Skip to main content

How to Create and Add Quick Transactions in Invent ERP?

Quick Transactions in Invent ERP are designed to save time and simplify accounting entries for recurring or frequently used transactions. By creating reusable templates, you can post transactions instantly with minimal input.

Step-by-Step Process​

Step 1: Access Quick Transactions​

From the Homepage, click Quick Links, then under Accounting select Quick Transactions.

Step 1 - Access Quick Transactions

Step 2: Create a Quick Transaction Template​

Start by creating a template for the transaction.

Step 2 - Create Template

Step 3: Define Template Details​

Fill in the template information, including the transaction name, account, and default amount.

Step 3 - Define Template Details

Step 4: Create Additional Templates (Optional)​

If you need more templates, click Create New and repeat the same steps.

Step 4 - Create Additional Templates

Step 5: Use a Template​

Return to Quick Transactions, choose your template, enter the Transaction Amount, and Save.

Step 5 - Use a Template Step 5 - Use a Template

Step 6: Review in Reports​

To see how the transaction affects your financials:

  1. Head to Reporting.
  2. Open Profit and Loss.
  3. Under Expenses, find your Quick Transaction reflected instantly.

Step 6 - Review in Reports Step 6 - Review in Reports

Notes & Tips​

  • Use Quick Transactions for recurring expenses, internal transfers, or routine accounting entries.
  • Setting a default amount helps speed up posting for fixed-value transactions.
  • Auto Post is ideal when Quick Transactions are linked to invoices or vendor bills.

FAQ​

Q: Can I edit a Quick Transaction template after creating it? Yes. Templates can be edited at any time.

Q: Are Quick Transactions reflected immediately in reports? Yes. Once posted, they appear instantly in financial reports such as Profit and Loss.