MYOB Advanced - How to personalise your menu

Did you know that there are many other ways to personalize your system menu other than using the Favorites?

Personalizing the menu means you will have the functions and processes which you frequently use literally at your fingertips!

Why personalise menus in MYOB Advanced?

One of the main reasons for using a cloud-based ERP solution is to offer users a better UX (user experience).

Some ERP solutions such as MYOB Advanced gives the ability to organisations to optimise the UX. Giving a user the ability to process a document or to see relevant KPI dashboards on their unique interface is amazing and aids in better, quicker decision making as well as efficiencies. MYOB Advanced goes one step further in that it also allows the interface to be personalised.

This means that you can change labels on the menus to suit your organisations uniques culture. Add, edit & hide quick menus and provide quick one-click actions to process documents.

Let’s take a closer look at how easy it is to personalise menus with MYOB Advanced.

Personalise your MYOB Advanced Menu in a few quick and easy steps

Click the three dots at the bottom left corner of the left panel, and you will open the menu edit options.

From here you can, for example, collapse the menu to the top left corner so that your screen is maximized:

By clicking Edit Menu from the three dots, you can configure changes to your menu’s appearance.

Examples of these changes might be:

a) Change the icon and name of a module or b) Move it to somewhere else

Change the Title/ label to whatever suits your "internal language"

Pin or unpin a module from the main menu, by clicking on the ‘pin’ as highlighted below:

Create your own quick menu.

The quick menu is what you see by default when you click a module name.

This is particularly useful when you need to work in multiple areas in the system, and you still want the frequently used menu items to be organized by module instead of being all dumped into My Favorites.

You can always click Show All to see all menu items in a module.

Hopefully, this is a starting point for you to personalize your Advanced menu and make it easier for you to frequently use tasks and navigate the menu.

Email us at eshelp@endeavour.solutions if you need some help or would like a one-on-one training session.

About Endeavour Solutions

Endeavour provides business software solutions and accounting solutions to mid-sized businesses from branches in Melbourne, Sydney, Auckland, Wellington and Christchurch. Started in the 1980’s, they have hundreds of customers and provide solutions in many business sectors.

Their point of difference is in building solid business relationships with their clients, and part of this is to make sure they share a common culture with their client and the most effective communication and processes are used. Their mission is to bring the best possible solutions to their clients using the highest level of service. They measure this in client satisfaction levels and longevity of their business relationships.

Personalise Menus in MYOB Advanced