Learning level
20/100
Learning level
20/100
Guide type
User Guide
Audience
Lite users
Sections
5
Use the central Quick Actions menu to reach daily transactions, masters, reports and utilities without navigating through long menus.
What this guide covers
Quick facts
Use the center action button to open the floating Quick Actions workspace. It groups frequently used actions so daily entries stay close to the Dashboard.
Depending on your configuration, Quick Actions can show Add Sale, Add Purchase, Add Quotation, Add Payment, Add Receipt, Add Journal and Add Expense.
Add Party is available for creating a new account/party. Add Item appears when the Inventory module is enabled.
Cash Book and Day Book can be enabled as Quick Actions for faster access to daily books.
Party Ledger, System Configuration and What’s New in Update are available from the wider Quick Actions workflow. Optional import actions can also be enabled.