How do I enable the new Charted user interface experience?

Charted is rolling out a redesigned user interface (UI), and we've invited a group of customers to try it ahead of the broader release later this summer. The new experience features refreshed menus, a snappier interface, and a cleaner navigation layout that maximizes screen real estate, so you can stay focused on the task at hand instead of scrolling. It also lays the groundwork for several upcoming features (stay tuned!).

Who can try the new UI?

Access is limited to invited customers during this opt-in period. If your organization has been invited, individual users can choose to switch to the new UI whenever they're ready. The opt-in is user-specific, so each teammate can decide independently, and anyone can switch back to the previous UI at any time.

How to enable the new UI

1. Navigate to Charted › AP Automation › Home

2. Click the Try the new Charted look button in the upper right of Charted.

How to switch back to the previous UI

1. Navigate to Charted › AP Automation › Home

2. Click the arrows icon in the upper right of Charted. You'll be asked for a quick piece of feedback before switching back.

Your feedback during this opt-in period helps us refine the new experience before the broader rollout, so please share anything that didn't work the way you expected.

Trying out the new UI in Sandbox

You can also try the new UI in your organization's Sandbox account if you have been granted access. Before you do, the Charted SuiteApp must be updated to the latest version:

1. In NetSuite, go to SuiteApps as an Administrator.

2. Search for Charted.

3. Click Upgrade.

4. Once the upgrade is complete, follow the steps above to enable the new UI.