TIPS AND TRICKS

Searching All Data in Your Account

Press Alt + G to move your cursor directly into the Global Search field.

Entering Data

• Most subtabs have a letter underlined, hold Alt and type that letter to jump to that subtab.
• In the Header section of the transaction, press Enter to save the transaction.
• In the Transaction Line section, press Enter to save the line and go to the next line.
• Press and hold Ctrl and click with your mouse to select multiple choices in multiple select fields.

Date Field Shortcuts

• Press Shift + T to enter tomorrow’s date.
• Press P to enter the end of the current period (if you use accounting periods).
• Press l (lower case L) to enter the end of the previous period (if you use accounting periods).
• Press t to enter today’s date.
• Press y to enter yesterday’s date.
• Press m to enter the last day of the month.
• Press the Plus Sign (+) to increase one day.
• Press the Minus Sign (-) to decrease one day.