Overview & Rationale

PracticeEvolve is proud to unveil a significant redesign of the navigation menu within EvolveGo. The primary design change includes the relocation of the menu from the left-hand side of the screen to the top of the screen. This redesign has been deployed with client feedback in mind and as a result of wider market research and consultation. The new menu design is intended to significantly enhance the user experience and provides for a number of benefits including:

• Greater screen real estate: Moving the navigation menu to the top of the screen eliminates the 'intrusive' nature of the previous left-hand menu and provides for a more streamlined user interface where the menu no longer 'gets in the way', allowing you to view more content on your screen without the need to scroll or resize.
• Faster navigation and elevated user experience: Moving the menu to the top of the screen allows for effortless and more efficient access to different areas of the system without the need to scroll or sift through multiple menu layers. Enhancements and additions to menu and 'quick action' items (now known as the 'create new' menu) add to a far more intuitive user experience.

The refreshed menu and quick action items are itemised below. For further details about this and other enhancements, please refer to the EvolveGo Release Notes. A high level overview of the navigation menu updates is also provided within the video linked below:

TABLE OF CONTENTS

• Overview & Rationale
  • New Menu Design
  • Navigation Menu Overview
    • Dashboards
    • Work Items
    • Directory
    • Matters
    • Invoices
    • Purchases
    • Banking
    • General Ledger
    • Reports
    • Settings
  • Create New Menu Overview
    • Work Item
      • Old New Work Item entry screen
      • Updated New Work Item entry screen
    • Requisition
    • Lodgement
    • Disbursement
    • Trust Receipt
    • Trust Payment
    • Trust to Office Transfer
    • Office Receipt
    • Office Payment
    • Purchase
    • General Ledger Posting
  • Enhancement to Global Search Bar

Previous Menu Design

New Menu Design

Navigation Menu Overview

While most of the menu options continue to operate as they did in the previous left-hand menu, enhancements and additions have been made to some items and these are detailed below where relevant:

Dashboards

This menu option operates as it did in the previous left-hand menu and allows you to navigate back to the 'Dashboards' screen when in any other screen within EvolveGo.

Work Items

This menu option operates as it did in the previous left-hand menu and allows you to access the work items entry screen.

Directory

This menu option has received an enhancement. Where the button in the previous left-hand menu simply navigated to the system-wide directory, the button in the new menu provides options whereby you can access the full directory or only view clients, suppliers or employees. This eliminates the need to have to apply a filter in the full directory.

Matters

This menu option operates as it did in the previous left-hand menu and allows you to access the matter listing screen.

Invoices

This menu option has been enhanced. Whereas the 'Invoices' button in the previous left-hand side menu simply directed to the Invoices listing screen, the new menu provides for the option to access the Invoices listing screen by clicking on 'All Invoices' or the option to access the 'Invoice Overview' screen (previously only accessible via the Dashboard billing widget) by clicking on the associated button.

Purchases

This menu option operates as it did in the previous left-hand menu and allows you to access the purchases listing screen.

Banking

This option is an addition to the navigation menu. The banking button provides the ability to access the firm's Trust and Office bank accounts (and the associated cashbook entries screens) directly from the navigation menu. Previously, these screens were only accessible via the Dashboard banking widget.

General Ledger

This menu option allows you to access the General Ledger directly from the navigation menu and mirrors the functionality that was available in the previous left-hand menu. Please note that this button has been renamed from 'Journals' (as it was named in the previous menus) to 'General Ledger'.

Reports

This menu option operates as it did in the previous left-hand menu and allows you to access the reports menu screen.

Settings

This menu option has been enhanced. Whereas the 'Settings' button in the previous left-hand side menu provided access to all system settings, the new menu options allow access to all settings by the 'Firm Settings' button in the drop-down menu and direct access to Message Quarantine settings via the 'Message Quarantine' button or to Scheduled Tasks settings via the 'Manage Scheduled Tasks' button.

Create New Menu Overview

The 'Create New' menu replaces the previous 'quick actions' menu. While most items continue to operate as they did in the previous left-hand menu, some items have been renamed and/or consolidated and these are detailed below where relevant:

Work Item

This menu option operates as it did in the previous quick actions menu and allows you to quickly create a new work item entry. The layout of the new work item screen has been altered slightly as shown below:

Old New Work Item entry screen

Updated New Work Item entry screen

Requisition

This menu option replaces the 'Request Payment' button in the previous 'Quick Actions' menu and allows you to complete and submit a new payment request.

Lodgement

This menu option replaces the 'Receipt Request' button in the previous 'Quick Actions' menu and allows you to complete and submit a new receipt request.

Disbursement

This is a new addition to the 'Create New' menu and allows you to create a new disbursement item against a nominated matter directly from the 'Create New' menu.

Trust Receipt

This menu option operates as it did in the previous quick actions menu.

Trust Payment

This menu option operates as it did in the previous quick actions menu.

Trust to Office Transfer

This is a new addition to the 'Create New' menu and allows you to create a new trust to office transfer request directly from the 'Create New' menu.

Office Receipt

This menu option operates as it did in the previous quick actions menu.

Office Payment

This menu option operates as it did in the previous quick actions menu.

Purchase

This is a new addition to the 'Create New' menu and allows you to create a new purchase item directly from the 'Create New' menu.

General Ledger Posting

This menu option replaces the 'Create a general journal transaction' button in the previous 'Quick Actions' menu and allows you to complete a new general journal transaction directly from the 'Create New' menu.

Enhancement to Global Search Bar

The Global Search Bar has received two enhancements as part of the system navigation improvements:

Categorisation of search results

When searching within the global search bar located at the top-right of the screen, search results are now grouped in up to four categories. These are 'Directory', 'Matters', 'Invoices' and 'Purchases'. Categories will be displayed if / when the search term contains results within the categories. In the example below, the search term 'bel' has found results within the Directory, Matter Listing and Invoices listing hence the 'Purchases' category is not displayed.

If you wish to filter your search so that it only displays results in certain categories, simply click on the desired category/ies, noting that it will be highlighted purple once selected. Your search results will then be filtered so that only items within the selected categories will be displayed.

Visibility of recently searched or opened items

The global search feature has also been enhanced so that recently searched and recently opened items are listed when clicking into the search bar. If you wish to re-run a recently conducted search or re-open an item or screen you have recently visited, simply click on the item in the listing. Note that recently searched and recently opened items will not be visible if a new search term is entered into the search bar.