Overview the Quick Actions Menu

    • Brokerage Engine |
    • 0 step |
    • 3 minutes
      Log in to Brokerage Engine as a System Admin user.
      Click the Accounting button in the dashboard menu.
      Click the Quick Actions menu in the upper-left corner of the Accounting module.
      The Quick Actions menu will reveal a new submenu with quick links to pages regarding the following: bill payments, customer invoicing, vendor payments, and banking transactions.
      Click "Pay Bills" to pay your brokerage's bills.
      The link will forward you to the New Pay Bills page. There you'll have the option to search for, pay and review bills.
      Click "New Invoice" to create a new invoice.
      The New Invoice page allows you to create a custom invoice that can be emailed to customers.
      Click "New Receive Payment" to process a payment.
      The New Payment page allows you to process a payment and designate the account the funds will be deposited to.
      Click "New Expense" to create a new expense for your brokerage.
      The New Expense page allows you to create a custom expense.
      Click "New Check" to generate a new check.
      The New Check page allows you to create a new custom check to be printed out.
      Click "New Bill" to generate a new bill.
      The New Bill page allows you to create a new custom bill received from Vendors.
      Click "New Bill Payment" to make a bill payment.
      The New Bill Payment page allows you to pay a bill based on the Payee. Once a Payee is selected, the page will show you any outstanding unpaid bills.
      Click "Print Checks" to navigate to the Print Queue.
      The Print Checks page shows you all of the checks waiting to be printed per account. The system and allows you to print one or multiple checks at once.
      Click "New Bank Deposit" to navigate to the Undeposited Funds account.
      The New Deposit page allows you to select which entries you want to include in your deposit.
      Click "New Transfer" to transfer funds from one General Ledger account to another.
      The Transfer Detail page allows you to transfer funds from one General Ledger account to another. Please note that this transfer only occurs within the system and does not transfer funds from your bank accounts in real time.
      Click "Journal Entry" to make a new journal entry.
      The New Journal Entry page allows you to create and post a new journal entry.
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