Main Menu

The main menu in the user interface of MYOB Advanced, shown in the following screenshot, includes the Favorites menu item, the workspace menu items, the More Items menu item, the configuration menu, and the Collapse or Expand button.
Figure 1. Main menu


  1. Favorites menu item
  2. Workspace menu items
  3. More Items menu item
  4. Configuration menu
  5. Collapse or Expand button

You click the Favorites menu item to view your favorite forms. You click this item to open the list of your favorites.

You click each of the workspace menu items to view the forms and reports of that workspace, which is a particular functional area. If you need to open the current workspace (which is highlighted in the main menu), you can press Alt+G. By default, the most commonly used workspaces are represented with menu items on the main menu; you can add workspace menu items to the main menu or remove existing menu items. For details on workspaces, see Workspaces.

When you click the More Items menu item, a menu is opened with tiles, grouped by broader functional areas, that represent all of the possible workspaces. You can pin any of these workspaces to the main menu by pointing to the workspace tile and clicking the Pin () button.

The configuration menu contains commands that you click to configure the location of the main menu and to edit the menu items in the whole system (if you are signed in to an account with the Administrator role assigned). The menu commands are listed in the following table. For details on configuring the location of the main menu, see Learning About the MYOB Advanced UI in the Getting Started Guide.

Table 1. Menu Commands of the Configuration Menu
Command Description
Collapse to Top

Collapses the main menu panel and adds the Menu button in the top left corner of the screen (instead of the Home button with the MYOB logo). When the main menu is collapsed, the work area expands to cover the area where the main menu had been.

This menu command is displayed only when the main menu panel is shown on the left side of the screen.
Expand to Left

Displays the expanded main menu panel on the left side of the screen.

This menu command is displayed only when the main menu is collapsed and the Menu button is shown in the top left corner of the screen.
Edit Menu

Switches the system to Menu Editing mode. In this mode, authorized users can customize menu items for the whole system.

This menu command is displayed only to users with a role specified in the Menu Editor Role box on the Security Preferences (SM201060) form.

For details, see Menu Editing Mode.

By clicking the Collapse button, you can collapse the main menu panel so that it displays only icons, and by clicking the Expand button, you can expand the panel to the full width. By clicking these buttons, you can change the width of the main menu pane when the menu is in both locations—expanded on the left and collapsed to the top.