Arrange the menu and choose a theme
You can find any screen by typing its name, keep the screens you use most at the top of the menu, put the menu in the order that suits your work, and choose a light or dark screen.
Find a screen
- Type in Search menu at the top of the menu. The words can come in any order: "rates tax" finds Tax rates, and a section's name, such as "billing", lists every screen in it.
- Press Enter to open the first match, or select the one you want. Esc clears the box.
When the menu is narrowed to icons, select the magnifying glass at its top to open it with the cursor in the box.
Keep your favorite screens at the top
- Point at a screen in the menu and select the star (☆) at the end of its row. On a phone, the stars are always shown.
- The screen appears under Favorites at the top of the menu, with a filled star (★). Select the filled star to take it off.
- Drag a favorite to change the order. With the keyboard, press Alt+↑ or Alt+↓ on it.
- Choose Favorites above the list to see only your favorites, and Show all to see the whole menu again. With Favorites, the screen you are on is listed too, marked current.
Your favorites follow you to every device, separately in each company you work in. When the menu is narrowed to icons, your favorites are the first icons.
Arrange the menu
- Open the account menu (your name at the top right) and choose Customise menu.
- Every section opens. Drag an entry by its handle, or use its up and down arrows, to move it within its section. On a phone, use the arrows.
- Select Done to keep the new order, Cancel to leave it as it was, or Reset to default to go back to the standard order.
Your order follows you to every device. Reset to default does not change your favorites. The menu only ever lists the screens your role allows. If you see no Customise menu or no stars, your role does not include them.
Choose a theme
- Open the account menu.
- Under Theme, choose Light, Dark, or System to follow your device's setting.