Taxi interface customization

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

The materials of the article are current as of 08/20/2014.

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

Starting with version 3.0.33, the 1C: Accounting 8 program began to be delivered with two interfaces. The new interface was named Taxi. It is its 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 version 2.0 and having received answers to the question: "What exactly do you dislike?"

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

When starting the standard configuration of 1C: Accounting 8 edition 3.0, we open:

system command area (top)

toolbar (top left)

section panel (left)

the initial page (in which we see the Accountant's Tasks List, Manager's Monitor, a field for full-text search and links to go to reference information on various 1C sites) (Fig. 1).

In the lower right corner, a window will periodically appear with a recommendation to configure a backup, by clicking on which you can go to the backup settings section. Please note that the backup setting is individual for each user, i.e. after setting up a backup for one user, this window will still appear for other users until each of them enters the setting and unchecks the "Perform automatic backup" checkbox. If each user configures a backup "On Shutdown", then when you exit the program to create a backup, the work of other users will be blocked for the duration of the backup, which can create some inconvenience for other users, so I recommend that you set up the backup by who one of the users.

I will not dwell on the setting of the "System Command Area", since it is the same as in the Interface in the previous version of 1C: Accounting 8.

Many users who switched to the Taxi interface find it inconvenient, because the Sections Panel is on the left, not at the top (this was more usual) and that the Taxi interface does not have the ability to display windows in Bookmarks so that you can return to a previously opened form.

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

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

Here you can customize by dragging areas which panels you want to see and where to place them. For example, let's place the Section Panel and the Toolbar on the top, and at the bottom we'll place the Open Panel (Fig. 3). It is the Open Panel that will replace the usual 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 Panel of the current section either on the left (Figure 5), or at the top below the Section Panel.

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

If, when placing the Panel of open windows from below, we open many windows, then the labels in the tabs become unreadable (Fig. 6).

Therefore, with widescreen monitors, some may find it more convenient 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 settings of the Section Panel using the right mouse button as it was in the previous interface. It is configured through Menu - View - Settings section panel (Fig. 10).

You can remove the sections you do not need, change the order of their display, as well as select the display option (text, picture or picture and text) (Fig. 11).

To change the composition of the Function Panel of the current section, click on the appropriate section of the Section Panel 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 in a submenu Important means that this command will appear at the top of the list and appear in bold.

At the initial stage of getting used to the new interface, as well as after each update, I recommend adding all the commands to the selected commands field. This will help you find rarely used commands faster, so you don't get the impression that some commands are missing (Fig. 12).

To restore the default command settings, which, in the opinion of the developers, are most often used, you can use the More - Set standard settings button (Fig. 13).

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

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

Calling All functions, you will have a tree of all program objects from which you can find and open any reference book, 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 bother you, then this performance panel can also be removed through Menu - Tools - Options - Show performance panel.

The Favorites Panel has been developed in the Taxi interface.

Any section, list, database object, report or processing, and even a command can be added to this panel.

For example, we often look:

Bank statements,

documents for the sale of goods and services,

SALT and SALT reports on account

deleting marked objects.

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

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

Items in the Favorites list can be moved by simple dragging, you can rename them, and we can mark the most important items as "important" and they are highlighted and displayed at the beginning of the list.

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

With a widescreen monitor, the Favorites panel can be docked 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 of opening these documents through which you can also go to previously opened documents and directories (Fig. 17).

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

Well, the last thing we will customize from the appearance of our interface is the Start page customization.

It is configured through Menu - View - Setting up the initial page (Fig. 18).

For example, you can remove the Desktop and the Information Center and place, for example, the Journal of Operations or the Journal of Bank Statements. Or if the manager is engaged, for example, only with the extract of documents to customers, then you can place a journal of customer documents on the home page.

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

All these commands are of course there and you can see them by clicking on the More button. Some commands are also available from the right-click context menu.

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

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

Here you can specify which buttons should always be visible (to do this, you need to go to the command of this button and set No. in the property of the "Only in More" element. 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. (though not all buttons have pictures).

After that, you can arrange the buttons in the order that is more convenient for you, using the arrows or simply by dragging them with the mouse.

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

Please note 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 section of the document.

Setting up the form, including the tabular section, 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 journal by changing the displayed columns of the list.

If you want, you can even change the format of the date, if you do not like that the time is displayed after the date (but I do not recommend doing this).

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

Well, if during the setup process you have done something and now do not know how to fix it, then you can always return to the standard settings.

The return is located in the More button of 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 possibilities for customizing the user interface without the participation of programmers. I will try to keep you updated on the most interesting changes.

Wish you success,

Sergey Golubev

start page- this is a standard section of the program containing frequently used documents, reports, reference books, etc. As a rule, the user's work with the program always starts from the start page.

The home page is a kind of "helper" for the user. Each working day begins with "communication" with him. The initial page introduces the user to the course of affairs, answers his questions. For instance:

• What needs to be done today?
• What's new?
• What should you pay attention to?
• What is the status of the information that is important to me?

The start page usually contains several forms at the same time. For example, a list of documents for the sale of goods, a list of exchange rates, current settlements, etc. The composition of the home page may vary for different users of the program. For example, the home page of a sales manager and the home page of a salesperson can be very different.

This is because during the configuration process, the developer can specify which forms on the start page will be visible to which roles. In 1C: Enterprise mode, the start page is generated by the platform automatically, so the set of forms on the user's start page is determined by the roles assigned to this user.

Setting up the start page

The user can customize the appearance of the initial page: change the relative position of forms, add or remove forms. For example, he can remove exchange rates and current settlements, and instead add goods receipts.

The program automatically remembers the settings made by the user, and next time it will show the initial page as the user configured it.

The information that the user can display on his home page is configured by the developer configurably:

In this case, any form from the number of controlled ones can be added to the work area of ​​the start page:

Question 10.12 of exam 1C: Professional on the platform. How is the work area of ​​the start page determined?

1. Filled in automatically generated forms based on standard commands
2. Collected from a list of common forms
3. Typed from a list of freeforms
4. Collected from the list of basic forms
5. Is typed from the list of any forms defined in the configurator
6. Typed from a list of managed forms

The correct answer is sixth, see the post.

Question 10.13 of exam 1C: Professional on the platform. You can place forms in the desktop area:

1. Horizontally in any quantity, vertically in any quantity
2. Horizontally no more than two, vertically no more than two
3. Horizontally no more than two, vertically in any quantity
4. Horizontally in any quantity, vertically no more than two

The third correct answer - you can make one or two columns, and each of them has an arbitrary number of forms.

Question 10.14 of exam 1C: Professional on the platform. The start page can be displayed:

1. In the main window
2. In the sub window, hold down the "Shift" key
3. Depends on configuration settings
4. Options 1 and 2 are correct

The correct answer is the first. The start page can only be in the main window.

Question 10.19 of exam 1C: Platform Professional. The navigation bar can exist:

1. Only in the main window on the desktop
2. In the main window on the desktop and in sections
3. In the main window and sub windows

The third answer is correct. The navigation bar is part of the command interface of the form, and the form, in turn, can be opened in the main window or in a pop-up window.

Question 10.91 of exam 1C: Professional on the platform. Interface panels can be located on the screen:

1. Only at the top
2. Just below
3. Left only
4. Right only
5. Above, below, left, right

Question 10.124 of exam 1C: Professional on the platform. Where is the interface appearance setting in 1C: Enterprise mode?

1. In the setup dialog of the start page
2. In the panel settings dialog
3. In the dialog options
4. In the "All functions" menu

Question 10.127 of exam 1C: Professional on the platform. What do I need to open to customize the panels in the configuration?

1. Configuration command interface
2. Home page work area
3. Command interface of the main section
4. Client application interface

The fourth correct answer is that the panels are configured in Enterprise mode.

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

It is worth noting that during the existence of the 3.0 edition, 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 different in design: the names of the sub-items of the upper horizontal menu were expanded, and icons were added.

A visual comparison of revisions 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, the 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;
• A bar of actions or commands available in the selected section.

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

Using the sub-menu items, you can customize the content of the panels and their display at the request of 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 (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 on the left.

Implementation of customization of panels 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 drag and drop, add and remove panels such as the section panel, open panel, toolbar *, function panel of the current section, favorites panel, history panel.

* The panels at the top of the editor window are currently active.

Section sub-items are configured (vertical sections panel) after their activation (the sub-item settings button is in the upper right corner).

The action bar customization window allows you to add and delete sections, up to complete deletion.

A nuance of the interface: selected sub-items are marked with asterisks

* External improvements are often added here

Similar to the interface of revision 7.7

The menu structure is very similar to the standard version.

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

Working in one configuration or another on the 1C: Enterprise 8.1 platform, accountants daily use basically the same menu items and submenus, buttons on toolbars. However, not every user is comfortable with the standard interface of the program. V.V. tells how to customize the interface for yourself. Fishing, 1C company.

There are situations when a frequently used menu item is hidden rather "deep", or the necessary button does not fit on the screen, and an important action does not have a combination of "hot" keys.

The simplest solution that comes to mind is to go to the configurator and configure the interface the way you need it. But not always there are specialists with the appropriate qualification level nearby. In addition, not all users have the same usability criteria.

Is it really necessary to adjust the current one or create a new interface in the configurator for each user of the database (and there may be more than a dozen of them)? Not! Thanks to the ability to fine-tune the interface, the 8.1 platform does not need to call a qualified specialist or go into the configurator *.

Note:
* To be completely precise, there may be prerequisites for creating an individual interface for the user in the configurator mode, but these questions are beyond the scope of this article.

Tasks of individual customization are solved quite elegantly - using personal toolbars. For example, we will use the accounting interface of the standard configuration "Enterprise Accounting" (rev. 1.6) with sample data.

But before proceeding to the description of the mechanism for customizing the interface, let's outline some general capabilities that the 8.1 platform provides to its users. In particular, you cannot see all the standard menu items and all toolbars that are built into the platform by default (regardless of the configuration) at once. And this is not a mistake. The fact is that some features are context sensitive, and therefore they are available only when they make sense.

It is easy to get them - on any empty space next to the available toolbars, just press the right mouse button. In the list that opens, you will immediately see all the available panels, and the enabled (visible) ones will be marked with checkmarks.

An illustrative example is working with a spreadsheet document. Compare the composition of the menu and panels in the absence of an active spreadsheet document - see fig. 1 and, if present, see fig. 2.

Rice. one

Rice. 2

In most cases, it is sufficient to use the menu items that appear or turn on the desired toolbars.

Keep in mind: context-sensitive interface elements will disappear if there are no active windows with which they are associated, and appear when such windows are activated.

So, let's get down to the study of individual interface settings.

First, let's decide what menu items or important buttons you need to always have at hand. For example, let's choose the following:

• "Operations" -> "Routine operations" -> "Help-calculations" -> "Calculation";
• "Sale" -> "Maintaining a sales ledger" -> "Sales ledger";
• "Reports" -> "Other" -> "Universal report";
• "Service" -> "Search data";
• "Enterprise" -> "Production calendar";
• "Table" -> "View" (note - this is a submenu).

• "Tips", which are located on the "Support" toolbar (the panel created when developing our configuration);
• "Fix the table" of the standard toolbar "Spreadsheet Document" (for example, when working with tables, you often need to fix the header).

We have decided on the necessary functions.

Their composition, although somewhat confused, is indicative.

For example, the "Calculation" menu item is hidden quite deeply, and the "View" submenu is not always immediately available to us.

To keep this entire set at our fingertips, we will use the platform 8.1's opportunity to create personal toolbars.

To do this, enter the configuration mode, call up the list of toolbars (similar to the method described above for enabling / disabling standard toolbars - see Fig. 1) and select "Settings ...". The interface settings window will open, in which on the "Toolbars" tab you will see all currently available toolbars (Fig. 3).

Rice. 3

Let's create our own toolbar and name it, for example, "My Menu". To do this, press the "Create ..." button and write a name.

After clicking on "OK" in the list of available panels, we will see our panel (Fig. 4).

Rice. 4

In addition, our new empty (without a single element) panel will appear in the center of the screen (Fig. 5). The most important thing has already been done.

Rice. 5

It remains to fill our menu with the necessary elements.

Remaining in the configuration mode, sequentially fill the panel with the previously selected elements.

The general principle is as follows - select the desired element in those places where we usually find it in the interface presented to us, press and hold the Ctrl key and drag with the mouse (left button) this element onto our panel (drag it with copying).

What if the dropdown menu blocked the visibility of our panel (Fig. 6)?

Rice. 6

It is enough to grab it with the mouse by the left edge of the header and drag it to a convenient place.

The first item in our list is the "Calculation" element - drag and drop (Fig. 7).

Rice. 7

Please note that the Ctrl key must be pressed before the very end of the drag.

It is easy to control: when you finish dragging an element onto our panel, there should be a plus sign ("+") next to the mouse cursor. If everything is done correctly, you will see a result similar to Fig. eight.

Rice. eight

Similarly, we drag the second item of our personal menu - "Sales Book". The result is something similar to Fig. 9. Why is only the icon visible? Because the developers of the configuration assigned a picture to this menu item, and the 8.1 platform by default displays only pictures on the panels, if they are set. If you want to see an inscription or a picture and an inscription (as in the original menu), just click on the element you need with the right mouse button and select the desired display mode. Let us choose the display of both pictures and text for the "Sales Book" (Fig. 10).

Rice. 9

Rice. 10

Next, we fill our panel with the selected elements. At the "Search for data" we will also enable the display of images and text. Having reached the "Table / View" item in our list, we already have a panel in the form shown in fig. eleven.

Rice. eleven

Here we may face the fact that the "Table" menu is currently unavailable (the reasons are described above). Solving this problem, at the same time we will try out the possibility of adding items to an existing menu. All this time we have been working in the interface configuration mode. Now it will have to be closed temporarily - in the "Settings" window, click the "Close" button. Note that all our developments have been preserved and are already available for work on our panel. To access the "Table" menu, open any spreadsheet document, or create a new one. After that, we call the configuration mode again. Now we have access to the desired menu and can drag, similarly to the previous rules, the "View" submenu from it (Fig. 12).

Rice. 12

There are still two buttons available through the toolbars of our interface. Dragging them is completely similar to dragging menu items: just take the button we need with the left mouse button, press Ctrl and drag this button onto our panel.

The "Freeze Table" button can be found in the "Table" menu, which we made available earlier. But for the purity of the experiment, try turning on the "Spreadsheet Document" panel, which is also available (Fig. 13).

Rice. thirteen

That's all - we have completely filled the "My Menu" toolbar with the elements we need. It is enough to close the settings window again with the "Close" button and you can start working, always having your own set of functions at hand.

In conclusion, we would like to point out several important points.