Tutorial on using the quick create function to access frequently used modules in Accoxi
Quick Create feature allows users to conduct and access frequently used modules in Accoxi by clicking on the Plus icon (+) near the quick search bar.
The Quick create option grants users to easily access and conduct frequently used functions in Accoxi. Users get quick results by clicking the Add new option to avoid time lag.
When the user opens the Accoxi account, Add new icon (+) will always appear on the top right side of the quick search bar.
By clicking on the + icon, a new tab will appear on the screen with the list of options. User can select the required one from the tab to add new item.
It include four heads and its key options. They are General, Sales, Purchase and Accounts. User can select the required one from the tab to add new item. While clicking on the Plus icon (+) user get the Add new form and can create new item or transactions
1.General
In the General head, seven types of key functions are include in it. They are Customer, Supplier, Sales Person, Add user and Stock Adjustment and . By clicking on the Plus icon (+) of each function, user get the new form and can create new item or account.
2.Sales
Sales head include six types of key functions. They are Sales, Recurring Sale, Customer Payments, Credit Note, Products and Service. By clicking on the Plus icon (+) of each function, user get the new form and can create new item or account.
3.Purchase
In the Purchase head, five types of key functions are include in it. They are Purchase, Recurring Purchase, Supplier Payments, Debit Note and Purchase Order. By clicking on the Plus icon (+) of each function, user gets the new form and can create new item or account.
4.Accounts
Accounts head include six types of key functions. They are Receipt, Payment, Journal, Bank deposit, Bank withdrawal and Opening Balance. By clicking on the Plus icon (+) of each function, user gets the new form and can create new item or account.