New users already checked-in - they use the new dashboard by default!
Current users will have the option of switching back and forth between the original view (V1) and V2. We'll soon sunset V1.
Overview
What's new ✨
V2 puts your businesses in the sidebar so you can switch between them without losing your place.
You now have multiple views to choose from: use the 'card view' on your phone or the 'table view' on your desktop.
Say goodbye to pop-ups, in V2 you work on a full page, with your progress saved automatically.
You can log out from the bottom right of any page
You can collapse the left panel for a wider view of key modules
You can pin specific pages per business
When you are logged in, the chat trigger that lived on the bottom right is not available. Support is now at the top right next to your user avatar.
What stays
Your data and settings are unchanged.
Below is a quick video of how you would navigate for your very first time.
Below are accompanying screenshots as we cover some more detail
Dashboard Setup
Navigate to digitax.tech and, once logged in, click "What's new in V2"
Applicable to existing users
Version Navigation
Applicable to existing users
Click "Switch to V2"
Close the toast message on the top right
Click "Learn more" to navigate to this support center page (the page you are reading right now) on the new dashboard.
Click "V1" to switch back
Moving forward, you can click "V2" to switch to the new dashboard
Profile and Business Navigation
Applicable to all users
Click on any profile
On your first time navigating, we have a few navigation tips to help you out
You can either navigate to one of the 5 recent listed profiles or click "All profiles" to view all of them
Filtering Profiles
Applicable to existing users
In the new dashboard, you can filter profiles by country. You switch through them by clicking the pills.
The screenshot below shows a filtered view of UAE profiles.
Collapsible left panel
For a wider view of key modules, you can click on the three horizontal lines (next to Workspace) to collapse/expand the left panel.
The screenshot below shows the view of profiles when the panel is collapsed.
Card and table view
Applicable to existing users
In the new dashboard, profiles and businesses can be viewed in either 'table' or 'cards' view. You already saw the table view earlier.
The 'table' view is the default compact view. For businesses, there's a status key at the bottom, as seen below.
Clicking on "Cards" switches to the familiar 'card' view.
Pin modules
Within a business, you can now pin a module, setting it to open by default.
In the screenshot below, I've pinned "Sales" to open by default when I navigate to this Zambian business.
Right panel for further context
Some important modules have a panel on the right that helps you finish your current action by providing additional context.
The panel in the screenshots below shows the required fields needed to complete creating an invoice in this UAE business.
Start
Mid (with a few filled in fields)
Complete
The example above is for creating an invoice. The panel also supports further actions like the example below for a created invoice.
More guides
We are updating our guide pages to reflect the V2 UI. Kindly review country-specific pages below: