The Favourites menu lets you save your most-used menu items in one place. These include New Records, Listing Grids, Reports, Dashboards, and Setup options. There is no limit to how many favourites you can add.

The favourites you add are associated with your user account and entity, and are not visible to other users or in other entities. 

Open the Favourites menu via the star icon in the side navigation menu.

Quick Search lets you find any screen in the system.

1. Click the search icon in the top-right corner or press “/” on your keyboard.
   
   The last five items that were opened from search will appear automatically before you type:
   
2. Type your search term:
   
    Each result shows an icon indicating its type:
   • Listing Grid
   • Report
   • Dashboard
   • New Record
     Tip: To quickly open New Records, type “New” and all New Record screens will display:
     
3. Hover over a search result and click its star icon. The star will turn yellow and the item will appear in the Favourites menu, grouped by module.
   

Save your favourite menu items from New Records, Listing Grids, Reports, Dashboards, and Setup as follows:

1. Find the item you want to favourite (for example, a New Record for a GL Journal).
2. Hover over the menu item until you see the star icon on the right-hand side.
3. Click the star icon to add it to the Favourites menu. The star will turn yellow. All favourited items will appear in the Favourites menu, grouped by module.

Add Favourites from Other Pages

Add to the Favourites menu from the following pages. Hover over the item and click the star, as described above:

• Report Manager:
• Dashboards:
• Setup:

To remove a favourite, click the star icon to deselect it. The star will no longer be yellow. Favourites can be removed from the Favourites menu, any menu you selected them from, or via Quick Search.