Make Data Entry Faster

The multipurpose F9 function key (New batch, New pay factor, New anything) puts you into "add" mode in all component management and data entry windows.

  • Example: You just opened the Accounts/Bank Accounts window. Press F9 in the left pane and the cursor moves to the first field in the data entry pane on the right, ready for you to add a new bank account.

    • Press F9 in certain fields where the drop-down selector is available if you want to add something on the fly.

    • Example: You're adding an employee and realize that the employee justifies adding a new category. Press F9 in the Category field to go directly into "add" mode in the Category window.
    Press F6 or CTRL+F in drop-down selector lists to find items in long lists. In the Find box that opens in the upper left corner of your desktop, type a few characters of the name or number you want to find and press F6 again.

    Press F5 to display the Calculator. You can cut and paste from number fields into the Calculator, run calculations, and paste back into number fields.

    Press F8     to move back and forth in data entry windows between the left pane and the right pane.

    Assign IDs with unique beginning characters    . Then when you type one or two unique beginning characters in an ID field and press the key to move to the next field, the system completes the entry, validates the entry, and displays any defaults associated with it.

    • Example: If you have several bank accounts at Commercial Bank, give them IDs of 1Commercial, 2Commercial. In bank account ID data entry fields, when you enter 1 and press Tab or Enter, 1Commercial is entered in the field.
    Use the Plus (+) and Minus (-) keys to change the transaction date or check date forward and back one day at a time. Use the Ctrl+Plus and Ctrl+Minus keys to change the month forward and back.

    Type a letter or number     in a field that is in the range of items you're looking for to open the drop-down list near the item you want.

    • Example: You're looking for a liability account in the 2000s, but you aren't sure of the number. Enter 2 in the Account ID field. The drop-down list opens with the first account in the 2000s highlighted. You can Down-Arrow to the account you want and press Enter or click it with the mouse.
    Change the sort order of items in a drop-down list with headings, such as the Account ID list. Click the heading by which you want the list to be sorted in alphabetic or numeric order. Click again to sort in the reverse order.

    • Example: To view the Account ID selector list in account name order, open the list and click the Name bar at the top.