The Action menu is a shortcut menu for accessing tasks associated with sales and purchases records. The menu is located in the sales quotes, order, and invoice windows as well as in the purchases orders and bills windows. When you click the Action menu icon (), a list of actions associated with the sale or purchase are displayed.

All of the tasks you could previously perform in the sales and purchases windows, such as save as recurring, use recurring, and receive or make a payment can be found in the Action menu. In addition, you can now create a purchase order from a sale order and create a sale from a purchase order or bill.