Afternoon all,
Previously, I remember when I impersonate a client their area would look like the screenshot below and I can see they have access to their statements:
However, when I do it now, it looks totally different and the statement section is missing.
Does anyone know how I can get the statements back and if its possible to go back to the previous design?
I haven’t personally made any changes other than my QuickFile account got linked to an accountant a few months ago. Could this have changed it?
Thanks
Hi @Steve_1
The older client area has been discontinued. The new one was introduced back in 2018. Due to on-going updates, this area has now been enabled for all accounts.
You can add a link the statement by going to Account Settings >> Design Customisation, and select Client Area Customisation. Just tick the “Include horizontal menu system”, and this should come with a statement option as standard.
You can also add additional items on the menu here, if you wish.
Hope this helps!
Thank you, I can see the statements are back now.
