New register design for the Web App!

Coach Natalie

With Early Access, you can now use our brand new register design on the Simplifi Web App!

With the new design, you'll see the addition of a 'Recurring' Column that allows you to easily see at a glance if a transaction is Recurring, as well as what Series it's linked to. The Settings menu (the gear icon to the upper right of the register) has also changed slightly, and you'll see that the toolbar to Add, Edit, and Delete transactions, as well as Import and Export transactions, has been updated as well. You'll even see a new "Flag" option in the Transaction Detail view! 

One thing to note: The Entry Method column has been removed with the new design, so the only way to currently determine whether a transaction was manually entered is to open the Transaction Detail view and check for "Appears on your statement as..." info; no "Appears on your statement as..." info indicates that the transaction was manually entered.

Something else to note: The ability to bulk mark transactions as 'Reviewed' or 'Not Reviewed' is also currently unavailable with the new register design. This was an oversight and a ticket has been submitted to add this ability back; it should be available before the new design is fully live. 

We hope everyone loves the new design, and we'd love to hear your feedback! Please be sure to check out our feedback post here to leave your comments for our Product Team. 

Coach Natalie

The new register design is now live for everyone as of the 3.65.0 Web Release! As our Early Access users may have noticed, the newest design has been updated from the original one that was released. Here's a video of the highlights! 


Also, the abilities to bulk mark transactions as 'Reviewed', as well as merge transactions, have been added back. One thing to note with the newest design -- the trash can icon to delete transactions has been removed. Instead, deleting a transaction can be done from the Transaction Detail modal directly. If you're bulk deleting transactions, you may do so by selecting the transactions and then selecting the edit pencil, where you will then see the option to "Delete Transactions". 

Please be sure to leave your feedback regarding the new register design on our feedback post here!