The "Quick Actions" feature boosts your productivity with practical shortcuts that allow you to complete tasks with just 1-2 clicks. Whether you're sending SEPA transfers, uploading invoices and receipts, or browsing your recent transactions, you'll save time by reducing navigation steps in the app.
It allows you to:
- Initiate an immediate SEPA transfer with a single written request and a single click to confirm.
- Upload a receipt or invoice via drag & drop.
- Browse your last 50 transactions.
- Use smart shortcuts to complete your usual tasks faster.
This feature is located in the left panel of the web application, below your logo, and looks like a search bar. You can also use Command K (Mac) or Ctrl K (Windows) to activate Quick Actions.
Who can use Quick Actions?
Currently, only the Owner and Administrator can access this feature. It is available for all plans, but only in the web application.
What actions are available?
You can perform the following listed smart actions:
- Perform an immediate SEPA transfer
-
Upload receipts and invoices from suppliers
- Browse your recent transactions
You can navigate faster in your application with the following listed shortcuts:
- Make a transfer
- Create a card
- Download account statements
- Set up an outgoing direct debit
- Add an account
- Set up an integration
- Invite a team member
- Send a refund
- View your accounts
How does it work?
You can start by clicking on the Quick Actions⚡️ icon.
Select the action you're looking for from the suggested list.
Click on it, and the corresponding process will automatically start.
You will find two types of actions in the list:
- Shortcuts that instantly redirect you to the corresponding page of your interface
- Smart actions that provide a simplified process to complete tasks more efficiently.
Perform an immediate SEPA transfer:
- Write a message: Send [amount] euros to [@name of the existing beneficiary] for [reason].
- Select the existing beneficiary by typing
@and press Enter.
Once you have pressed "Enter", you can review your request to ensure it is correct:
- If it is correct, click on Send transfer and validate the action on your phone.
- If it is incorrect, click on Edit data to correct the information.
⚠️ The beneficiary must exist before you make the request.
Upload receipts and invoices from suppliers:
Drag and drop your file in PDF, JPG, or PNG format, up to 30 MB.
Once uploaded, you will find it in your supplier invoices section, and we will associate it with the correct transaction.
💡 Note: You can drag and drop multiple files at once.
Browse transactions:
Easily access your last 50 transactions. You can use the search bar to type the name or the amount.
How can I give feedback on the Quick Actions feature?
We have a form where customers can send us their feedback and suggestions here.
What AI does the Quick Actions feature use?
We use the LLM from Mistral AI for the Quick Actions feature.