Navigation system

The navigation system is the first thing an accountant encounters when getting into this system. Despite everything, earlier than you begin working, for instance, with an account, you’ll want to discover it in this system. This system is massive, and there’s plenty of performance: it’s straightforward to get confused. Due to this fact, it is essential that the person from the primary time, the truth is, on the degree of instinct, may discover the performance he wants.

The “Taxi” interface gives new potentialities for constructing a navigation system, which should make the person’s interplay with the system extra handy. There are several essential improvements. First, any more, the part panel could be positioned on any of the 4 sides of the display screen, not simply on high. Secondly, now the platform mechanically distributes the weather of the navigation bar and the part motion bar into three columns roughly equal in peak. Thus, even when there are a lot of them, all navigation parts could be compactly organized on the display screen. Lastly, within the Taxi interface, there was a departure from the idea of sections, as person workplaces with their very own navigation bars, favouring the concept of a standard menu situated above the context of the person’s work.

We determined to benefit from these improvements to make the navigation system extra handy in 1C: Accounting Eight with the Taxi interface.

However, earlier than shifting on to the technical part of this process, we determined to search out whether the division of the performance into accounting sections adopted within the present model of this system displays the psychological mannequin of an actual accountant? Do you’ll want to redesign your navigation system utterly? To do that, we used the cardboard sorting methodology. First, we ready a heap of playing cards with the paperwork and reference books that exist in this system. Then they requested several accountants to mix these playing cards into teams and provide you with names for these teams. The principle couples on this experiment turned out to be identified as within the present model: “Financial institution and Cashier”, “Purchases”, “Gross sales”. The grouping of the performance by accounting sections has paid off.

With the assistance of card sorting, we made positive that you shouldn’t considerably change the present construction of accounting sections within the new model. Accountants can navigate it and efficiently discover the required performance.

We determined to make adjustments to the overall sections, the place difficulties within the work of accountants have already been noticed greater than as soon as. For instance, as a substitute of the overloaded with performance part “Accounting, taxes, reporting” launched two new, with extra unambiguous and acquainted to accountants in earlier variations of the names: “Experiences” and “Operations”.

The part “Transactions” features a joint journal of transactions, period-end closing transactions and entry of opening balances. Subsequent testing has proven that this part is understandable and very talked-about with accountants. Gone are the difficulties with inexperienced customers discovering the transaction log.

On the request of accountants, parts that had been beforehand situated within the Administration part had been added to the Operations part: deleting marked objects, group reposting of paperwork, setting the date of prohibition of modifying. It turned out that this can be a performance that chief accountants typically utilize, so they also contemplate it as operations.

Part “Operations” in “Taxi”:

The “Experiences” part has united nearly all stories in the configuration: customary stories (SALT, account card, account evaluation, and so forth.), regulated stories (reporting to tax and funds), in addition to books and journals which might be stored for VAT tax functions and USN.

Within the present model, customary stories are duplicated in every accounting part. Without switching the amount, they are often known (if the person is working with the navigation and motion panels enabled). This was now not vital within the “Taxi” interface because of the transition to the idea of a standard menu for navigation. This made it potential to unload accounting sections, leaving there solely paperwork and stories instantly associated with this accounting part.

“Purchasing” part in “Taxi”:

The part “Purchases and gross sales” within the present model:

Reference books have additionally been moved to a separate part of the identical title. Many accountants expressed this want. It turned out that working with reference books as unbiased navigation objects is uncommon. As a rule, including new parts to directories is adequately completed within the paperwork. Due to this fact, it will be handy if all reference books are collected in a separate piece. Implementors, those that customize this system, may even prefer it.

Not all gadgets that had been beforehand situated within the navigation panels stay in them within the Taxi interface. For instance, the hyperlink to the register of merchandise accounting accounts is now located within the navigation pane of the Nomenclature reference guide. Despite everything, by default, these accounts are stuffed with preset values, and you’ll want to change them, provided that these values ​​are usually not appropriate for selected merchandise. The person’s state of affairs right here is as follows: if you want to change one thing associated with the terminology, you’ll want to use the “Nomenclature” navigation level.

This method made the potential to make the navigation system visually easier without decreasing the performance.

Listing “Nomenclature”:

Because of this, we managed to scale back the variety of parts in every part, making them visually more straightforward. At the same time, the combination of sections has elevated. They did not match into the horizontal navigation bar at the usual decision of 1024×768. And we wish all the weather of this system to be usable even on the iPad. Right here, we can use the brand new options of the Taxi interface successfully: we’ve positioned the navigation panel for this system, not on the highest but the left. This solved several issues without delay. First, a vertical listing is simpler to learn. No marvel the weather of any lists in actual life is organized vertically one beneath the opposite, and never horizontally. Secondly, it could compactly and elegantly match the whole navigation system in a typical decision of 1024×768, and even just a tiny house was left. When engaged on enhancements, companions can add a few of their sections, and all the identical, all navigation will match into the minimal display screen decision. Lastly, this resolution allowed us to use the whole display screen peak for the workspace. Don’t forget that most fashionable displays are widescreen, and the lack of part of the horizontal space is not so crucial. And when this system works like an online utility in a browser, the vertical house turns into much more worthwhile since a part of the display screen will inevitably be occupied by browser controls, varied panels, and so forth.

Sections in Taxi:

The necessity to save house led us to a different apparent change: the names of many navigation parts have been abbreviated. With uncommon justified exceptions, they have not to exceed 30 characters. This made them extra readable and understandable. Several examples:

New title Previous title
Chart of accounts Accounting chart of accounts
Evaluation of VAT accounting Assessment of the state of tax accounting for VAT
Change within the depreciation price of fastened belongings Altering the particular coefficient for calculating the depreciation of fastened belongings

(tax accounting)

We continued additional analysis with a working prototype of the navigation system. It has been repeatedly demonstrated to accountants. Several classes of categorical testing of the brand new navigation system had been carried out to guarantee that all the primary duties had been solved by customers efficiently. Many of the accountants famous that the brand new menu has developed into extra handy and more straightforward compared to earlier variations of 1C: Accounting 8.

We proceed to check the comfort of the navigation system now, finding out the person’s work in additional depth.

For instance, the content material of the “Primary” part, which has appeared within the “Taxi” interface, and the exact method has not but been laboured out. In response to the accountants we interviewed, this part ought to comprise a journal of operations and primary settings, for instance, accounting insurance policies. We additionally added preliminary paperwork (financial institution statements, invoices, and so forth.) there to point out the novice person the primary performance of this system. Whether or not this resolution is profitable or not stays to be verified.

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