Overview
We've updated our platform's navigation structure to improve usability and create a more intuitive experience. The navigation now reflects distinct products and workflows available to you. This article explains the changes and how to find your way around the new navigation.
From "Dashboard" to "Home"
The top-level "Dashboard" section has been renamed to "Home" for a more welcoming and accessible entry point
“Approve” moved to the top level
All approval items have been moved to the top level for quicker access
New "Expense" Category Added
We've introduced a dedicated "Expense" section to organize expense-related functions better
"Spending cards" has been moved to this section as our key feature in the expense module"
Expense requests" and "Travel requests" are now grouped under this category
Purchase Flow Reorganization
"Request" has been renamed to "Order requests" for more clarity
Purchase activities are now more logically separated by function
Analytics Section Created
"Reports" is now part of a dedicated "Analytics" section
This change better highlights the reporting functionality
Finding Your Way
If you're looking for features from the old navigation, here's where to find them:
Old Navigation | New Navigation |
Dashboard | Home |
Purchase > Approve | Approve (top level) |
Purchase > Request Order | Order Requests (under Purchase) |
Purchase > Request Expense | Expense requests (under Expense) |
Purchase > Request Travel | Travel requests (under Expense) |
Spend > Spending Card | Spending cards (under Expense) |
Manage > Reports | Reports (under Analytics) |
Manage > Settings | Settings |
Need Help?
If you have any questions about the new navigation structure, please contact our support team at [email protected]