In the staff portal, the “Last updated by” field for client information was incorrectly displaying the details of the person currently viewing the information instead of the actual person who last made updates. In this update issue is fixed.
UI change of Client Invoice Date change
The staff portal’s client information window, particularly used for updating invoice dates, required a UI re-arrangement. The requested changes included re-arranging the alignment of elements, standardizing the use of capital and lowercase characters, refining section layouts, and creating a more user-friendly interface to improve overall usability for staff members.
UI change of Client Profile
The Client Profile window’s UI is set to undergo an overhaul, focusing on improving the overall layout, alignment, character casing, section organization, and user-friendliness to enhance the experience for staff members managing client information.
Branch Finance Re-Design
The new design aims to simplify the deposit process for both branch users and the central office (HO Portal), ensuring it is user-friendly and efficient. The process flow is clear, with easy-to-navigate screens for both entering and approving deposits.