DashboardUpdated May 2026
Quick Actions
Use the Quick Actions on the Dashboard to jump to common tasks instantly.
Access:OwnerAdminUser
Overview
Quick Actions let you jump straight to key workflows without navigating through the sidebar. They appear on the Dashboard and save time for your most common daily tasks.
Available Quick Actions
| Field | Required | Description |
|---|---|---|
Create Invoice | — | Opens the Create Invoice form directly. |
Add Expense | — | Opens the Add Expense form directly. |
Add Customer | — | Opens the Add Customer form directly. |
Record Payment | — | Opens the Record Payment dialog. |
Ask AI | — | Opens the AI Assistant widget. |
Related Articles
Was this article helpful? ·