Navigating the New Bitwave UI
Learn how to find familiar features and navigate the redesigned Bitwave interface using the new top-level categories.
A Guide for Existing Users
Use this guide to find familiar Bitwave features in the redesigned interface and adjust to the new navigation structure.
We redesigned the interface to make navigation clearer and more structured. No features have been removed; everything you used before is still available and organized into clearer sections.
This guide helps you:
- Understand the new navigation structure
- Quickly locate familiar features
- Adjust with confidence
What Changed
Old UI
Previously, all areas of the platform lived inside one long vertical sidebar. Transactions, accounting tools, pricing, reports, administration, security, and more were stacked in a single navigation.
This often meant:
- More scrolling
- More visual density
- More time spent locating specific pages
New UI
The platform is now divided into six primary categories in a horizontal navigation bar at the top:
- Accounting
- Assets
- Wallets
- Institutional
- Reporting
- Admin
When you select a category, the left-side navigation updates to show only the tools relevant to that section. This creates a more focused, task-based experience.
What Each Section Is For
| Section | Purpose |
|---|---|
| Accounting | Work with transactions, rules, accounting configuration, pricing, and inventory-related analysis. |
| Assets | Manage wrapping treatment and review token filtering, including tokens marked as spam, filtered, whitelisted, or blacklisted. |
| Wallets | Manage wallet, exchange, and custodial connections, and import new manual data sources. |
| Treasury | Manage your portfolio, setup threshold monitoring and revenue forecasting |
| Institutional | Import and explore data from sources such as Google Sheets and BigQuery. |
| Reporting | Generate and download transaction, balance, pricing, reconciliation, and journal reports. |
| Admin | Manage organization settings, system configurations, users, permissions, SSO, and API access. |
Why You Might Not See Certain Features
If you do not see a feature mentioned in this guide, it may be due to:
- Role-based access restrictions
- Organization-level permissions
- Premium features or add-ons that are not enabled
Feature visibility depends on your assigned role and your organization’s subscription. If you believe you should have access to a specific feature, contact your account manager or email Bitwave Support.
Old vs. New: Direct Comparison
Use the following table to locate features you previously accessed from the old sidebar.
| Old UI Location | New UI Location | Purpose |
|---|---|---|
| Dashboard → Accounting | Accounting → Accounting Dashboard | View high-level cash flow and transaction categorization overview. |
| Transactions → All Transactions | Accounting → Transactions → All Transactions | View and categorize all transactions. |
| Transactions → Register | Accounting → Transactions → Register | View transactions in register format. |
| Transactions → Trading | Accounting → Transactions → Trading | Review trading-related transactions. |
| Transactions → Rules | Accounting → Transactions → Rules | Create and manage categorization rules. |
| Transactions → Import | Accounting → Transactions → Import | Import transaction data. |
| Transactions → Export | Accounting → Transactions → Export | Export transaction data in CSV format. |
| Accounting → Categories | Accounting → Accounting → Categories | Create, enable, or disable transaction categories. |
| Accounting → Dimensions | Accounting → Accounting → Dimensions | Manage accounting dimensions. |
| Accounting → Contacts | Accounting → Accounting → Contacts | Manage counterparties and contacts. |
| Accounting → External Cost Basis | Accounting → Accounting → External Cost Basis | Manage external cost basis entries. |
| Accounting → Period End Close | Accounting → Accounting → Period End Close | Close accounting periods. |
| Inventory → Views | Accounting → Inventory → Views | View holdings, gains, and cost basis. |
| Pricing | Accounting → Pricing | View token pricing. |
| Pricing → Pricing Rules | Accounting → Pricing → Pricing Rules | Manage pricing rules. |
| Pricing → Pricing Context | Accounting → Pricing → Pricing Context | Configure pricing context. |
| Admin → Wrapping Treatment | Assets → Wrapping Treatment | Manage how wrapped assets are handled. |
| Admin → Token Filtering | Assets → Token Filtering | Review whitelisted and blacklisted tokens. |
| Wallets & Connections | Wallets | Manage wallets and transaction sources. |
| Reports | Reporting | Generate and download reports. |
| Data Fusion → Data Sources | Institutional → Data Sources | Set up data sources such as Google Sheets and BigQuery. |
| Data Fusion → Explore | Institutional → Explore | Explore data source details. |
| Admin → Organization | Admin → Organization | Manage organization-level settings. |
| Admin → Accounting Setup | Admin → Accounting Setup | Configure accounting system settings. |
| Admin → Accounting Connections | Admin → Accounting Connections | Manage accounting integrations. |
| Admin → System Jobs | Admin → System Jobs | Monitor background system processes. |
| Admin → Wallets | Admin → Wallets | View and delete connected wallets. |
| Security → Users | Admin → Security → Users | Manage user access. |
| Security → Roles | Admin → Security → Roles | Create and view default or custom roles. |
| Security → Invitations | Admin → Security → Invitations | Invite new users. |
| Security → SSO | Admin → Security → SSO | Configure single sign-on. |
| Security → API | Admin → Security → API | Manage API access and keys. |
How to Adjust Quickly
Use the following guide when you are unsure where to navigate:
- Reviewing or managing transactions and pricing: Go to Accounting.
- Connecting a wallet or importing new sources: Go to Wallets.
- Downloading reports: Go to Reporting.
- Reviewing token filtering or configuring wrapping treatments: Go to Assets.
- Managing users or organization settings: Go to Admin.
Once you become familiar with the six top-level categories, navigation becomes more intuitive and requires less searching.
Prefer the Previous Layout?
If you want to switch back to the old UI:
- Click your profile icon in the top-right corner.
- Select Switch to Old Layout.
Your preference is saved. You will continue to see the old UI in future sessions unless you choose to switch back.
Need Help?
Use this article as a reference for the full UI update. If you think a feature is missing or have questions:
- Contact your account manager
- Email Bitwave Support
The Bitwave team will help address your questions.
Updated 1 day ago