How collapsible groups helped improve form usability

“1C: Money 8” Is a home-use program for accounting, evaluation and administration of private or household funds.

We don’t require our customers to have information on accounting or any particular strategies. It’s assumed that they’ll be taught all this within utilizing this system. Due to this fact, specific necessities are imposed on this system’s usability and ease of improvement.

And though we would not have such advanced varieties as in configurations for regulated or manufacturing accounting, generally even on an easy kind, it’s essential to work exhausting to make it easy.

In this article, we’ll present an instance of the event of certainly one of these varieties – the type of the doc “We repaid the debt.”

Growth of the configuration “1C: Cash 8” ed. 2. Zero is run on the 8. three platforms within the Taxi interface.

Causes for change

In model 1. Zero there was one doc for the return of personal money owed, he applied an easy situation – to return a part of the debt, without curiosity, commissions, etc.

However, this didn’t affect swimsuit customers, since along with an easy situation, there are sometimes extra advanced ones: concurrently with the return of the debt, it’s essential to pay a fee or postage; generally, curiosity is charged on non-public money owed. For such instances, several utterly different paperwork needed to be entered.

One other case of debt compensation is the compensation of a financial institution mortgage. Within the 1st version, there was a separate advanced mechanism for this from several paperwork, which prompted many difficulties. We are not going to think about it right here. I’ll solely say that this mechanism is excluded since, within the new implementation of labour with money owed, its necessity has disappeared.

A new type of debt compensation

In model 2.0, we’ve mixed non-public money owed and financial institution loans into one entity. In any case, they differ solely in that personal money owed most frequently (however not all the time) lack curiosity, commissions and a cost schedule.

The brand new doc “We now have repaid the debt” implements the following situations (in descending order of frequency):

  1. Paying off manageable debt. You need to enter a contact, generally point out a particular debt, from which pockets you paid, and the quantity to be repaid;
  2. Debt compensation with curiosity, fee. Along with the principal quantity, you should point out interest and fee and expense gadgets for them;
  3. It was accounting for different prices, for instance, the fee of the cost system through which the cost is made. It’s essential to fill within the tabular part “Further prices”.

For the preliminary usability testing, the shape was introduced within the following kind:

Kind of kind for compensation of a manageable debt:

Kind sort for settlement of a mortgage with add. bills:

Customers coped with the easy situation; however, the extra advanced ones confirmed the following issues:

  • Regardless of how we name the sector “Principal Quantity”, customers imagine the overall quantity of the cost. Typically, customers often wish to enter the overall amount of the price, after which decipher it: together with the principal amount, curiosity, and so on.
  • It isn’t apparent to customers that should you test the “Curiosity, fee” flag, then the enter fields hidden earlier than this may seem;
  • Customers don’t know of ​​going to the Further Prices tab to enter further charges and costs related to the cost. As a substitute, different prices are launched utilizing additional paperwork.

To handle these points, we did the next:

  • Added the sector “Quantity of cost”;
  • Three collapsible teams “Together with” have been positioned below the cost quantity. The group header shows vital data – the amount of principal, curiosity, fee, different prices. By increasing the teams, you possibly can view or change the quantities, expensive gadgets, article analytics;
  • Details about the debt’s stability were also posted within the group being rolled up. The rest of the debt is displayed within the collapsed state after posting the doc. If you increase the group, you possibly can see the stability earlier than and after the operation and write off the strength of the debt.

After these modifications, the shape became more apparent and extra compact, and the variety of clicks didn’t improve.

With collapsible teams, all key data may be captured at a look, without switching or scrolling, and if vital, you can go deeper into the main points.

We ran usability testing once more.

Now customers don’t make errors when getting into quantities, and they will discover the desk “Further prices”.

Our fears that difficulties would possibly come up with the withdrawn teams didn’t materialize.

We checked two choices by looking at the type of pictures and hyperlinks. Whereas customers have been able to do each with ease, hyperlink teams have been discovered to be a more excellent resolution in a post-test survey.

Equally, an identical doc, “We have been repaid a debt”, was modified. New types of paperwork are included in the trial version of 1C: Money 2.0.13.1 configuration.

S. Rokhlin.

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