Check out these tips that will increase productivity
Search Symbols
Expand your filtering capabilities with just 3 symbols (e.g.; which of my customers in southern California have NOT booked a certain brand/mfr?)
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Single Search for POs, Customers, Notes, etc.
With the search field at the very top-left of almost every page, you can search for your customers, contacts, order PO numbers, etc. all in one field
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Mark Multiple Invoices as Paid
With this feature, mark multiple invoices with a pdate (paid date) at the same time instead of having to edit them individually.
Check out this other post to learn more…