Help Centre

New features > Actions menu
You can use the new Actions menu to quickly access tasks associated with cards and bank reconciliations.
The Actions menu is located in the Cards List window and the Card Information window.
When you click Actions (), a list of tasks associated with the card type are displayed. For example, if you select a customer card in the Cards List window and click Actions, you can choose to print an invoice or create a sale.
Note that some tasks that were previously accessed using buttons in these windows are now located in the Actions menu. This includes tasks such as synchronising cards in the Cards List window.
The Actions menu is located in the Reconcile Accounts and Unmatched Statement Transactions windows.
When you click Actions (), a list of tasks associated with the window are displayed. For example, if you click Actions in the Reconcile Accounts window, you can choose to import your bank statement, transfer money, or record journal entries.
Note that some tasks, which were previously accessed using buttons in these windows, are now located in the Actions menu. This includes tasks such as Get Statement in the Reconcile Accounts window.

Click to show more information

Top of page