Quick Menu Feature in CustomBooks™
Overview
The Quick Menu feature in CustomBooks™ provides users with fast and convenient access to create commonly used transactions and documents directly from the application interface.
Designed to improve workflow efficiency, the Quick Menu allows users to create new records with just one click and reduces navigation time.
Accessing the Quick Menu
The Quick Menu is located in the upper-left corner of the screen within the yellow side menu area of the application.
Purpose of the Quick Menu
The Quick Menu is designed to:
- Reduce the number of clicks needed to create transactions
- Speed up daily workflows
- Improve navigation efficiency
It serves as a shortcut panel for users who regularly create accounting, sales, purchasing, and inventory transactions.
For a quick overview of Quick Menu, please watch the video below.
Features and Functions
One-Click Document Creation
Users can instantly create new transactions directly from the Quick Menu.
Examples of Documents Available:
- Deposits
- Payments
- Journal Entry
- Project/Job
- Time Tracking
- Companies
- Sales Orders
- Sales Invoices
- Purchase Orders
- Bills
- Bill Payments
- Items
- Inventory Adjustments
- Other commonly used transactions
This feature eliminates the need to navigate through multiple menus before creating a document.
Faster Workflow Navigation
The Quick Menu improves productivity by allowing users to move efficiently between tasks.
Benefits:
- Minimize screen navigation
- Save time during transaction entry
- Simplify repetitive processes
- Improve user experience
Centralized Access
The Quick Menu acts as a centralized launch point for commonly created transactions/documents across different modules in the system.
Common transactions/documents created:
- Sales
- Purchasing
- Inventory
- Accounting
- Banking
This helps users quickly initiate workflows from one convenient location.
Benefits of Using the Quick Menu
- Increased Efficiency
Users can create transactions faster with fewer clicks, helping improve daily productivity. - Improved User Experience
The simplified navigation structure makes it easier for both new and experienced users to create new transactions. - Simplified Daily Operations
The Quick Menu reduces interruptions caused by navigating through multiple modules and menus.
Best Practices
- Use the Quick Menu for frequently created transactions
- Familiarize users with available shortcuts for improved efficiency
- Incorporate the Quick Menu into daily workflows
Related Articles
CustomBooks™ Cloud Commerce
Overview and Features The Cloud Commerce feature helps you manage your online sales by connecting your accounting software to ShipStation or your Square POS system. Instead of manual data entry, this feature automates the flow of information from ...AccountingSuite™ Product Perks: September 2023 - Quick Menu
AccountingSuite™ Product Perks: September 2023 - Quick Menu This month our Product Perks focuses on our Quick Menu! This handy little menu is located in the upper left hand corner of the screen in the yellow side menu area. This module gives you one ...Item Receipts in CustomBooks™
The Item Receipt document in CustomBooks™ is essential for recording the receipt of goods ordered using a Purchase Order. It captures details such as items, quantities, and the time of arrival, ensuring accurate inventory tracking. When created and ...Companies (Customers/Vendors)
Companies Companies (formerly Customer/Vendor Central) is the place for everything you need when working with Customers and Vendors. CustomBooks™ Companies module brings together the relationship you have with customers and vendors in one easily ...Projects/Jobs
Projects/Jobs in CustomBooks™ The Projects/Jobs module in CustomBooks™ allows users to group transactions for reporting and tracking purposes. A project or job is typically created for short-term needs, such as a client-specific task or project. For ...