Short-cuts at Contacts Listing

Note: If you're viewing on the support chat widget, we recommend you click the expand icon  on the top right corner, for better viewing experience.

Do you know that you can improve your productivity by using the short-cuts at Contacts Listing? Let me simulate a scenario to you: I would like to create a new sales invoice for one of my customers.

This is my Contacts Listing screen. At the “Action” column, you will see triangle icons at each row. Now, I will left-click on the one belongs to “ABSS Asia”.

The short-cuts menu will be displayed immediately. Now, I navigate to “Sales” sub menu in the short-cuts menu, I can see the actions list related to Sales, I will click on “Sales Invoice” now.

Financio populates the New Sales Invoice screen for me instantly, with all relevant default values pre-filled for the selected customer. Hope you will enjoy this feature.

What Else You Can Do?

• If your contact is Customer
  • Sales Module
    • View Sales listing
    • Create new Sales Quote
    • Create new Sales Order
    • Create new Sales Invoice
    • Create new Sales Credit Note
    • Create new Sales Payment
    • Create new Sales Refund

• Preview the following reports for selected customer
  • Aged Receivables
  • Aged Receivables Details
  • Customer Ledger
  • Customer Statement

• If your contact is Supplier.
  • Purchases Module
    • View Purchases listing
    • Create new Purchases Order
    • Create new Purchases Receive Item (Financio Premier only)
    • Create new Purchases Bill
    • Create new Purchases Debit Note
    • Create new Purchases Payment
    • Create new Purchases Refund

• Preview the following reports for selected supplier
  • Aged Payables
  • Aged Payables Details
  • Supplier Ledger