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