.

2. Finding features faster: search, menus and favourites

The most common feedback from in-product guides was:

“I can’t find a feature or action.”

So the team introduced and enhanced in-product search:

• Global search lets you quickly find:
  • Pages and listing screens
  • Action screens (e.g. “new sales invoice”)
  • Dashboards
  • Reports
• You can favourite frequently used items so they appear under the star icon (pages, reports and dashboards).
• Upcoming enhancement: search results will show clear icons so you can immediately see whether an item is:
  • A listing
  • An entry/action screen
  • A dashboard
  • A report

Jeanette also walks through the basic navigation logic:

• Left-hand icon bar = core functional areas (Sales, Purchases, Bank, GL, etc.)
• Hovering shows submenus; a plus (+) icon means:
  • There’s an action behind it (e.g. “New item invoice”)
  • Sometimes, multiple actions (invoice + credit note in one place)

Examples shown:

• Finding foreign currency features via search
• Finding Intercompany → Unprocessed transactions via the relevant icon + submenu
• How favourites surface those key screens in one click

3. Notifications and the “globe” icon: what changed and why

In old nav, a globe icon showed:

• Recurring sales items
• Intercompany unprocessed transactions
• Other “ready to post” items

In the new nav:

• These counts now appear in the submenus (e.g. number indicators beside “Recurring Sales” or “Unprocessed Interco Transactions”).
• Longer term, these alerts will live on a new home page with widgets, so users see:
  • “Things that need my action today”
  • Workflow items, unposted journals, unprocessed Interco, etc., on one landing screen

The removal of the “globe” was a deliberate stepping stone towards that future home page experience.

4. Customisable grids & everyday usability

One of the biggest early requests was:

“I’ve lost control of my columns – can I customise my grids again?”

That’s now in place:

• On double-click into listing screens, grids are:
  • Drag-and-drop configurable
  • Columns can be reordered, resized, and saved
• This applies across key lists:
  • Sales, Purchases, Banks, GL, etc.

Result: you can restore the visibility and layout that suits your role and daily work.

5. Multi-entity: identifying the right company quickly

For customers with lots of entities in a group, two common pieces of feedback were:

• “I used to rely on the currency in the dropdown.”
• “I miss having the logo beside the company name.”

The product team is addressing this with:

• A company identifier feature (coming soon):
  • Small coloured markers beside entities in the dropdown
  • Logic to highlight most recently used entities
  • Personalised per user (you choose colours for your view; not a global setting)
• Plan to reintroduce currency visibility in the entity selector to help context.

These tweaks aim to make it obvious at a glance which company you’re in before you start posting.

6. Reports: current experience and Q1 enhancements

Right now, clicking the “envelope/report” icon opens:

• Email log if clicked on the icon
• Report Manager as a pop-up from the top menu

Jeanette confirms that a new report manager is due in Q1:

• It will be embedded directly in the grid area, not just a pop-up
• Reports will be grouped more intuitively by purpose and function
• All current strengths will be retained:
  • Multiple tabs
  • Filters
  • Favourite reports

Because there are so many valuable reports, better grouping and in-context access should make it far easier to find the one you need.

She also floats a question back to customers: would you like to see GL Explorer embedded as a first-class navigation item too?

7. Training & AIQ Academy in a new-nav world

Another recurring theme from feedback:

“The AIQ Academy training videos show the old interface.”

Key points Jeanette covers:

• Core navigation videos have been updated for new nav.
• Pop-up pages and entry screens:
  • Have had a visual facelift, but
  • Underlying functionality is the same as before
• For that reason, most existing videos are still accurate in terms of what you do, even if the chrome around it looks fresher.

The plan:

• All videos will eventually be re-recorded in the new UI
• Prioritisation will be driven by:
  • Which pages have changed most
  • Customer demand and feedback

From the Help Hub, users can:

• Launch AIQ Academy directly
• Request access if they’re not already set up (it’s free for customers).

8. Dashboards & non-financial metrics

Some customers said:

“I can’t see the dashboards at all.”

Clarification:

• New dashboards are live, but:
  • Initially assigned to Practice Administrator profile only
  • Admins can then enable dashboards for other profiles
• If you don’t know who your practice admin is, AccountsIQ can help identify them.

Why dashboards matter:

• Give quick views over:
  • P&L and profitability
  • Working capital
  • AP/AR
  • Purchase commitments vs budget
• Designed to be useful for:
  • Finance
  • Budget holders
  • Broader leadership teams

What’s coming:

• Ability to layer in non-financial metrics/statistical data on dashboards:
  • e.g. student numbers, bed nights, FTE, units shipped
  • Especially relevant for charities, education, tech, professional services
• Expected in the first half of this year.

Customers are encouraged to:

• Spend time exploring dashboards
• Share feedback on:
  • Additional widgets they’d like
  • Role-specific views that would help

9. Home page and personalisation: the bigger vision

Across the whole session, Jeanette keeps returning to a central future design:

• A role-based home page where:
  • AP users see AP tiles
  • Bank users see bank and cash widgets
  • Controllers see period-end and review items
• Customisation at user level:
  • Favourite activities, reports, dashboards surfaced by default
• System prompts and notifications centralised:
  • Intercompany items
  • Recurring postings
  • Workflow actions
  • Approvals and reminders

The new navigation is a necessary foundation for this; that’s why some choices (like removing the globe) were made with the long term in mind.

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