Categories
Getting Started
General Settings
Sales Management
Purchases and Expense Tracking
Tax and Category Management
Reporting and Analytics
Human Resource Management (HRM)
Affiliate Program
Subscription and Account Management
Quick Tools and Personalization
FAQs and Troubleshooting
Using Quick Actions
Quick Tools and Personalization
Using Quick Actions
Quick Actions are designed to simplify common tasks, saving time and effort.
Accessing Quick Actions
Look for the
green plus (+)
button in the bottom-right corner of the screen.
Click the button to reveal a menu of shortcuts for frequently performed actions, such as:
Add Employee
: Quickly set up new employee profiles.
Create Invoice
: Generate and send invoices in seconds.
Add Expense
: Record new expenses directly from the shortcut menu.
Benefits of Quick Actions
Save time by bypassing multiple navigation steps.
Ensure accuracy and speed for repetitive tasks.
Increase productivity with one-click access to tools.
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