Quick Menu Feature in CustomBooks™

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:
  1. Reduce the number of clicks needed to create transactions
  2. Speed up daily workflows
  3. 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:
  1. Deposits
  2. Payments
  3. Journal Entry
  4. Project/Job
  5. Time Tracking
  6. Companies
  7. Sales Orders
  8. Sales Invoices
  9. Purchase Orders
  10. Bills
  11. Bill Payments
  12. Items
  13. Inventory Adjustments
  14. 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:
  1. Minimize screen navigation
  2. Save time during transaction entry
  3. Simplify repetitive processes
  4. 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:
  1. Sales
  2. Purchasing
  3. Inventory
  4. Accounting
  5. Banking
This helps users quickly initiate workflows from one convenient location.

Benefits of Using the Quick Menu

  1. Increased Efficiency
    Users can create transactions faster with fewer clicks, helping improve daily productivity.

  2. Improved User Experience
    The simplified navigation structure makes it easier for both new and experienced users to create new transactions.

  3. Simplified Daily Operations
    The Quick Menu reduces interruptions caused by navigating through multiple modules and menus.

Best Practices

  1. Use the Quick Menu for frequently created transactions
  2. Familiarize users with available shortcuts for improved efficiency
  3. Incorporate the Quick Menu into daily workflows