Navigation Updates
New Top Bar
A new persistent top bar is now visible across the entire app. It brings together your most-used actions in one place: search, notifications, and your account menu.
Search Has Moved
Search is now located in the center of the top bar (previously in the sidebar). It works the same way — you can search by Order ID, Name, or Number across entity types including Orders, Refunds, Payments, Gift Cards, and Payouts.
Notifications
Notifications are now accessible via a bell icon in the top right corner of the top bar. Unread notifications display a badge so you can quickly see if anything needs attention.
Account Menu
Your avatar in the top right corner now opens a dropdown menu where you can switch between companies, access starred companies, and log out. This replaces the previous account and profile page.
Profile Page Retired
The standalone Profile page has been removed. The only setting it contained — Two-Factor Authentication — has been moved directly under Settings in the sidebar.
Support & Settings
Support and Settings are now pinned to the bottom of the sidebar, visually separated from your primary reports and data pages. This keeps your core workflows front and center while keeping configuration and help easily accessible.
Overview Page Updates
Summary Financials — New Visual Design
The Summary Financials section on the Overview page has been redesigned. Instead of flat numbers, you'll now see a horizontal bar visualization that shows the relative magnitude of each financial category (Gross Sales, Discounts, Refunds, Net Sales, Shipping, Tax, etc.). This makes it much easier to quickly understand the composition of your revenue at a glance.
Reconciliation Health Dashboard
A brand new Reconciliation Health section has been added to the Overview page.
This gives you a single view into the health of your order-to-cash reconciliation, including:
An overall reconciliation score (out of 100) with a status indicator (e.g., "Needs Attention")
A breakdown across each stage of the reconciliation lifecycle: Order → Payment, Payment → Payout, Payout → Bank, Refund → Payment, and Revenue Recognized
The unresolved dollar amount at each stage, so you can quickly identify where discrepancies exist
A Connectors visualization showing data flow across your integrations
Quick Reference: What Moved Where
Before | After |
Search in the sidebar | Search in the top bar (center) |
Notifications in the sidebar | Bell icon in the top bar (top right) |
Company switcher in the sidebar | Avatar dropdown (top right) |
Profile page (with 2FA) | 2FA moved under Settings |
Support in the main sidebar nav | Pinned to the bottom of the sidebar |
Settings in the main sidebar nav | Pinned to the bottom of the sidebar |
Summary Financials as flat numbers | Horizontal bar visualization |
No reconciliation dashboard | New Reconciliation Health section on Overview |
Have questions about the new layout? Reach out to our Customer Success team — we're happy to walk you through it.