About this lesson
In this lesson, we go over what is behind the quick create (plus sign) menu and when each link would be useful.
Download this lesson’s related exercise files.1.02 quick-create - Exercise.docx
61.1 KB 1.02 quick-create - Exercise solution.docx
The quick create button - or plus (+) New button - is a short cut to quickly take an action.
When to use
This is not the only way to take an action. This is just a nice handy way to rapidly take an action.
Use this button to:
- Create an invoice
- Post customer payments
- Record expenses
- Combine payments into one deposit
- Transfer funds
- And more…
Hints & tips
- Think of this as the place to click when you want to "do something".
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