Client Area Missing Statement Section

[Steve_1]

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

[QFMathew]

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!

[Steve_1]

Thank you, I can see the statements are back now.