Timesheet Portal Has a New Settings Section
Published: 27/09/2022
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Our settings section has undergone a major revamp. A brand new user interface and restructuring of the navigation are designed to provide you with a simpler and easier-to-use system. The new design is more responsive. In other words, it adapts to smaller screens better and makes use of newer technologies to provide a much faster response time.
Accessibility is one of the key features of Timesheet Portal, and we are making sure the system offers the best user experience across all platforms. The settings section is only the beginning of a series of changes we are bringing. The concepts seen on these pages will slowly be applied to the rest of our site over time, so watch this space.
To help you adapt quicker, we've provided a list of all settings pages below whose positions in the menu have moved. Use the left-hand column to find the menu item in the old structure. The right-hand column will tell you where you will find the section in our new layout. Keep in mind that we have not listed every page on the image below as some of them have just moved a level deeper.
Original settings page | New settings page |
Billing > Invoices | Billing & Subscription > Invoices & Payments |
Billing > Subscription Modules | Billing & Subscription > Subscription modules |
Billing > Payment Details | Billing & Subscription > Invoices & Payments |
Billing > Prices | Billing & Subscription > Subscription modules |
Billing > Account Usage | Billing & Subscription > Invoices & Payments |
Branding > Login page | Account > Branding |
Branding > Custom Theme | Account > Branding |
Branding > Logos | Account > Branding |
Clients | Clients & placements > Clients |
Placements | Clients & placements > Placements |
Contractors | Contractors > General |
Intermediary Reporting | Contractors > Intermediary reporting |
Lists > Contractor groups | Contractors > General |
Lists > Consultant teams | Consultant > Consultant teams |
Lists > Consultant split type | Consultants > Consultant split types |
Lists > Contractor roles | Contractors > General |
Lists > Employment status types | Contractors > General |
Lists > Custom contractor field | Contractors > General |
Lists > Client categories | Clients & Placements > Clients |
Lists > Branch categories | Clients & Placements > Branches |
Lists > Placement categories | Clients & placements > Placements |
Lists > Cost centres | Clients & Placements > Cost Centres |
Lists > Project Categories | Clients & Projects > Projects |
Lists > Task Categories | Clients & Projects > Tasks |
Client invoicing methods | Client Invoicing > General settings |
Client invoicing delivery types | Client Invoicing > General settings |
Notifications > General | Account > Emails / SMS |
Notifications > Scheduled timesheet reminders | Timesheets > Scheduled reminders |
Notifications > SMS | Account > Emails / SMS |
Notifications > New user and password reset | Account > Emails / SMS |
Overtime Rules | Timesheets > Overtime rules |
Rates &Units > Rate codes | Timesheets > Rates & units |
Rates & Units > Units | Timesheets > Rates & units |
For example, we used to have Expenses > Expense Categories. However, the Expense Categories are now in a tab within Expenses. So if you do not find your sub-menu, it will be located as a tab in its respective section. Unless the page was moved, it can still be found within the same category.
At Timesheet Portal, we are always looking for ways to give our clients as much value as we can. All of our updates and changes begin with you. Therefore, if you have any complaints, suggestions or would just like to provide feedback - we are waiting to hear from you.