Menus Tutorial

Overview#

• Menus are built in two layers:
  • Menu Groups hold the menu items, for example, Accounting or Workflow.
  • Menu Templates combine Menu Groups into a menu and are assigned to users.
• Each item and group can appear on the Main Menu only, or also on the Tile Menu.
• For every field and option, see Menus.

💡These tutorials explain how to create Menu Groups and add items to them, build Menu Templates, assign them to users, and preview, copy or delete them.

How to Create a Menu Group#

1. Navigate to Menus.
2. Under Menu Groups, click New (button).
3. Fill in the fields:
   • Caption = Enter the name of the group, as it appears on the menu.
   • Colour = Click the arrow and select a colour. The text on the Tile Menu is white, so choose a dark enough colour.
4. Add the items (see How to Add Items to a Menu Group below).
5. Click Save (button).

How to Add Items to a Menu Group#

1. Double-click the Menu Group on the list, and click Edit (button).
2. Click Add Menu Items (button). The Select Menu Items popup opens.
3. Select the kind of item at the top:
   • Fixed = Built-in modules, for example, Help, Refresh, Recent, Approvals or Cashup.
   • Transactions = The Transaction Types.
   • Workflow, Trackers, Reports or Actions = Workflows, trackers, custom reports or custom actions.
4. Select the items (hold down Ctrl to select several) and click Add (button).
5. Click Close (button).
6. For each item in the grid, set the columns:
   • Caption = Enter a different name for the item (optional).
   • Tile Menu = Check it to show the item on the Tile Menu as well as the Main Menu.
   • Begin Group = Check it to draw a line above the item.
7. To change the order, drag the items, or right-click an item and select Move Up or Move Down. To remove one, right-click it and select Delete.
8. Click Save (button).

How to Create a Menu Template#

1. Navigate to Menus.
2. Under Menu Templates, click New (button).
3. Description = Enter the name of the template, for example, Sales Staff.
4. Custom Menu Group = Select a Menu Group to add. Repeat for each group, one per line.
5. For each group, set the columns:
   • Tile Menu = Check it to show the group on the Tile Menu. Only the group's items with Tile Menu checked appear there.
   • Begin Group = Check it to draw a line above the group.
6. To change the order, drag the groups, or right-click a group and select Move Up or Move Down.
7. Default = Check it to give this template to new users (optional).
8. Click Save (button).

How to Assign a Menu Template to Users#

1. Navigate to Menus.
2. Right-click the template and select View/Edit Users. The Select Users popup opens.
3. Move the users from Available to Selected with the arrows.
4. Click Close (button).
5. Note: You can also set System > Menu Template in a user's settings (see How to Edit User Settings). To show only the Tile Menu, check System > Hide Main Menu.

How to Preview, Copy or Delete a Menu Template#

• Preview: Right-click the template and select Preview. Your menu is rebuilt from that template, so you can see how it looks.
• Copy: Right-click the template and select Copy. The copy is selected so that you can change it.
• Delete: Remove all its groups first, then right-click it and select Delete. The default template cannot be deleted: the message Delete Failed. Deleting the default item is not allowed. appears.