Explore what your AutoCount tools can help with, in everyday language.
Try a shorter phrase, such as “payment”, “stock” or “invoice”.
Some tools are different ways to do the same job. Others sound similar but answer different questions. These are suggestions for reviewing your tool list.
Both can prepare a customer's statement PDF. The broader option also handles suppliers and reports for all accounts.
Suggested simplification: make the broader option the main choice, while keeping the older shortcut working until users have moved over.
The dashboard already opens a business overview, a period comparison or payment follow-up priorities. Each also has its own separate tool.
Suggested simplification: offer one dashboard choice with clearly named views. Keep the calculations and detailed results underneath it.
Combining the names without keeping these differences clear could lead to the wrong report or an unintended record change.
Many advanced reports overlap with simpler business tools, but some reports and special filters are available only through the advanced option. Keep those available for administrators while guiding everyday users to the simpler choice.