Navigation and grid settings

You can use the Navigation & Data Grids page to configure your interface preferences and to select your time zone.

To configure these settings:

  1. Go to Settings, Business settings, Navigation and data grids.
  2. In the Navigation section, select:
    • Standard. This is the default navigation setting, recommended for businesses. Using this setting, reports are found only on the Reports menu in the navigation and the other menu titles are named using traditional business terminology such as Sales and Expenses.
    • or

    • Advanced. This setting changes the navigation to use an accounting-driven menu structure, recommended for accountants. Using this setting, reports and features are added to menus as they relate to traditional accounting practices. For example, instead of having a separate menu for Journals (as with the Standard setting), Journals are found on the Accountant menu. Additionally, the menu titles use accounting instead of business terminology. For example, Accounts Receivable instead of Sales and Accounts Payable instead of Expenses.
  3. In the Tables section, select the number of items you want to display on list pages such as the Contacts page in the Show me [10] items in each table unless I override it field. By default, 10 items display on each list page. You can override the default on-demand by selecting another number in the Show [10] records field at the bottom left-hand corner of each list page. Optionally, select a number greater than 10 in this field to reduce the need to override the setting on list pages.
  4. In the Time Zone section, select your time zone in the Time zone field.
  5. Click Save.