UKI Compliance Ideas Portal

Manual entering of TB is confusing

Logic says that if you select the left hand dropdown it would go to data entry, but you have to choose the right which is headed import

  • Peter Chandler
  • Apr 16 2024
  • Not In Our Plans Right Now
  • Admin
    Steven Cartlidge commented
    26 Apr 11:40am

    Thank you for sending this over Peter,

    The screens here are relatively new, and the new design came out of a range of feedback and analytically data showing us that users were (also) getting lost and/or confided with the previous layout.

    I want to give it a few months, and I can then review feedback (such as this) and the see what the data shows us on user navigation, errors and mistakes.

    One thing we are delivering later this year is a home for compliance apps defaults and settings, I do see a future where a user who never imports may be able to set this screen so it always defaults to 'data entry'.

  • Peter Chandler commented
    25 Apr 01:50pm

    Thanks for the response Steven

    This screen invites enter a trial balance


    If yu click "Enter a Trial balance" it leads to an Import screen, not a data entry screen. It should say "Imort a trial balance". You would then be forced to go to the data entry options to manually key the entries manually.



    Peter Chandler FCCA

    For and on behalf of
    Peter Chandler - CCA Ltd
    Chartered Certified Accountants
    The Stables, 6 Church Street, St. Neots, PE19 2BU
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  • Admin
    Steven Cartlidge commented
    23 Apr 01:22pm

    Can we check what screens it is that you are referring to please?

    The below is the recently updated screen, where the default is to enter the trial balance, and it then also defaults to 'upload' with enter manually being in the right drop down.

    The headed import has now also changed, where we will allow any spreadsheet to be imported and a user can select what the headings are on the wizard.

    If there are more details on the matter please feel free to comment here or message me direct @