The quick create option

To save time, you can use the quick create option to quickly access the options you use most often. You can access this from anywhere within Accounting, meaning you don’t need to go through all the different steps to get to the option you want.

If you access the quick create option when in an individual customer or supplier record, the name and relevant account details are automatically entered.

  • 1. Hover over the quick create option.
  • 2. Choose the required option, then complete the details as normal.

For further information about the option you chose, click the Help button.

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