New Abacus User Interface – Abacus

In the next few months, Abacus will transition to a new User Interface (UI) for a more streamlined workflow. There is a toggle option provided under the Personal Settings page to try out the new interface. As we continue to update our Abacus site, additional changes and adjustments may be released.

This article shows you, an Abacus user, how to enable and navigate the new Abacus interface.

Enabling the New Interface

Until early December, Abacus users have the ability to turn the new UI on and off.

Step 1: Open the Personal Settings page.

Step 2: In the Personal Settings sidebar, select Try the New Abacus.

Step 3: Toggle the slider to enable the new UI/UX.

End-User Updates

With the new design, users will see a few new pages have been added to Abacus:

Your Dashboard
Transactions
Reimbursable Expenses

Please Note: Users who do not have defined a card program will only see the pages related to Reimbursable Expenses.

1. Your Dashboard

The personal Dashboard page allows users to manage their card programs and recent spending activity. Users can manage their Cards or add reimbursable expenses from their Dashboard.

A transactions feed appears under the Needs Attention section of a user's Dashboard. Once they are posted, transactions can be reviewed and submitted from the personal Dashboard.

2. Transactions

As purchases are made using a corporate card, a feed of transactions will start to appear under the Transactions page. Once they are posted, transactions will need to be reviewed and submitted by the users.

3. Reimbursable Expenses

In place of the Expenses page, users now have the Reimbursable Expenses page. From here, users can submit new reimbursable expenses, and delete or edit previously submitted expenses.

Administrator Updates

With the new UI design, Administrators will see the following pages have been added to Abacus:

Dashboard
Card Requests
Transactions
Reimbursable Expenses

Please Note: Administrators who have not enrolled in a card program will only see the pages related to Reimbursable Expenses.

1. Dashboard

The new Dashboard page provides Admins with a new way of looking at the spend of their organization. Administrators can use the filter categories at the top of the page to get a more refined view of spend by Category, Department, or User.

The Recent Activity section allows Admins to view expenses or card activity that may need their attention.

2. Card Requests

Administrators can now Approve or Deny card requests from the Card Requests page.

3. Transactions

In place of the admin Inbox, which held Transactions and Reimbursable Expenses, Administrators will now see them as separate pages. As purchases are made using credit cards, transactions will start to appear under the Transactions page for approval. Admins or Managers can then Approve or Deny the transactions.

4. Reimbursable Expenses

Administrators can now view, edit, approve, or deny expenses from the Reimbursable Expenses page. The 'Needs Review' tab shows expenses ready for approval. To filter expenses, use the search bar or Advanced Filter options.