Overview the Quick Actions Menu
- Brokerage Engine |
- 26 steps |
- 3 minutes
1
Log in to Brokerage Engine as a System Admin user.
2
Click the Accounting button in the dashboard menu.
3
Click the Quick Actions menu in the upper-left corner of the Accounting module.
4
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.
5
Click "Pay Bills" to pay your brokerage's bills.
6
The link will forward you to the New Pay Bills page. There you'll have the option to search for, pay and review bills.
7
Click "New Invoice" to create a new invoice.
8
The New Invoice page allows you to create a custom invoice that can be emailed to customers.
9
Click "New Receive Payment" to process a payment.
10
The New Payment page allows you to process a payment and designate the account the funds will be deposited to.
11
Click "New Expense" to create a new expense for your brokerage.
12
The New Expense page allows you to create a custom expense.
13
Click "New Check" to generate a new check.
14
The New Check page allows you to create a new custom check to be printed out.
15
Click "New Bill" to generate a new bill.
16
The New Bill page allows you to create a new custom bill received from Vendors.
17
Click "New Bill Payment" to make a bill payment.
18
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.
19
Click "Print Checks" to navigate to the Print Queue.
20
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.
