The MYOB Acumatica UI: Main Menu

The main menu, located on the left side of the MYOB Acumatica screen, contains UI elements that help you easily go to workspaces and favorite forms, reports, and dashboard. You can also change the view of main menu and edit its items.

The main menu is initially shown in the expanded view. You can collapse it so that the names of the menu items are displayed in the compact view. You can also minimize the main menu so that it is displayed as the Menu button in the upper-left corner of the top pane instead of the Home button. Below you can see the elements of the main menu in the expanded view.

Figure 1. Main menu


  1. The Favorites menu item
  2. The list of menu items that represent workspaces
  3. The More Items menu item
  4. The Open Configuration Menu button
  5. The Collapse Main Menu Panel (or Expand Main Menu Panel) button

Favorites

The Favorites workspace provides links to the forms, reports, and dashboards you use most frequently. You open it by clicking the Favorites menu item.

You can add an item to the workspace by clicking the star icon next to its link in a workspace or next to the title of an open item. Favorites are personal and only visible to you. Items marked as favorites display a yellow star icon; you can remove them from favorites by clicking the star again. By default, this workspace is empty. For details, see The MYOB Acumatica UI: Favorites.

Workspace Menu Items

The main menu contains menu items that represent workspaces. When you click a menu item, the corresponding workspace opens over the working area.

In the workspace, you can see the links to the forms, reports, and dashboards for a particular functional area in MYOB Acumatica.

For details, see The MYOB Acumatica UI: Workspaces.

More Items

The main menu displays the workspaces (except for Recently Viewed) that are used most commonly by MYOB Acumatica users. By clicking the More Items menu item, you can open workspaces that are used less frequently but are important to some users. If you don’t see a menu item corresponding to the functional area you want to use, click this menu item. This opens a menu in the working area with tiles for each workspace in the system. These workspaces are grouped by broader functional areas.

Open Configuration Menu Button

You click this button to view a menu with additional commands that you can use to change the location of the main menu. (If you’re signed in to an account with the Administrator role assigned, you can also click commands to edit the menu items for the whole system.

Main Menu Toggle Button

In the out-of-the-box company, the main menu is shown in the expanded view, and you can see the Collapse Main Menu Panel button. By clicking this button, you can collapse the main menu to display the compact view of the icons and workspace names. In the collapsed main menu, the button name changes to Expand Main Menu Panel. By clicking this button, you can display the expanded view of the main menu.