A year ago, the upgraded version of MYOB Advanced came with a new User Interface (UI) as an option. Some clients may have been reluctant at the time to use the new User Interface for a lack of familiarity. Other clients may have upgraded but are not aware of the finer details with the new User Interface.
This blog is to provide some tips and tricks with the new User Interface so that you get the best out of using MYOB Advanced. If you currently don’t have the new User Interface and would like it, please contact Kilimanjaro Consulting MYOB Advanced Support on 1300 857 464 .
MYOB Advanced New User Interface in 2020
In version 2020, the new User Interface will become mandatory. In preparation for this, you can switch to the new user interface by selecting the user ID located in the top right corner of the screen.
From the drop-down menu, select User Profile. MYOB Advanced displays the User Profile dialogue.
Disable the Show Classic UI by Default flag and save changes. MYOB Advanced will refresh the page with the new UI.
Any custom menu options in MYOB Advanced will need to be added to the new UI. Please contact us for assistance on [email protected].
What features are included in the MYOB Advanced New User Interface?
1. Quick Menu
Can’t find a menu item which you think should be there?
Check the quick menu!
To add/remove from the quick menu, go to settings in top right corner:
Then tick boxes of the items you want in your quick menu, and Exit to view Quick Menu:
As with prior versions, you can click on the stars to add menu items to your “Favourites” menu at the top.
So, if you have trouble finding a menu option, once you’ve found it click on the star and you’ll never have trouble finding it again.
3. Pin to the Menu
If you use options under the “More Items” frequently, you may wish to pin these to the main menu. From then on it will stay in the first level of the menu on the left-hand side. Eg below pin the integration menu:
If you still can’t find something, search for it.
5. Add new item to the menu
Click on Edit Menu
Select a menu item eg Finance and then select + Add Menu Item
Find relevant menu items, tick, then select Add and Close.
6. Minimise the menu
Click on < to minimise the menu and release even more real estate to work with.
MYOB Advanced Tips and Tricks
For further guidance regarding your MYOB Advanced, check out our other useful Tips and Tricks!
MYOB Advanced Tips and Tricks #1 – Generating Statements on Demand
We hope these tips and tricks were helpful to you! Remember, if you have any questions about the new User Interface or in general our friendly MYOB Advanced team is always here to help. Call us on 1300 857 464 or send us an email.