Module Toolbar

In the Accounting Module, the toolbar includes both standard actions (such as sending to a folder, adding to a user’s working folder, printing, managing categories, and removing from a folder) and a wide range of specialized actions. Some of these specialized actions are available only for specific types of module objects.

  • As in other modules, the toolbar can be customized. To do this, right-click the toolbar and select from the context menu.

The toolbar includes the following specialized actions:

Create an Invoice

Clone an Invoice

Create a Payment

Create a Bank Account (available only when inside the Bank Accounts folder)

Generate a Freight Invoice (Cargo Module)

Create a Credit Note

Change outgoing invoice status from Draft to Unpaid (issued and ready for payment)

Revert outgoing invoice status from Unpaid or Partly Paid back to Draft

Send Invoice

Parse Bank Statement

Create a Reward (if access is granted)

Create an Obligation

Clone an Obligation

Additional actions are available in the More Actions submenu: