How-To Guides/What's Changed

What's Changed

Screens that have moved, merged or been retired since the last version of this documentation โ€” and where to find them now.

Screens that moved

The old links still work: opening any of these takes you straight to the new location. Bookmarks and training material that point at the old paths will not break, but they will land somewhere with a different name.

Used to beNow lives atWhy
Settings โ†’ BusinessSettings โ†’ Organization โ†’ BusinessesBusiness profiles are now managed under the Organization group, which also holds locations.
Settings โ†’ BusinessesSettings โ†’ Organization โ†’ BusinessesSame destination as above.
Settings โ†’ LocationsSettings โ†’ Organization โ†’ LocationsLocations moved alongside businesses under Organization.
Settings โ†’ VenuesSettings โ†’ Organization โ†’ Locationsโ€œVenuesโ€ is retired; locations is the single term for a trading site.
Settings โ†’ Dining AreasSettings โ†’ Restaurant MapsDining areas are now edited as part of the restaurant floor map.
Settings โ†’ Scheduled TasksRostering โ†’ TasksScheduled, recurring and one-off tasks were merged into a single Tasks screen under Rostering.
Settings โ†’ Process DocumentationStaff โ†’ Process DocumentationSOPs moved out of Settings and into the Staff area, next to training.
Rostering โ†’ Recurring TasksRostering โ†’ TasksFolded into the unified Tasks screen.
Rostering โ†’ Swap RequestsRostering โ†’ Roster AllocationSwap requests are reviewed as part of allocation.
Rostering โ†’ Attendance StatisticsReports โ†’ Worked HoursAttendance analysis is now a report rather than a rostering screen.
Inventory โ†’ CategoriesInventory โ†’ Settings โ†’ CategoriesReference data moved under Inventory Settings.
Inventory โ†’ UnitsInventory โ†’ Settings โ†’ UnitsReference data moved under Inventory Settings.
Staff โ†’ Documents โ†’ BulkStaff โ†’ Document Requests โ†’ BulkIssuing documents split away from the document register.
Staff โ†’ Documents โ†’ One-offStaff โ†’ Document Requests โ†’ One-offAs above.
Staff โ†’ Documents โ†’ PendingStaff โ†’ Document Requests โ†’ PendingAs above.
Staff โ†’ Documents โ†’ SettingsStaff โ†’ Document Requests โ†’ SettingsAs above.
Reports โ†’ Cash WalletsFeatures โ†’ Cash WalletsCash reporting lives inside the Cash Wallets module.
Reports โ†’ POSReports โ†’ OverviewPOS reporting was absorbed into the reporting overview.

Guides that were retired

Two guides in the previous documentation described screens that no longer exist as separate areas of web admin.

Orders

There is no longer a top-level Orders screen in web admin. Order handling happens at the till, delivery orders have their own area under Delivery, and order figures are reported through Reports.

Tasks

The standalone Tasks guide has been replaced by Tasks & Prep Sequences under Rostering, which covers the merged tasks screen and prep sequences together.

Areas that are new since the last documentation

These modules had no coverage at all in the previous guides and are now documented in full: Accounting, Delivery, Events, Reservations, Cash Wallets, Loyalty & Clients, Inquiries, Website, Equipment, Private Rostering, Training & Appraisals, Onboarding & Offboarding, Process Documentation, Recipes, Stock Control and Purchasing.

Some of these are optional modules. If a section does not appear in your top navigation, your tenant either does not subscribe to that module or your role does not carry the permission for it.