The More Menu

The More Menu

The More Menu


The More Menu appears on most of the pages in the application and provides useful functionality. Although the items change slightly depending on what part of the application being viewed, here are the descriptions of the major features in this menu.

Create
Creates a new document (order, invoice, etc). Is context aware, and will create whatever item is related to the page the user is viewing.

Copy
Copies the item highlighted.

Edit
Places the item in edit mode.

Delete
Deletes the selected item (will only delete if there are no associated items.

Set Period
Allows for filtering of the list by setting a time period.

Find...
Filters by criteria set in last advanced search.

Advanced Search
Allows filtering by specifying any column and search criteria.

Configure List
Allows for filtering and conditional formatting of list by specifying criteria.

Email...
Emails selected document.

Edit...
Sets selected document in editing mode.

Copy...
Copies selected document.

Print...
Prints selected document.

    • Related Articles

    • 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 ...

    • Understanding Legends and Icons in CustomBooks™

      Legend and Icons of CustomBooks™ The following are icons that appear throughout the application. BACK and FORWARD BUTTON - Navigate backwards and forwards in the history of your session. HOME BUTTON - Directs to the CustomBooks™ Home Page. HISTORY ...

    • AccountingSuite™ Release Updates, German Shepherd 9

      AccountingSuite™ Release Updates, German Shepherd 9 Improved Menus and Documents Footers! All AccountingSuite™ Menus are redesigned and organized for better work flows, and are Edition based with clear and focused UX/UI! Side Menu with key/all user ...

    • AccountingSuite™ Release Updates, German Shepherd 5

        AccountingSuite™ Release Updates, German Shepherd 5 Cloud Banking Upgrade: Tons of New Features and Improvements!​            Advanced Matching and Categorization Algorithms: Company Name check is first, and it is based on the Bank Description and ...

    • Managing Extensions

      Installing Extensions To install an extension,  Click the Extensions menu item in the main menu Click Extensions Catalog. Double click the extension you wish to install. In the pop-up window, click install. Usage instructions are included in the ...