Improved Pending Input

We have been busy rebuilding the interface to create your pending. Pending had outgrown its previous home in a pop-up and was due for a change. Pending detail is now its own full page in Efficio, making pending easier to manage.

Improved Add & Edit Activity

In addition to rebuilding the Pending page, we have also been busy rebuilding the interface to add activity. Activity detail is now its own full page in Efficio, easier to manage and easier to use.

All New Efficio Grid Features

All new features to help you create the custom views you need and export for use outside of Efficio. Save these custom views for easier use in the future. The new grid features will be standard soon for most pages throughout Efficio.

1

Reorder Columns

Yes, you read that correctly. Starting with the Activities page, you can now drag a grid column to another place on the page. We hope that you find this useful for making Efficio customized for your needs.

Hide & Show Columns

Sometimes too much information gets in the way. Sometimes you need to provide more information. With this change, you can choose to hide or show columns in a grid. Now that nearly every page in Efficio supports the ability to export and print, we hope that this functionality provides you the ability to customize your exports for your needs.  

Save Column Changes with Saved Views

Once you take the time to customize your column selections and put them in the order that makes the most sense to you, let’s save it! With the saved views feature we introduced earlier this year, you can now include your column selections as part of the saved view.

Other Notable Changes

Activities

  • Unique icons for each activity type to help better identify activities on the page
  • Quickly add activity from the new grid toolbar
  • Hide and show columns with the new column sector in the new grid toolbar
  • Send activities to your external calendar from the new grid toolbar
  • Print this page
  • Export this page to excel

Monthly Billing

  • Caught this page up on standards and greatly improved performance
  • Print this page
  • Export this page directly to excel
  • You can now save views for this page!

Monthly Billing

  • Caught this page up on standards and greatly improved performance
  • Print this page
  • Export this page directly to excel
  • You can now save views for this page!

Corporate Financials

  • Caught this page up on standards and improved performance
  • Print this page
  • Export this page to Excel
  • Save views for this page

Corporate Pending

  • Caught this page up on standards and improved performance
  • Print this page
  • Export this page to excel
  • Drag and drop column sorting
  • Save views for this page

Corporate Inventory

  • Caught this page up on standards and improved performance
  • Print this page
  • Export this page to Excel
  • Drag and drop column sorting
  • Save views for this page