We’ve improved the way you add and edit transactions in the Register. Transaction editing is moving from the compact slide-out drawer to a new, full-screen editing view, designed to help you review information faster, especially when working with split transactions.
What’s changing
When you click a transaction to edit it, or when you add a new transaction, you will now see a full-screen transaction editor instead of the right-side drawer.
The updated layout:
- Gives you a more spacious, grid-like view so it is easier to compare amounts, accounts, and split lines at a glance.
- Makes it simpler to review transactions with lots of splits, without the cramped feel of the previous drawer.
- Brings back a layout that will feel familiar to many customers who used the older register experience.
As part of this update, we also adjusted how tags appear while editing transactions. Instead of combining tag categories into a single searchable field, tag categories are now separated into individual fields again, based on customer feedback.
You will also see a new Line description field, which helps add context at the line level when needed.
How to use the new full-screen editor
Edit an existing transaction
- Go to Register.
- Click any transaction you want to edit.
- The transaction will open in the full-screen editor.
- Update fields as needed, including splits and tags.
- Save your changes as you normally would.
Add a new transaction
- Go to Register.
- Choose Add transaction.
- Enter your transaction details in the full-screen editor.
- Add splits if needed.
- Save your transaction.
Rollout timing
This update is rolling out gradually. If you do not see the new experience yet, it will be available in your account within the next few weeks.
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