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Review recent activity and quick actions

Review recent records on Home and quickly open frequently used entry screens.

In this guide
  1. Review recent transactions
  2. Use quick actions
  3. Open all transactions

1. Review recent transactions

Open Sales Report by Period to review recent sales in date order with the customer, product, amount, and payment status. Tap a transaction to open its details and payment history.

Review the date, customer, product, amount, and payment status together.

2. Use quick actions

Use Quick Actions on Home to open frequently used screens such as Register Sales, Manage Sales, Sales Return, and Register Purchase.

Start frequent sales and purchase tasks directly from Home.

3. Open all transactions

When you need more records, open the Trans. tab. Combine customer, type, and status filters to find the record you need.

Use the transaction list and filters to trace all records.
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