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Important Action Needed! Upcoming release will affect your favorites.
In our next release, we will be re-organizing menus as a part of ongoing feedback we have received. Because menu items are being re-named, moved, added and changed, you will need to resave your favorites as they will be lost once the release ...
Keyboard Shortcuts
Fields - Keyboard Shortcuts Action Keyboard Shortcut Switch to the next form item/execute default button action Enter Execute default button action Ctrl + Enter Switch to the next form item Tab Switch to the previous form item Shift + Tab Navigate ...
Keyboard Shortcuts - PC
Keyboard Shortcuts - PC For those who prefer the keyboard to the mouse, here’s a collection of keyboard shortcuts that work in the software. Shortcuts are grouped by application display type and also includes a section on system-wide shortcuts and ...
Keyboard Shortcuts - Common Actions (Mac)
Keyboard Shortcuts - Common Actions (Mac) Action Keyboard Shortcut Remove Del Print the active document Command + P Copy to clipboard Command + C Cut to clipboard Command + X Paste from clipboard Command + V Undo the last action Command + Z Redo the ...
Text Field Keyboard Shortcuts
Text Field Keyboard Shortcuts Action Keyboard Shortcut Toggle insert/replace mode Ins Select button F4 Open button Ctrl + Shift + F4 Clear field Shift + F4 Select current word Ctrl + W Delete character to the left of the cursor BackSpace Delete ...
Working with Trees - Keyboard Shortcuts
Working with Trees - Keyboard Shortcuts Action Keyboard Shortcut Open F2 Refresh F5 Copy F9 New Folder Ctrl + F9 Delete Row Shift + Del Move item to another folder Ctrl + Shift + M Go down one level and expand folder Ctrl + Down Go up one level (to ...
List View - Keyboard Shortcuts
List View - Keyboard Shortcuts Action Keyboard Shortcut Move from cell to cell Up, Down, Left, Right Move to the next filled or empty cell Ctrl + (Up, Down, Left, Right) Scroll up one page PgUp Scroll down one page PgDn Go to the beginning of the ...
System-Wide Keyboard Shortcuts
System-Wide Keyboard Shortcuts System-wide shortcuts Action Keyboard Shortcut Open Help F1 Open Search help Alt + F1 Get link Ctrl + F11 Go to link Shift + F11 Add to Favorites Ctrl + D Open Favorites Ctrl + Shift + B Open History Ctrl + Shift + H ...
Terms and Definitions
Terms and Definitions Documents – we use the term documents to refer to the set of items that are completed as a part of a transaction. Documents include Sales Quotes, Sales Orders, Shipments, Sales Invoices, Cash Receipts, Cash Sales, Credit ...