Using the menu and favourites

The Navigation Area is on the left side on the Sage 200 desktop and displays the Menu and Favourites views.

The Navigation Area can be displayed either maximised to keep the menu visible, or minimised to shrink the menu when it's not being used.

You can use the menu to access Sage 200 modules and windows to enter information, perform tasks and run reports.

The menu options are grouped into modules, for example, Purchase Ledger contains tasks to run an account enquiry or transactions enquiry.

The options in the menu are also available from desktop lists, by using the Action bar at the top of the desktop list.

This means you can minimise the navigation area if you want to and still have access to the actions you need within each module.

Lists and process maps are available for each module from the module menu. Workspaces are available from Workspaces within the main menu. And summaries are available from within the Summaries option within the main menu.

If you have permissions set up in System Administration, you can customise the menu for all Sage 200 users.

Favourites view

The Favourites view is where you keep shortcuts to everything that you want to access quickly in Sage 200. When you're using a form or a desktop view, you can choose it as a favourite and it will be added to your Favourites view.

You can organise your Favourites how you like, and share your favourites with others by exporting and importing them.

If you want to set up a page of favourites to put on the Home page, you can use the Home Page Favourites folder.