{"id":535,"date":"2023-04-06T14:20:48","date_gmt":"2023-04-06T11:20:48","guid":{"rendered":"https:\/\/akaunting.com\/hc\/docs\/the-user-interface\/the-features-navigation-menu\/"},"modified":"2024-08-27T13:55:53","modified_gmt":"2024-08-27T10:55:53","slug":"navigation-menu","status":"publish","type":"docs","link":"https:\/\/akaunting.com\/hc\/docs\/the-user-interface\/navigation-menu\/","title":{"rendered":"Navigation Menu"},"content":{"rendered":"\n<p>The Navigation Menu is a collapsible panel for accessing installed apps\/features.<\/p>\n\n\n\n<figure class=\"wp-block-video\"><video height=\"1080\" style=\"aspect-ratio: 1920 \/ 1080;\" width=\"1920\" controls src=\"https:\/\/assets.akaunting.com\/hc\/2023\/04\/06142912\/navigation-menu.mp4\"><\/video><\/figure>\n\n\n\n<p>The default features on the navigation menu are:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Dashboard<\/li>\n\n\n\n<li>Items<\/li>\n\n\n\n<li>Sales<\/li>\n\n\n\n<li>Purchases<\/li>\n\n\n\n<li>HR<\/li>\n\n\n\n<li>Banking<\/li>\n\n\n\n<li>Calendar<\/li>\n\n\n\n<li>Reports<\/li>\n\n\n\n<li>Apps<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Dashboard<\/strong><\/h2>\n\n\n\n<p>Also known as <a href=\"https:\/\/akaunting.com\/hc\/docs\/the-user-interface\/the-company-dashboard\/\" target=\"_blank\" rel=\"noreferrer noopener\">the company dashboard<\/a>, it displays a summary of your company&#8217;s financial transactions and information using widgets.<\/p>\n\n\n\n<p>You can customize the layout by adding or deleting widgets.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Items<\/strong><\/h2>\n\n\n\n<p>You can list your business&#8217;s products or services in Items.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"576\" src=\"https:\/\/assets.akaunting.com\/hc\/2023\/04\/06143016\/items-1024x576.png\" alt=\"Navigation Menu: Add and Import Items to your accounting software\" class=\"wp-image-539\" srcset=\"https:\/\/assets.akaunting.com\/hc\/2023\/04\/06143016\/items-1024x576.png 1024w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/06143016\/items-300x169.png 300w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/06143016\/items-768x432.png 768w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/06143016\/items-1536x864.png 1536w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/06143016\/items.png 1920w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>Clicking <strong>Items <\/strong>displays the options to <a href=\"https:\/\/akaunting.com\/hc\/docs\/inventory-management\/adding-items\/\" target=\"_blank\" rel=\"noreferrer noopener\">add New items<\/a><strong>, <\/strong><a href=\"https:\/\/akaunting.com\/hc\/docs\/import-export\/importing-items\/\" target=\"_blank\" rel=\"noreferrer noopener\">Import Items<\/a><strong>,<\/strong> or manage your <a href=\"https:\/\/akaunting.com\/apps\/inventory\" target=\"_blank\" rel=\"noreferrer noopener\">Inventory<\/a>.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Sales<\/strong><\/h2>\n\n\n\n<p>The Sales menu has two default features:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Invoices<\/strong>: Create and send fully customizable invoices to customers.<\/li>\n\n\n\n<li><strong>Customers<\/strong>: As your business grows, you can add unlimited customers.<\/li>\n<\/ul>\n\n\n\n<p class=\"has-text-align-center\"><em>Check out how to <a href=\"https:\/\/akaunting.com\/hc\/docs\/invoices-estimates\/creating-an-invoice\/\" target=\"_blank\" rel=\"noreferrer noopener\">create invoices<\/a> and <a href=\"https:\/\/akaunting.com\/hc\/docs\/invoices-estimates\/adding-a-customer\/\" target=\"_blank\" rel=\"noreferrer noopener\">add customers<\/a>.<\/em><\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Purchases<\/strong><\/h2>\n\n\n\n<p>The Purchase menu has two default features:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Bills<\/strong>: Create and manage your bills.<\/li>\n\n\n\n<li><strong>Vendors<\/strong>: Add and manage an unlimited number of vendors.<\/li>\n<\/ul>\n\n\n\n<p class=\"has-text-align-center\"><em>Check out how to <a href=\"https:\/\/akaunting.com\/hc\/docs\/bills\/creating-a-bill\/\" target=\"_blank\" rel=\"noreferrer noopener\">create bills<\/a> and <a href=\"https:\/\/akaunting.com\/hc\/docs\/bills\/adding-a-vendor\/\" target=\"_blank\" rel=\"noreferrer noopener\">add vendors<\/a>.<\/em><\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>HR<\/strong><\/h2>\n\n\n\n<p>The HR menu is where you manage employees or team members.<\/p>\n\n\n\n<p>When installed, the Payroll Management and <a href=\"https:\/\/akaunting.com\/expense-management\" target=\"_blank\" rel=\"noreferrer noopener\">Expense Claims<\/a> apps are listed in the HR menu.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Banking<\/strong><\/h2>\n\n\n\n<p>The Banking menu has four default features.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Accounts<\/strong>: Add custom accounts for your business transactions.<\/li>\n\n\n\n<li><strong>Transactions<\/strong>: Get details of all your transactions &#8211; Income, Expenses, Account, and Amount.<\/li>\n\n\n\n<li><strong>Transfers<\/strong>: Money transferred between your business accounts are recorded here.<\/li>\n\n\n\n<li><strong>Reconciliations<\/strong>: Create and manage the reconciliations. You can also see transactions that have or have not been reconciled with an invoice.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Calendar<\/strong><\/h2>\n\n\n\n<p>You can see the dates of your activities.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"576\" src=\"https:\/\/assets.akaunting.com\/hc\/2023\/04\/06143109\/calendar-1024x576.png\" alt=\"Accounting Calendar\" class=\"wp-image-540\" srcset=\"https:\/\/assets.akaunting.com\/hc\/2023\/04\/06143109\/calendar-1024x576.png 1024w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/06143109\/calendar-300x169.png 300w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/06143109\/calendar-768x432.png 768w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/06143109\/calendar-1536x864.png 1536w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/06143109\/calendar.png 1920w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>Activities such as recurring payments, inventory adjustments, expense claims, project tasks, and more are logged in the calendar.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Reports<\/strong><\/h2>\n\n\n\n<p>You generate reports for installed apps\/features in the reports menu.<\/p>\n\n\n\n<p>By default, you can create income &amp; Expenses, Profit &amp; Loss, and Tax summary reports.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Apps<\/strong><\/h2>\n\n\n\n<p>Clicking on the Apps menu takes you to the Akaunting store, where over 100 business solution apps are available.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"576\" src=\"https:\/\/assets.akaunting.com\/hc\/2023\/04\/06143349\/apps-1024x576.gif\" alt=\"Navigation Menu: Akaunting Apps\" class=\"wp-image-541\" style=\"width:840px;height:472px\" srcset=\"https:\/\/assets.akaunting.com\/hc\/2023\/04\/06143349\/apps-1024x576.gif 1024w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/06143349\/apps-300x169.gif 300w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/06143349\/apps-768x432.gif 768w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/06143349\/apps-1536x864.gif 1536w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>You can commonly filter apps by <strong>New<\/strong>, <strong>Top Paid<\/strong>, and <strong>Top Free<\/strong>.<\/p>\n\n\n\n<p class=\"has-text-align-center\"><em>Learn more about <a href=\"https:\/\/akaunting.com\/hc\/docs\/apps-and-integrations\/what-are-apps\/\" target=\"_blank\" rel=\"noreferrer noopener\">Akaunting Apps<\/a>.<\/em><\/p>\n","protected":false},"excerpt":{"rendered":"<p>The Navigation Menu is a collapsible panel for accessing installed apps\/features. The default features on the navigation menu are: Dashboard Also known as the company dashboard, it displays a summary of your company&#8217;s financial transactions and information using widgets. You can customize the layout by adding or deleting widgets. Items You can list your business&#8217;s [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":0,"parent":518,"menu_order":4,"comment_status":"open","ping_status":"closed","template":"","doc_tag":[],"class_list":["post-535","docs","type-docs","status-publish","hentry"],"acf":[],"_links":{"self":[{"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs\/535","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/comments?post=535"}],"version-history":[{"count":4,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs\/535\/revisions"}],"predecessor-version":[{"id":2861,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs\/535\/revisions\/2861"}],"up":[{"embeddable":true,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs\/518"}],"wp:attachment":[{"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/media?parent=535"}],"wp:term":[{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/doc_tag?post=535"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}