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Timesheet Portal Has a New Settings Section

Author: Michael Gois
Published: 26/09/2022
new settings section

Our settings section has undergone a significant revamp. A brand-new user interface and a restructured navigation system are designed to provide you with a simpler and more user-friendly experience. The new design is also more responsive; in other words, it adapts better to smaller screens and utilises newer technologies to ensure a much faster response time. 

Accessibility is one of the key features of Timesheet Portal, and we are ensuring that the system provides the best user experience across all platforms. The settings section is merely the beginning of a series of changes we are implementing. The concepts presented on these pages will gradually be applied to the rest of our site over time, so watch this space.

Never Forget Additional Charges Again

To assist you in adapting more quickly, we have provided a list of all settings pages below that have shifted positions in the menu. Use the left-hand column to locate the menu item in the old structure. The right-hand column will indicate where you can find the section in our new layout. Please note that we have not included every page in the image below, as some have simply moved one level deeper.

Original settings page New settings page
Billing > Invoices Billing & Subscription > Invoices & Payments
Billing > Subscription Modules Billing & Subscription > Subscription modules
Billing > Payment Details Billing & Subscription > Invoices & Payments
Billing > Prices Billing & Subscription > Subscription modules
Billing > Account Usage Billing & Subscription > Invoices & Payments
Branding > Login page Account > Branding
Branding > Custom Theme Account > Branding
Branding > Logos Account > Branding
Clients Clients & placements > Clients
Placements Clients & placements > Placements
Contractors Contractors > General
Intermediary Reporting Contractors > Intermediary reporting
Lists > Contractor groups Contractors > General
Lists > Consultant teams Consultant > Consultant teams
Lists > Consultant split type Consultants > Consultant split types
Lists > Contractor roles Contractors > General
Lists > Employment status types Contractors > General
Lists > Custom contractor field Contractors > General
Lists > Client categories Clients & Placements > Clients
Lists > Branch categories Clients & Placements > Branches
Lists > Placement categories Clients & placements > Placements
Lists > Cost centres Clients & Placements > Cost Centres
Lists > Project Categories Clients & Projects > Projects
Lists > Task Categories Clients & Projects > Tasks
Client invoicing methods Client Invoicing > General settings
Client invoicing delivery types Client Invoicing > General settings
Notifications > General Account > Emails / SMS
Notifications > Scheduled timesheet reminders Timesheets > Scheduled reminders
Notifications > SMS Account > Emails / SMS
Notifications > New user and password reset Account > Emails / SMS
Overtime Rules Timesheets > Overtime rules
Rates &Units > Rate codes Timesheets > Rates & units
Rates & Units > Units Timesheets > Rates & units

For example, we used to have Expenses > Expense Categories. However, the Expense Categories are now located in a tab within Expenses. So, if you cannot find your sub-menu, it will be located as a tab in its respective section. Unless the page has been moved, it can still be found within the same category.

Be Part of Future Developments

At Timesheet Portal, we are always looking for ways to give our clients as much value as we can. All of our updates and changes begin with you. Therefore, if you have any complaints, suggestions or would just like to provide feedback - we are waiting to hear from you.

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