Customizing the Navigation Menu

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Customize Navigation Menu Screen

Customizing Fields and Controls on Web Screens

Importing and Managing Customizations for Web Screens

About Security Groups

Administrative Services Security Authorizations

Use the Customize Navigation Menu screen to customize the screens that are available on the navigation menu.

For example, you can hide the A/R Invoice Entry web screen, or the A/R Transactions category, or the Accounts Receivable module.

If you hide all web screens in a category, the category does not appear in the navigation menu. If you hide all web screens and categories in a module, the module does not appear in the navigation menu.

Web screens are hidden or shown by company according to the selections you make on the Customize Navigation Menu screen. If you manage multiple companies, you must sign in to each company separately to specify which web screens are hidden or shown for users who sign in to that company.

Desktop screens are hidden and shown based on user authorizations and security groups. Using the Customize Navigation Menu to hide or show a web screen has no effect on the corresponding desktop screen.

ClosedBefore you start
    • You must be signed in as an administrator to use the Customize Navigation Menu screen.
    • You can make changes to the navigation menu while other users are signed in, but they will not see the changes until they refresh their browser or sign out and sign in again.
    • To open any screen that appears on the navigation menu, users must be assigned to a security group that is authorized to use the screen. For more information, see About Security Groups.

To customize the navigation menu:

  1. Open More > Administrative Services > Customize Navigation Menu.

  2. Clear check boxes to hide screens, categories, or modules from the navigation menu. More...

    • To hide a screen (such as Invoice Entry), clear the check box for the screen.
    • To hide a category (such as A/R Transactions), clear the check box for the category.
    • To hide a module, clear the check boxes for all categories for the module.

  3. Select check boxes to show hidden screens, categories, or modules in the navigation menu. More...

    • To show a screen (such as Invoice Entry), select the check box for the screen.
    • To show a category (such as A/R Transactions), select the check box for the category, or select one or more screens in the category.
    • To show a module, select the check box for one or more categories or screens in the module.
  4. Click Save.

Published: September 11, 2020
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