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Updated navigation, page toolbars and Work Papers

Console is now your home page, your financial summary moved to Dashboard, Settings and Support moved to the top bar, and close reports are grouped under Work Papers.

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Written by Lyndsey Bunting

We've updated how Blue Onion looks and where things live, to give you more room for your data and an easier-to-scan navigation.

Navigation

Blue Onion Console is now your home page, the first page you see when you sign in. See Blue Onion Console: your new home page for details.

Your Summary Financials, Reconciliation Health, Suggestions and Connectors cards (previously on the Overview page) now live under Dashboard in the sidebar.

Settings and Support have moved to the top navigation bar.

The left navigation opens collapsed by default, giving you more room on screen. You can expand it at any time.

Page toolbars

  • Filters, page settings and downloads now sit together in the top right of every page.

  • All three are simple outline icons, and the word "Filters" has been replaced by a filter icon.

  • Active filters still show as pills below the page title, so you can see what's applied at a glance.

Work Papers

The reporting pages you use for close are now grouped in one section of the left navigation called Work Papers. Hover over or click the Work Papers icon, then choose:

  • Payout Summary

  • Cash In Transit

  • PayPal Summary

  • Deferred Revenue

These pages work the same way they did before. Only where you find them has changed.

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