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Custom Menus

Custom menus make it easy to find popular reports you check all the time, or get to a certain tab right away. You can use this add on to add custom menu options to the ChargeOver left-side navigation.

For example, you could add a link to your own portal, or to other apps like Asana, HubSpot, QuickBooks Online and more.

Enable custom menus​

  1. To get started, go to your Settings and select Add-Ons then More Add-Ons
  2. From the list of Add-Ons, locate Custom Menu Entries and select Get Started

When you enable the add on, you can add your new menu option. A common menu option our customers add is to bookmark a popular report the team looks at every day. Having this report in the left navigation reduces both the number of clicks and amount of time it takes to get to this report usually.

This is what a custom menu option could look like, once added.

When you create a new custom menu, you can select whether it will open in the current tab, a new tab, or in an <iframe>.