Settings Tab organization

Dear @lubos,

Manager in the last couple of years has sawn a big increase of the number of functionalities and, so, of the number of settings.

The current list is confusing with settings uncategorized and ordered by alphabetical order. It is also more confusing since the order changes with the default language of the interface.

I think that the order should remain the same in every language and that the settings should be grouped maybe with an interface similar to Mac OS’ settings:

image

3 Likes

Great Idea

This would definitely make it easier to find things, I think about this grouping each time I open settings and start searching for the right icon

2 Likes

I like this idea and hope that @lubos considers it as we also have groupings under customization and reports so why not under settings. I had a draft stab at it just yet, see below:

Basic settings

  • Base Currency
  • Business Details
  • Business Logo
  • Date & Number Format
  • Divisions
  • Email Settings
  • Start Date
  • Tax Codes

Customization

  • Email Templates
  • Form Defaults
  • Non-inventory Items
  • Payslip Items
  • Report Transformations
  • Themes

Users

  • User Permissions
  • Customer Portals

Accounts

  • Chart of Accounts
  • Control Accounts
  • Capital subaccounts

Bank and Cash

  • Payment Rules
  • Receipt Rules
  • Exchange Rates
  • Foreign Currencies

Transactions

  • Lock Date
  • Recurring Journal Entries
  • Recurring Payslips
  • Recurring Purchase Invoices
1 Like

I always expand out the groups as I find it harder to remember how the visual designer has decided to group the functions.

Just naming things which least to most specific achieves much the same thing

  • Currencies Foreign
  • Currency Base
  • Date lock
  • Date Start
  • Email Settings
  • Email Templates
  • Recurring Journal entries
  • Recurring Payslips
  • Recurring Sales invoices
  • Rules Payments
  • Rules Receipts
1 Like

I would move divisions inside accounts (maybe changing names), tax codes inside customization and lock date in basic settings.

Under mac os groups are not collapsed at all… they are only ordered in categories

I did not advocate for collapsing groups, I just support the idea of grouping / categorizing as we do for example in Customize and Report tabs.

I agree

There will be more settings as more features are introduced. It is therefore a good idea to introduce groups in the settings tab.
Added to ideas.

1 Like

Good idea :+1:

1 Like

this Idea Will Help Users To Find Settings Very Easily. they Need not to Hower On all Settings To Find What They Want to edit But They Find Easily if Settings Are grouped.
I Hope This Ides Will Be implemented Soon.