Product update: Business selector and module navigation

News posted by Pete Jones 4 weeks ago

We have made a few improvements to make navigating Clear Books a little easier and more consistent for all users.

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Type added to business selector

Each business in the drop down list shows the business or account type below the name to help identify the one you are looking for.

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My practice link

For accountant users, your practice name is pinned at the top of the business selector to enable a quick return to your practice at any time.

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Unified module menu

All users now use the same menu to access the different Clear Books modules for the currently selected business.

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Practice home

For accountant users, this was previously named "Partners", and is now the first module listed when working in your practice and continues to navigate to your practice module for managing Clear Books clients.

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