Customizing the Taxi interface

Setting up the Taxi interface in 1C: Accounting 8 edition 3.0

Reprinting of the article is allowed with the indication of the author and a link to the source.

Starting from version 3.0.33, the 1C: Accounting 8 program began to be delivered with two interfaces. The new interface is called "Taxi". It is his developers who recommend using it when working with the program right now, since in a few months the old interface will be removed from the program and only Taxi will remain.

But not all users liked Taxi at the beginning after switching from edition 2.0 and having received answers to the question: “What exactly do they not like?”, We can conclude that what they don’t like is basically simply not configured by the user.

This article discusses the main options for configuring the Taxi interface in 1C: Accounting 8 edition 3.0 in user mode.

When you start the standard configuration 1C: Accounting 8 edition 3.0, we open:

region system commands(at the top)

toolbar (top left)

sections panel (left)

home page (in which we see the Accountant's Task List, Manager's Monitor, a full-text search field and links to go to background information to various sites of the company 1C) (Fig. 1).

In the lower right corner, a window will periodically appear with a recommendation to configure backup, clicking on which you can go to the backup settings section. I draw your attention to the fact that the backup setting is individual for each user, i.e. having set up backup for one user, other users will still have this window until each of them enters the setting and unchecks the “Perform automatic backup” checkbox. If each user configures backup "At shutdown", then when exiting the program to create backup the work of other users will be blocked while the backup is being created, which may create some inconvenience for other users, so I recommend that one of the users set up the backup.

I will not dwell on the “System command area” setting, since it is the same as in the Interface in the previous version of 1C: Accounting 8.

Many users who have switched to the Taxi interface find it inconvenient, because the Section Panel is on the left, and not on top (as it used to be) and that the Taxi interface does not have the ability to display windows in Tabs so that you can return to a previously open form.

Both of these inconveniences are to some extent solved by adjusting the location of the panels.

To do this, let's turn to Menu - View - Panel Settings (Fig. 2).

Here you can customize by dragging the areas which panels you want to see and where to place them. For example, let's place the Partition Panel and the Toolbar at the top, and place the Open Panel at the bottom (Fig. 3). It is the Open Panel that will replace the familiar Bookmarks.

As a result, we will get a more familiar and, in my opinion, more convenient view of the program (Fig. 4).

Depending on the size of your monitor, you can position the Function Bar of the current section either on the left (Figure 5) or on the top below the Partition Bar.

Or you can not display it at all, since the Taxi interface provides another option for accessing the Function Panel commands (in my opinion, more convenient) - this is a click on the Function Panel element, since in this case we will see all available commands.

If at the location of the Panel open windows If we open many windows from below, then the inscriptions in the tabs become unreadable (Fig. 6).

Therefore, with widescreen monitors, it may seem more convenient for someone to place these tabs on the right (Fig. 7).

You can also add the visibility of the Favorites Panel and the History Panel, but in order not to load the monitor to the detriment of the workspace, I do not do this, and if necessary, you can use the buttons on the Toolbar to access these services (Fig. 8).

You cannot go to the Partition Panel settings with the right mouse button, as it was in the previous interface. It is configured through the Menu - View - Settings section panel (Fig. 10).

You can remove the sections you don't need, change the order of their display, and also select the display option (text, picture or picture and text) (Fig.11).

To change the composition of the Functions Bar of the current section, click in the corresponding section of the Sections Bar and select Navigation Settings, where you can add or remove the visibility of certain commands, as well as change the order in which these commands are displayed. Moving a command to the Important submenu means that the command will appear at the top of the list and be in bold.

On the initial stage getting used to the new interface, as well as after each update, I recommend adding all commands to the selected commands field. So you will quickly find rarely used commands so that you do not get the impression that some commands are missing (Fig. 12).

To restore the default settings of the commands that, according to the developers, are used most often, you can use the More - Install button standard settings(Fig.13).

But even with the visibility of all available commands in all sections, you may encounter a situation where you cannot find the command you need.

And then the All functions team will help you. Unfortunately, this command is not visible by default. In order for it to appear, you need to go to Menu - Tools - Options - check the box "Display the All Functions command" and then it will appear in the menu.

By calling All functions you will have a tree of all program objects from which you can find and open any directory, document, report or processing (Fig. 14).

If you have a gray bar at the very bottom on which red inscriptions periodically appear with some current and accumulated calls and they interfere with you, then this performance panel can also be removed through Menu - Tools - Options - Display performance panel.

The Favorites Panel has been developed in the Taxi interface.

V this panel you can add any section, list, database object, report or processing, and even a command.

For example, we often look at:

Bank statements,

documents for the sale of goods and services,

OSV and OSV reports on the account

deleting marked objects.

Let's add these elements to Favorites and in the future, to open the Bank Statement or OSV journal, just open the Favorites panel and click given command(Fig.15).

To add an element to the Favorites Panel, click on the star that appears to the left of the element when you hover over it with the mouse.

Elements in the Favorites list can be moved by simple drag and drop, we can rename them, and we can also mark the most significant elements for us as “important” and they are highlighted and displayed at the top of the list.

Also, even a specific document can be marked in the favorites panel (for example, so as not to look for it tomorrow, if you still need to work with it) or, for example, if we often watch dollar rates, we can quickly access the dollar element from the Currencies directory.

With a widescreen monitor, the Favorites panel can be fixed on the screen and then the most frequently used commands will always be in sight (Fig. 16).

There is also the History panel, which stores information about the last opened documents and directories, indicating the date and time when these documents were opened, through which you can also go to previously opened documents and directories (Fig. 17).

In total, no more than 200 lines are stored in the history. The History panel can also be docked to the screen area.

Well, the last thing we will configure from the appearance of our interface is the setting of the Home page.

It is configured through the Menu - View - Initial page settings (Fig. 18).

For example, you can remove the desktop and Information Center and place, for example, a Journal of Operations or a Journal of Bank Statements. Or if the manager is engaged, for example, only in issuing documents to buyers, then you can place it on home page customer document log.

Often, users who have switched to the Taxi interface complain that the document forms do not have convenient buttons with texts, there are no buttons such as copy, change, mark for deletion, and so on.

Of course, all these commands are available and you can see them by clicking on the More button. Some commands are also available from context menu called right click mice.

But in Taxi, you can customize which buttons, in what order and in what form you want to see them on the form screen.

To do this, click on the More button and select Change form (Fig. 19).

Here you can specify which buttons should always be visible (to do this, select the command of this button and set No in the "Only in More" element property. The buttons will appear in the command bar.

Also, if you are already accustomed to icons earlier, then in order to fit more buttons, you can set the display of the “Picture” buttons. (although not all buttons have pictures).

After that, you can arrange the buttons in the order that suits you best, using the arrows or simply dragging them with the mouse.

As a result, you can get, for example, the following type of document Sales of goods and services:

I draw your attention to the fact that documents with tabular sections have 2 More buttons. One common for commands related to the entire document and the second for commands related to the tabular part of the document.

The form setting, including the tabular part, is located in the More button, which refers to the commands of the entire document as a whole.

Similarly, you can customize the view of the document log by changing the output columns of the list.

If you want, you can even change the format of the date representation if you don't like that the time is shown after the date (but I don't recommend doing this).

Well, if you are already an experienced user, then you can disable informational links - tips at the bottom of the forms to save space.

Well, if during the setup process you did something and now you don’t know how to fix it, you can always return to the standard settings.

The return is in the More button next to the Form Settings (Fig.21).

In addition to command buttons, forms can have their own navigation bars, which you can also customize as you like (Fig. 22).

This can be done through the View menu - Customize the form navigation bar (Fig.23).

With the development of the platform and configuration, there will be new customization options user interface without the participation of programmers. I will try to keep you informed of the most interesting changes.

Wish you success,

Sergey Golubev

Interface Taxi 1C Accounting 8.3 How to switch the interface to bookmarks, to interface1C accounting 7.7

The screen presents a modern interface "Taxi" program 1C Accounting 8.

At the top is the title of the main window. On the left side of it, the main menu is available to us, in which we see the commands we are used to: File, Edit, View, Service, Windows and Help.

On the right side of the window, some service functions. Their composition can be changed according to your needs. To do this, open the drop-down list "Add or remove buttons" and check the functions that we need to work. After that, they are added or removed in this window of the program 1C Accounting 8.3

On the left is the Partitions panel. In the version of the Taxi interface, all the main functions of the 1C Accounting 3.0 program are grouped into sections: Sales, Purchases, Bank and cash desk and other sections.

In the central part of the working window of the 1C Accounting 8 program there is a navigation bar.

The initial page of the 1C Accounting 8.3 program can be customized to the needs of the user. To do this, go to Main Menu -> View -> Start Page. We have 2 columns available: left and right. From the list of forms available to us, we can place the required form in the left or right column on the home page. For example, we can select the "Bank statements" form and add it to the left column. By clicking the "OK" button, the "Bank statements" form appears on our home page.

Section panels can be customized in the same way. Go to Main Menu -> View -> Customize Section Bar. If we do not use some sections in our work, we can remove them from the list of sections displayed on the screen. In this case, the list of available sections is determined by the settings of rights and roles that the system administrator has set for us.

On the left side is the Function Menu.

There is also a Favorites Bar. For example, if we often use some reports or document journals, we can put them in the "favorites" menu by marking with an "asterisk" to the left of this command. Now the balance sheet will be available in favorites and you can quickly go to this element of the program 1C Accounting 8.3.

History team. This command displays a list of the last 200 actions performed by the user in the 1C Accounting 3.0 program. Through this list, you can also quickly jump to the latest objects.

Using the Search section. The 1C Accounting 8.3 program uses a global search for all objects of the infobase. For example, we can enter the name of the counterparty. In the final list, a link directly to the counterparty will be available, as well as sales documents, contracts, invoices, documents related to payment and mutual settlements with this counterparty. Those. all objects of the 1C Accounting 8.3 program in which these names are found will be displayed in the search results field.

How to switch the interface 1C Accounting 8.3 to the interface 1C Accounting 8.2 (Bookmarks)

For the convenience of users who worked in the 1C Accounting 8.2 program of the previous version of the interface, it is possible to switch the interface to additional modes. Such a switch is performed in the Administration section, the "Interface" command. It is possible to switch to the "Bookmarks" interface view that was used in previous versions programs 1C Accounting 8.2

How to switch the interface 1C Accounting 8.3 to the interface 1C Accounting 7.7

You can also switch to an interface similar to the 1C Accounting 7.7 program. After changing the interface mode, the 1C Accounting 8.3 program prompts us to restart the program for the changes to take effect. We agree with this.

After the restart, we already see the interface that was used in previous versions of the 1C Accounting 8 program.

For users switching to version 1C Accounting 8.3 from the version of 1C Accounting 7.7, it is possible to switch to an interface similar to 1C Accounting 7.7. The system also prompts you to restart the program. After the reboot, we see that in the section panel, the program objects are no longer grouped according to their functional purpose (Sales, Purchases, Warehouse, etc.), but according to the types of objects in the system (Operations, Directories, Documents, Document journals, Reports, Tax accounting and service functions).

In this interface mode, you can also display the navigation bar, which will be located on the left side. For a more comfortable transition for accountants who are used to the interface used in 1C Accounting 7.7, this setting will greatly facilitate the transition to a new program.

Firm 1C strongly recommend that everyone switch to the Taxi interface, since this interface is most adapted to monitors and tablets with different screen resolutions. Further, in working with the 1C Accounting 8.3 program, we will use only the Taxi interface, adhering to the recommendations of 1C Firm.

25.06.2014

How to disable / enable the TAXI interface in 1C: Accounting 8.

In new releases of the standard configuration "Enterprise Accounting" edition 3.0 (starting from 3.0.33.15), the new "Taxi" interface is supported.

The user has the opportunity to choose a new interface or a more familiar option, depending on which one is more convenient for him to work with at the moment.

Important!!!
Please note that starting from release 3.0.52.32, you can no longer select the old version of the interface "As in previous versions of 1C: Accounting 8"!
Only two interface options remained in the new releases: "TAXI" and "Similar to 1C: Accounting 7.7".
For details, see "On the exclusion of the old version of the interface" As in previous versions of "1C: Accounting 8" in the new releases of the standard configuration "Enterprise Accounting" edition 3.0 ".

How to disable the TAXI interface in 1C: Accounting 8?

In order to enable the normal interface, select the "Administration" tab (the last lower item), then find the "Program Settings" item (in the upper right corner), see Fig.1.

In the window that opens, go to the "Interface" tab, select "Interface of previous versions of 1C: Accounting 8", and click the "Save and close" button, see Fig.2.

To change the interface, the program will ask you to restart the 1C:Enterprise session, see Figure 3.

Click "Yes"...

Congratulations, you have an old familiar interface!

How to enable the TAXI interface in 1C: Accounting 8?

In order to enable the new fashionable Taxi interface, select the "Administration" tab (in the upper right corner), then find the "Program settings" item, see Figure 4.

In the window that opens, go to the "Interface" tab, select "Taxi interface (recommended)", and click the "Save and close" button, see Fig.5.

To change the interface, the program will ask you to restart the 1C:Enterprise session, see Figure 6.

Click "Yes"...

Congratulations, you have a new fancy interface!

What was it for?

As usual, the new interface is designed to improve the usability of the program.

Differences between the interface "Taxi" 1C: Accounting compared to the usual:

• larger font;
• optimization of the workspace on monitors with different resolutions;
• modern ergonomic interface design;
• buttons "Tools", "Favorites", "History" are collected in one panel;
• fast entry by line;
• the ability to add new elements of directories directly in the selection list;
  and etc.

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1C: Enterprise Accounting, edition 3.0 - the first version of the configuration, which provides the ability to customize the interface. On the one hand, this possibility compensates for the cardinal differences in appearance new version from the previous one - 1C 8.2. On the other hand, it gives users flexible options for customizing their workspace, focusing only on existing needs, their own convenience and individual taste.

It is worth noting that during the existence of edition 3.0, which works accordingly on the 1C:Enterprise 8.3 platform, the interface has undergone several changes. In particular, the number of available interface options has been increased, including:

• Standard (as in previous versions of 1C: Accounting 8)
• Taxi

Standard

When version 3.0 was released, its interface was identical in structure to version 8.2, but differed in design: the names of the sub-items of the upper horizontal menu were expanded, and icons were added.

A visual comparison of editions 3.0 and 2.0 shows that the interface structure has remained unchanged.

Clicking on a menu item brought up a drop-down list, and in the new version, sub-items are displayed as tabs.

Since this type of interface was the first, it remains the most popular. You can change its structure by going to "Administration-Program Settings" - item "Interface".

allows you to access a submenu without closing the active window.*

*Horizontal menus:

• Section panel, located directly below the main menu;
• Panel of actions or commands available in the selected section.

The vertical navigation bar displays the structure of the section content.

Using the menu sub-items, you can customize the contents of the panels and their display as desired by the user.

(next item) allows you to add and remove sections, as well as items of the main horizontal menu, up to its complete removal.

allows you to open additional windows under the main menu - standard reports, information, contacting technical support (the horses essentially duplicate the vertical panel).

allows you to add/remove submenu items, which previously could only be done with the participation of programmers.

Taxi

In the Taxi interface, the sections panel is initially located on the left.

Implementation of panel settings in this interface is carried out by dragging and grouping panels at the request of the user in a special editor window.

The panel editor window allows you to group by dragging, add and remove panels such as the section panel, the open panel, the toolbar*, the current section functions panel, the favorites panel, the history panel.

*Panels located at the top of the editor window, in this moment active.

Section sub-items are configured (the section panel is vertical) after they are activated (the sub-item settings button is located in the upper right corner).

The action bar settings window allows you to add and remove sections, up to complete removal.

Interface nuance: favorite sub-items are marked with asterisks

*Often external improvements are added here

Similar to version 7.7 interface

The menu structure is very similar to the standard version.

The ability to customize the interface 7.7 is on top panel on the right (down arrow), which allows you to add and remove buttons. It is active on all interfaces.

Every 1C:Enterprise administrator knows that the task of separating user rights and correspondingly changing the working interface is one of the main tasks in implementing accounting system or the appearance of new users in it. The efficiency of work and data security depend on how well this task will be performed. Therefore, today we will talk about the features of setting up user rights and the interface in managed application.

First of all, I would like to note the main aspects of this type of settings. Many approach this issue one-sidedly, considering them purely as a measure of protection against unauthorized access to data or their unqualified modification. At the same time, they forget about the other side of the coin: creating a simple and convenient working environment for the user. In those cases when the working user interface is overloaded with items that he does not need, the meaning of which, moreover, is not completely clear to him, a false idea arises about the excessive complexity of the program and there is a fear of making a mistake. It is clear that this does not contribute in any way to increasing the productivity of the employee.

Ideally, each employee should see only those interface elements that he needs to perform his immediate duties. Then it will be easier to work, and there will be no temptation to climb where it is not necessary. Moreover, it makes sense to perform such settings even when some subsystems are simply not used or access restriction to them is not required. This will make the interface simpler and more understandable, and, therefore, it will be easier and more comfortable for the user to work.

If we go back a little to the past, we can remember that in normal configurations Roles and Interfaces were part of the configuration and for them fine tuning it was required to include the ability to make changes, and in the basic versions it was impossible at all.

The disadvantages of this approach are obvious: it complicates the maintenance of infobases, and possible conflicts during subsequent updates, when changed configuration objects require changes in access rights.

In a managed application, the permissions and interface settings have finally been moved to the user mode and are configured directly from the program interface. User rights are assigned based on their membership in access groups. Let's go to Administration - User and rights settings - Access groups - Access group profiles, where we will see the already pre-installed profiles for the main access groups.

A user can be included in several access groups at once, in which case the total rights will be summed up. In general, everything is quite clear and familiar, except that the settings are now performed in user mode, and not in the configurator.

But if we try to find the interface settings, then a fiasco will befall us. In a managed application, the workspace interface is generated automatically based on access rights. For example, let's compare the interfaces of the Section Panel of the Administrator and the Sales Manager:

In general - the idea is sound, there are access rights to the object - we show it in the interface, if not - we hide it. It's much better than popping in normal application access violation messages when the latter do not match the assigned interface. If you add rights to an access group or, conversely, remove them, then the interface elements associated with them will appear or disappear on their own. Conveniently? Yes.

The user can also customize his own working space within the scope of his access rights. At first glance, everything looks good, but not without a fly in the ointment. There is no mechanism to centrally configure and assign users a "default" interface in a managed application.

If we look into Administration - Users and rights settings - Personal user settings - User settings, we will see there a list of all objects whose settings have been changed by the user, but we will not be able to change them in any way.

Those. we are offered to go directly under the user and configure the working interface on his behalf. A controversial decision, especially if there are not two or three users. Fortunately, the developers have provided the ability to copy user settings, which allows us to customize the interface of one of the users in the way we need to quickly apply the settings to everyone else.

In order not to be unfounded, we will analyze a practical example. In preparation for the transition to online cash registers, it was decided to automate the cash desks of a small network of dental clinics. The basis for the automation of clinics was industry software not based on 1C and not providing the ability to connect fiscal registrar, therefore, it was decided to use the Enterprise Accounting 3.0 configuration to automate cash desks, which contains all the necessary functions.

Here we are faced with two difficulties, although if you look closely, you will find that these are two sides of the same coin. In short: the staff had never worked with 1C before, and therefore it was necessary to create the most easy-to-learn working environment, while protecting information base from possible unskilled influence of personnel. A managed application allows you to simply combine business with pleasure, making it so that the user is limited, and at the same time allowing him to work comfortably without noticing the restrictions.

Let's start. First of all, you need to create a user group profile. If we open the standard profiles, we will see that there is no possibility to change them. This, in our opinion, is correct, history knows a lot of examples when, in a fit of service zeal, standard rights were shoveled to such a state that they had to be restored from the reference configuration. It can also mislead other users or administrators of this database, who expect to see standard sets of rights under standard profiles.

Therefore, we will find the most suitable profile for our tasks, in our case it is the Sales Manager, and make a copy of it, which we will give the name Cashier. Now we can customize the rights at our own discretion. However, the flat list offered by default is not very convenient to work with, unless you need to quickly find an option you already know, in most cases it is much more convenient to work with the list by enabling grouping by subsystems.

We will not like to dwell on this issue, since the assignment of rights depends on the specific tasks facing the user, we can only advise to be prudent and not go to extremes. Remember that your task is to create a convenient and safe working environment, and not a total ban on everything possible.

After creating a profile, assign an access group the right users and run the program under one of them. Depending on the assigned rights, you will see an automatically generated interface.

In principle, it’s already pretty good, but in our case, everything is just beginning. To our surprise, many users and administrators still have no idea how the Taxi interface is configured, continuing to complain about its "inconvenience".

Let's go to Main Menu - View where we will see whole line interface settings.

Let's start with section bar settings, in our case, the assortment was limited to a short list of services, so the warehouse section turned out to be superfluous, in order not to complicate and not to burden the interface, we will simply remove it.

Then, in each section, by clicking on the gear in the upper right corner, we will sequentially set up navigation and actions. Here we will also remove everything that is not necessary in everyday work, but on the contrary, we will bring to the fore what is necessary.

You can even compare how it was and how it became:

And finally, let's configure the panels. Since we have few sections, it makes sense to move the section panel up, and the open panel down, thereby expanding the workspace horizontally, which is important for monitors with a small diagonal or 4:3 format.

After completion, you should check all the settings again, it is best to do this by simulating the real actions of the cashier, which will immediately help you evaluate the convenience of working with the interface. In our case, it turned out simple and convenient workplace cashier, in any case, there were no problems with its development by the staff:

Now we will enter the program again as an administrator and go to Administration - User and rights settings - User personal settings - Copy settings. Our task is to distribute the changes we have made to the remaining users of the Cashiers group. The operation itself is quite simple: select the user whose settings we copy, indicate to whom and select what exactly.

And finally, you can prevent the user from customizing the interface on their own, to do this, go back to the group profile and uncheck the box Saving user data.

As you can see, setting up the interface and user rights in a managed application is quite simple and, despite some shortcomings, provides administrators with much more flexibility and convenience, allowing you to quickly create convenient and secure work environments.

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