BrightBooks has introduced a Create New shortcut to streamline your workflow. This feature lets you quickly access and generate Sales, Purchase, and Banking functions without navigating through previous pages. Here’s a breakdown of the options available:

Sales

1. Quick Invoice: Directly takes you to the Quick Sales Invoice page. Learn how to fill out a Quick Invoice here.
2. Product Invoice: Redirects you to the New Sales Invoice page. Learn how to create a Sales Product Invoice here.
3. Quote: Takes you to the Sales Quote page. Learn how to create a Sales Quote here.
4. Order: Redirects you to the Sales Order page. Learn how to create a Sales Order here.
5. Customer: This takes you to the New Customer page. Learn how to add a New Customer here.

Purchases

1. Quick Invoice: Directs you to the Quick Purchase Invoice page. Learn how to fill out a Quick Purchase Invoice here.
2. Product Invoice: This takes you to the New Purchase Invoice page. Learn how to create a Purchase Product Invoice here.
3. Order: Redirects you to the Purchase Order page. Learn how to create a Purchase Order here.
4. Supplier: This takes you to the New Supplier page. Learn how to add a New Supplier here.

Banking

1. Quick Receipt: Directs you to the Quick Receipt page under Banking. Learn how to fill out a Quick Receipt here.
2. Quick Payment: Takes you to the Quick Payment page under Banking. Learn how to fill out a Quick Payment here.
3. Customer Receipt: Redirects you to the Customer Receipt page under Banking. Learn how to create a Customer Receipt here.
4. Supplier Payment: Takes you to the Supplier Payment page under Banking. Learn how to create a Supplier Payment here.