Improve the Navigation of your System

With the new user interface available, we share our pro-tips

With the updated login and left-hand menu now available, we share some new features to achieve a neater, more logical navigation tool.

Learn how to:

Add icons to your meu items
Create completely new menu items
Change the colour scheme of your user interface

It isn’t as daunting as it sounds, simply read on to find out how…


Adding icons into your menu items

Visually speaking, an icon is much easier to find in a long list of menu items than plain text – and better to interpret too. What’s more, adding icons is a really easy thing to do …just follow these simple steps:

Firstly, click on the ‘Modify Menu’ icon (cog) on the bottom left of your menu.

Search for the menu item that you would like to edit and then click.
Then, type the name of the menu item in the search bar. Once you have found it, click the ‘Edit’ button.
 In the ‘Edit’ screen, click on ‘Button Icon.’ The dropdown option allows you to pick your preferred icon.

Click on your option and then hit the ‘Save’ button.

All done!


How to create a menu option

Adding a new menu option is another quick and straightforward process. This tool is useful is you have too many sub-menu items on any of your parent menus, making navigation tricky. Separating these into two new menu categories makes for more manageable sections.

For example, to create a new parent folder for ‘Accounts’ you should:

Click on the ‘Modify Menu’ button, then click ‘Add’ – this will allow you to create a new menu item.

Type ‘Account’ into the ‘Name’ field, then select an icon from the drop-down box below
On the ‘Menu’ field select ‘Main Menu’.
Click ‘Save’ at the bottom of the screen to complete the process.

The new ‘Accounts’ menu has been added to your main menu

…that’s all there is to it!

The next step of the process is to add the ‘child’ to the ‘parent’.
For example, to move the ‘Costing Codes’ (the child) menu item to sit under ‘Accounts’ (the parent), you would:

Search for ‘Costing Codes’ in ‘Modify Menu’, click ‘Edit’ and on the ‘Parent Code’ use the drop down menu option to find and select ‘Accounts’
Once you have done this, click ‘Save’
Log out and then back in again to refresh the page – all done!


Interface colour refresh

Our third and final user interface tip allows you to update the colour scheme. This is done by changing a piece of code known as ‘CSS’ (Cascading Style Sheets)….and it’s easy, just follow these simple steps;

In the main menu, click on ‘Utilities’ option
From there, click on ‘Settings’ and then ‘INI codes’
Search for ‘CSS:SCHEMA’ and, once found, click ‘Edit’
Change the description to ‘CORE’

Once complete, save and log out. When you log back in again your system will have changed to our new colour scheme.