The Menu Manager is where you create custom menu interfaces based what your company needs from the app. E.g., The Menu Groups for a small company could be Customer Transactions, Supplier Transactions and Accounting. Whereas a bigger company might use the Menu Groups to separate their Transaction Flow by department, e.g., a travel company might create a separate transaction flow for Car Rental, Flights, Domestic Tours, International Tours and Accounting.

Menu Manager Interface

Navigation

Main Menu > Setup > Menu Manager

The Menu Manager consists of the following four tabs:

1. Menu Groups (more below)
2. Menu Items
3. Visible
4. Startup

1. Menu Groups

The Menu Groups tab allows you to set-up groups that will be displayed in the Main Menu. These groups will have Menu Items assigned to them in the Menu Items tab.

Navigation

Main Menu > Setup > Menu Manager > Menu Groups

1. Main Menu Description - This is the description that will represent the Menu Group in the Main Menu. See image below:

2. Tile Description - This is the description that will represent the Menu Group in the Tile Menu. The Tile Menu is by default the first Menu you'll see when opening the application. To navigate back to the Tile Menu navigate to Main Menu > Home > Menu or click on the "Hamburger-Menu" button underneath the Main Menu bar. See image below:

3. Main Menu Index - This allows you arrange the order of the Menu Groups in the Main Menu. If the value is set to -1 it will then be hidden.

4. Tile Index - This allows you arrange the order of the Menu Groups in the Tile Menu. If the value is set to -1 it will then be hidden.

5. Menu - The Menu button allows you to Save or Restore the Grid.

2. Menu Items

The Menu Items tab allows you to set-up Menu Items that will be available within the Menu Groups displayed in the Main Menu.

Navigation

Main Menu > Setup > Menu Manager > Menu Items

1. Menu Group Filter - This allows you to select the specific Menu Group you wish to add Menu Items to. When selecting a different Menu Group, the Menu Items grid will automatically show the selected Menu Group's Menu Items.

2. Main Menu Settings - The Main Menu Settings band allows you to specify the Main Menu parameters of the Menu Items:

• Type - This specifies the Menu Item Type. Each Type has unique Modules with unique functionality. You are able to select from the following Types:
  • Fixed - Fixed Modules are Modules that cannot be edited, changed or deleted. They are hard-coded into the app. For more about Fixed Modules, click here.
  • Trans Type - These are Transaction Type Modules that can be created by the User.
  • Workflow - These are Workflow Modules that can be created by the User.
  • Payments
  • Class
  • Planning Board
  • Tracker
  • Reports
• Module - The Module column will populate with Modules relating to the Menu Item Type specified in the Type column (2). This allows you to select the Module that will be linked to the Menu Item.
• Caption - This is the name that will represent the Module in the Menu Groups drop-down menu or sub-menu (image below).
• Open - This setting determines in which panel a module will open, Main or Side. See images below:

• Index - This specifies the order of the Item in the Menu Groups drop-down menu. See image below:

3. Tile Menu Settings - The Tile Menu Settings band allows you to specify the Tile Menu parameters of the Menu Items:

• Size - This allows you to specify the size of the Menu Item's tile in the Tile Menu. You are able to select from four sizes: Small, Regular, Large and Extra-Large. See image below:

• Colour - This allows you to assign a colour to the Tile. The is handy when colour-coding Modules for easy recognition.
• Font pt - This allows you to specify the font size of the Menu Item's caption displayed in the Tile.
• Image (.png) - An image (.png) can be uploaded on the Tile for visual representation of the functionality or purpose of the Menu Item. See image below:

• Text Location - This specifies where the Menu Item's caption/name appears on the Tile Menu.
  • Top - Left / Centre / Right
  • Middle - Left / Centre / Right
  • Bottom - Left / Centre / Right
• Image Location - This specifies where the image appears on the Tile Menu.
• Index - This specifies the Menu Item order on the Tile Menu.

4. Update - This allows you to update Menu Items parameters. The Update function is handy when you want to apply a change to multiple Menu Items, saving you the time of changing each Menu Item individually.

• To update Menu Item parameters, simply select the desired field you wish to update from the Select drop-down list. Once you've selected a field, another drop-down list will appear, allowing you to enter or select the new parameter. Click the Update button to apply the update. The update will be applied to all the Menu Items that you've selected in the Menu Items data grid.

5. Index - This allows you to change the Menu Item's order.

• To change the Index, specify if you want to change the Main or Tile Index from the Select drop-down list; and then change the Index value by clicking on the plus or minus symbols. This will change the Index value of all the Menu Items you've selected in the Menu Items data grid.

3. Visible

The Visible tab allows you specify what Menu Groups will be visible for the specific User Roles.

Navigation

Main Menu > Setup > Menu Manager > Visible

To set-up visible User Groups, select the User Role from the drop-down list and click Add. Once you've clicked Add the data grid will populate with a row. In the row you are able to select the desired Menu Group.

If you've added Menu Group(s) to the list, the specific User Role will then only see that Menu Group with it's Menu Items in his/her application interface. Therefore in the example screenshot above, the Tracker-User will only have the Tracker Menu Group with it's Menu Items visible in his/her application.

If the Visible Menu Group data grid is empty, the specific User Role will then have access to all the Menu Groups.

4. Startup

The Startup tab allows you to set what Transaction Types / Modules are opened automatically when a specific User Role logs in.

Navigation

Main Menu > Setup > Menu Manager > Startup

To set-up a Startup Module, select the User Role from the drop-down list and click Add. Once you've clicked Add the data grid will populate with a row. In the row you are able to select the desired Module you wish to have open automatically when the specific User Role starts his/her application. Therefore in the example screenshot above the Tracker-Timekeeping Module will automatically open when the Tracker-User logs in to his/her application.

If the Open on Startup data grid is empty, the specific User Role will then have no Module automatically open on application startup and the default Tile Menu will be displayed.