Getting started with InsideBusiness Payments
To get a quick insight in InsideBusiness Payments we highlight some specific features.
The menu is located on the left side of the screen. It is a so-called sliding menu meaning it appears in full if you move your mouse cursor to the left side of the screen. But if you want you can also pin the menu so it stays in place.
The new menu option called Favourites can be used to gather menu items you use a lot. Adding an item to the Favourites menu is done by simply clicking the star in front of the menu item.
Watch this video to see the menu in action.
By defining your own views InsideBusiness Payments can be tailored to your own wishes. When saving a view you can set it as default view for the page immediately in the Create view window.
The manage views buttons can be found as last row in the Views drop down list.
Watch this video to see the view management in action.
Screens with table views are packed with information. To save some space IBP has combined columns. These consist of two different data elements presented in one column. For instance payment type and status.
A combined column can be sorted on both elements by clicking the name of the element you want to sort in the column header. Filtering can be done on both elements as well.
Combined columns will automatically be visible in system defined views. If you liked the separate columns more, you can easily add them because we did not remove the separate columns.
Watch this video to see the combined columns.
Managing the columns in a view is reachable in the upper right side of a table view. Column management is combined with the Additional settings option that is available on some pages.
In the new Column management window all columns are shown in the screen order and checked if visible. Adding or removing columns is just a matter of checking/unchecking and putting them in the right order.
Watch this video to see column management in action.
By clicking the dashboard icon you reach dashboard management. Here you can add, delete or hide the widgets that are shown on the starting screen. It can also be used to go back to the dashboard, no matter where you came from.
We have added a number of widgets that can help improve your way of working.
Watch this video to see the dashboard options.