Brokerage Engine Support

Utilizing the Quick Actions Menu


Overview:

In this article, we'll review the Quick Actions Menu in the Accounting module. For your convenience, three resource types are available: 



Quick Reference:



Click here to download this Quick Reference section as a printable PDF. 




Guided Demonstration:


Click here or the image below to view a guided demonstration regarding the Quick Actions Menu in the Accounting module (opens in new tab).






Video Example:


For a complete video walkthrough on the Quick Actions Menu, watch the below video. 













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