Please refer to wireframe attachments to coincide with these comments.
Bank Accounts: Lists bank accounts, a chart will display bank account balance over time. Image holder next to connect button is for the logo of the bank (these will be provided by a third party). The design of the bank account details particularly we would like to be able to scale from full size (taking up most of the screen view), to half size, to quarter size.
Transactions - Reconcile (Pops up in a modal): Shows the matching of statements and transactions (seen in the menu tabs), the button might have many states; for instance when a transaction is auto matched by our system, when there is no match (and then when a user fills all necessary details), when a rule predefined by the user applies, when the details of a statement have been memorised by our system. We do not necessarily need each to be defined by color etc however the number of different states is something to keep in mind as the easier it is for a user to understand the better.
Invoices - List View: Invoices, Quotes, Recurring, Payments, Statements are menu items for this area. Unpaid, Pending, Paid, All, Credits are hard coded filters.
User Details (Pops up in a modal): General Details and Payroll tabs at the top are for separation of informaiton, we may have more tabs in the future. We intended for the left 'Quick Details' and right hand menu to be fixed in place as the user scrolls. Happy to see variations of this design.
Permissions (Pops up in a modal): Dropdown boxes can have 4 values, 'Not set', 'Allow', 'Deny', 'Inherit'.
'Not set', equates to 'Deny'
'Inherit' equates to the value above it.
Our idea for this screen is that the dropdowns would be color coded so the user can easily see down a line what a position can or cannot do.
Please take note of common functionality on each page such as Company Logo and Name, Function for: Help, Settings, Application Menu, User Name and Photo. Menu for Application Modules.