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You can create new records easily from any transaction window. For example, you can add accounts and cards to your lists when entering transactions.

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To create a record in a transaction window

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Let’s assume you want to add a customer card while entering a sale.

In the Sales command centre, click Enter Sales. The Sales window appears.
In the Customer field, type the customer’s name and press Tab. If there is no card for this customer, a drop-down list appears.
Do one of the following:

To create a detailed new record, click New. The Card Information window appears, where you can enter the details of the new customer.

To create a quick record to complete later, click Easy‑Add. A new card is added to your cards list, using just the customer name you entered in the Customer field. You can go back and add details to the card later.

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Easy‑Add is not available from some transaction windows

In windows such as Spend Money, the type of card you want to create is not immediately obvious, so the Easy-Add button is not available.

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Adding a record

Add Adding a customer

Add Adding a supplier

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To create a record in a transaction window

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