How to access frequently used forms in accoxi

Quick Create Button

Add new menu in Accoxi

Accoxi is most modern accounting software that provides easy and deliberate results for accounting. It provides the function of Add new option to the users. It allows users to add anything that included in the software by clicking on the Plus icon (+) near quick search bar.

Key Features

  • It helps the user to quickly add new item or can access the function by easy click.
  • It helps the user to get the data or access the function with in quick way.
  • User get quick results by using the Add new tool and also helps to avoid time lag.

When the user opens the Accoxi account, Add new icon (+) will be 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.

Quick Create Menu

 

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, Stock Adjustment and POS. 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.