Accounting to Taxi

Commonplace studies in 1C: Accounting is distinguished by its richness and abundance of settings. Filters, groupings, conditional design and different parameters are flexibly configured in any report. Altering them provides the accountant with a robust instrument for analyzing the state of accounting within the group entrusted to him.

Traditionally, all report settings are positioned in a particular panel on the correct aspect of the report kind. Settings are conventionally divided into primary and extra placed on two corresponding tabs. Since there are many settings, a scroll bar seems on every one of the tabs in the usual decision of 1024×768. The small width of the settings column doesn’t help you see, for instance, the desk of alternatives.

Rice. 1. To the correct of the report is the settings column.

In Taxi, it was determined to alter the method to the situation of the settings, making them extra accessible and more straightforward to learn. The modifications have been based mainly on the speculation that when working with the scenes, the consumer utterly focuses on them, so it is not sensible to depart a report on the display screen, which means that the settings can occupy the whole display screen we did.

And when viewing the report, the settings panel in Taxi is now not displayed in any respect. If obligatory, you’ll be able to name it utilizing the Present settings button.

Fig 2. Report Stability sheet on account in Taxi.

Rice. 3. The settings panel in Taxi opens in the entire display screen.

There was a lot of house for settings directly, which made it doable to rearrange every semantic group of settings by itself tab. Now discovering the ground you need shall be very simple. More room appeared for the scenes themselves: for instance, within the choice desk, all columns turned seen: each identifying the chosen discipline and its worth.

We additionally modified the order of the teams of settings. The most steadily used units have been moved to the start: alternatives and groupings.

To make it simpler for customers to adapt to work within the new studies, the names of the settings teams and different phrases used have remained unchanged.

After altering the settings, the consumer’s work situation stays identical: click on the Generate button to see the report with the brand new locations.

To generate a report, most customers solely have to specify the number of primary settings. As a rule, that is the interval of the information, the accounting account for which the report and the group are fashioned. For comfort, they’re positioned within the header of the message. We highlighted these fields with the assistance of a shiny background into the so-called “epicentre” of the shape, which ought to draw the consumer’s consideration to those fields: that is the place it is best to begin working with the report. Highlighting with a shiny background works appropriately with the default shiny button Generate, which must be pressed after filling within the primary settings.

Rice. 4. Header of the report.

Beforehand, the settings within the header weren’t sufficient to generate the Turnovers between sub con to report. It was essential to open the settings panel and fill within the forms of sub con to there. We determined to place these settings within the header in Taxi, making it a “two-story” one. It will enable the consumer to construct a report with the best locations shortly and swap to extra advanced instruments provided that obligatory.

Fig 5. The epicentre of the report Turnover between subkonto.

Within the report’s heading, we have now deserted the title of the sphere Group. That is finished on the idea of the speculation that the consumer will unambiguously perceive by the content material of the sphere that it’s the group that’s indicated there as well as, even when this discipline is empty, the Entry immediate shall be displayed there. It is a new function of the 1C: Enterprise 8.Three platforms.

Rice. 6. Choice by group: on the left – a crammed discipline, on the correct – and empty field immediately entering.

The size of the Taxi report itself is deliberately left unchanged. There are two causes for this. Firstly, customary accounting studies are relatively wealthy in data and on a big scale, they’d not match on a display screen at a regular decision of 1024×768. It’s because customary studies have traditionally used bigger font sizes (9 and 10 factors) than the default Eight level urged by the platform. Secondly, it’s on this scale that the report is printed. The accountant shall be accustomed to publishing precisely what he sees on the display screen.

All these modifications have handed a specific test for usability with the involvement of several accountants who use the service. There have been no difficulties in working with the brand new studies.

We hope all accountants take pleasure in the brand new customary studies!


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