BTerrell Group Blog

Kevin Yu

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Saving Time with Intacct Shortcuts!

Posted by Kevin Yu on Fri, Dec 13, 2013

Intacct ShortcutsThere are great shortcuts to help you navigate Intacct quickly and efficiently. For those of you already familiar with Intacct shortcuts, I hope you learn at least one new shortcut to help you navigate Intacct more efficiently.  For those of you who are not familiar, I hope you find the below lists very useful as you begin using Intacct.  

While, a handful of these shortcuts are standard across many products, some are specific only to Intacct.

Shortcut Key

Description

Alt+S

Save

Alt+Q

Cancel

Alt+W

Save this record and start a new one

Alt+U

Populate from last bill/invoice

Alt+P

Display the pick list (not available in FireFox)

Alt+K

Go back from an error message

Tab

Move your cursor from the current field to the next field

Spacebar

Select a checkbox

Up/Down

Navigate a drop-down list

Ctrl+Up/Down

Open and close the detail area for a line item in data entry screens

Alt+D+Enter

Open a separate browser tab in Intacct. This is powerful when you need to look at one screen while you do a related task in another, or if you are comparing two reports.

 

The following shortcuts are most useful when selecting items from a drop-down list.

Shortcut Key

Description

Alt+Down arrow

View the drop-down list

Up and Down arrows

Move up and down the list

Tab

Select an item and move to the next field

Letter Key

Jump to the first item starting with that letter

Sequence of Letter Keys

Autofill the input box. For example, if you type Tex in a location box, the system displays Texas. If you type Ne, the system displays a list that could include Nevada, New Jersey, New Mexico and New York.

 

The following shortcuts are used to add a date in a date field. I find these shortcuts very useful in my everyday work and I think this is where many of you will learn new shortcuts to use in your daily Intacct practice.

Shortcut Key

Description

t

current date (today's date)

+

increments current date by one day

-

decrements current date by one day

w

first day of the current week

k

last day of the current week

m

first day of the current month (Type m again to go to the first day of the prior month)

h

last day of the current mont(Type h again to go to the last day of the prior month)

y

first day of the current year

r

last day of the current year

Alt+Down keys

open or close calendar

Enter

select

Esc

close

 

Note: The following date shortcuts are powerful; they produce results based on the date format chosen by your company. The following are results assuming a dd/mm/yyyy date format:

Shortcut Key

Description

[n]

'n-th' month, current day and year

/[n]

'n-th' day of the current month and year

//[n]

Select an item and move to the next field

 

Examples: Today's date is December 09, 2013. In the following scenarios, you want to enter a date with the same day and year, but change the month to 8 for August (you can change the day or year in a similar fashion):

Date Format

Description

mm/dd/yyyy

Enter 8 (for August) and tab to the next field. The system populates the date field with 08/09/2013

dd.mm.yyyy

Enter /8 (for August) and tab to the next field. The system populates the date field with 09.08.2013

yyyy-mm-dd

Enter /8 (for August) and tab to the next field. The system populates the date field with 2013-08-09

 

Calendar shortcuts: When the calendar is displayed, you can use the following shortcuts to enter dates:

Shortcut Key

Description

PgUp/PgDn

previous/next month

Ctrl+PgUp/PgDn

previous/next year

Ctrl+Home

current month or open when closed

Ctrl+left arrow/right arrow

previous/next day

Ctrl+up arrow/down arrow

previous/next week

Enter

accept the selected date

Ctrl+End

close and erase the date

Esc

close the calendar without selection

 

You can also perform simple calculations right inside Intacct’s numeric fields. When an arithmetic operator is used, Intacct displays a “tape” to view your calculations.

Shortcut Key

Operation

+

open the calculator and start adding

-

open the calculator and and start subtracting

*

open the calculator and start multiplying

/

open the calculator and start dividing

=

display current result

Enter

add result to the numerical field

 

I hope you find these shortcuts useful and learned something new, even if it was just one! I challenge you to pick a few shortcuts and actively use these next week. They will become second nature before you know it and save you time in the future!

Tags: ERP, Intacct, Intacct Shortcuts

Customize Intacct Invoice, Reports and Forms

Posted by Kevin Yu on Wed, Nov 20, 2013

Tired of dealing with complicated report writing software or needing assistance from your IT department when you want to create a simple report? Wait no longer! Intacct makes creating customized documents and the ability for you to write custom reports very easy.

Intacct provides editable templates, in MS Word format, for customizing documents you send to customers, such as invoices, sales orders, and quotes. These templates use mail merge fields that refer to Intacct fields. Intacct also provides a Custom Document Toolbar add-in for MS Word making it very simple to find and insert the correct merge field into your document. Since all of the editing is completed in MS Word, the look and feel of forms, such as invoices, sales orders, and quotes are limited by only your imagination, MS Word skills, and the formatting capabilities of MS Word.

 

Intacct Custom Document Toolbar

With Intacct’s custom report wizard and financial report writer, you can easily create reports that capture and track the metrics most important to you.  For example, the report writer below takes you step-by-step through the creation process, allowing you real-time visibility into your performance, ultimately helping you manage your organization’s growth. You can view the performance any way you prefer, as well as achieve higher quality information without the extra costs, reporting tools, and IT effort.

Intacct Custom Report Wizard & Document Report Writer

 

Interested in learning more? Please contact me for a free 30 minute consultation!

Tags: Intacct, Intacct Customization

Sage 300 ERP: Save Time With Shortcuts!

Posted by Kevin Yu on Sun, Nov 10, 2013

Sage 300 ERP TimesaversEver wonder how much time you spend switching between your mouse and keyboard when entering large amounts of data?  With these Sage 300 ERP shortcuts, you will no longer ask yourself this question.  The following Sage 300 ERP shortcuts allow you to navigate most screens by only using your keyboard.

 

 
Key Description
Page Up Go to the first (top) record visible in a list
Page Down Go to the last (bottom) record visible in a list
Ctrl + Page Up Go to the first record in a Finder list
Ctrl + Page Down Go to the last record in a Finder list
Ctrl + Tab Move out of a grid or list to the first button or field following the grid or list
Ctrl + Shift + Tab Move out of a grid or list to the button or field directly above the grid or list
Home Go to the first entry in a list
End Go to the last entry in a list
Tab or Enter Go to the next column
Shift + Tab or
Shift + Enter
Go to the previous column
Alt + C or
Alt + F4
Close a form or dialog box
Alt + E Open the Set Criteria dialog box to specify records that will be displayed in the Finder
Esc Cancel or close a pop-up form (for example, the calendar or a form opened with the Zoom button)
Up Arrow or
Down Arrow
Go up or down one line in a grid
F1 Display Help
Alt + H Display the Help menu
F2 Turn the edit mode in a list or grid on or off
F4 Display the calendar for a date field
F5 Disply the Finder 
F7 Disply the information for a record
F9 Open a detail form that displays more information about the selected record
Shift + F9 Open a second detail form (called the Zoom Detail) from a detail form
Alt + Down Arrow Display available selections for a field
Insert or
Ctrl + Insert
In a table, insert a blank row to add a new record
In a field with a New button beside it, begin a new entry
Delete or
Alt + D
Delete the selected row or record
Alt + A Save a new record
Alt + S Save changes to the displayed record

 

Of course, using your mouse as well will be more efficient as you learn to use these shortcuts. But, over time taking advantage of some of these shortcuts may add up to hours of time saved.  Happy shortcutting!

Tags: Sage Accpac ERP, Accpac, Accpac ERP, ERP Accpac, Sage 300 ERP, Sage 300 ERP Shortcuts, sage accpac shortcuts

My Intacct Advantage 2013 Experience

Posted by Kevin Yu on Fri, Nov 01, 2013

I was very fortunate to attend Intacct’s Annual User Conference last week in Las Vegas. Since this was my first conference to ever attend, I really had no idea what to expect.

Humongous burgerMy first meal at the conference was a mushroom swiss burger.  I consumed all my week’s calories in this one meal!  Check out this picture! The burger is definitely larger than the picture portrays

Then, at the opening keynote address, an electric string quartet came out playing rock music. What?! 

Now, on a more serious note, I was thrilled to see and hear firsthand how Intacct continually enhances their cloud ERP solution. I am particularly excited for their new dashboard functionality releasing in November.  I also enjoyed interacting with other partners and learning about their best of breed solutions they integrate Intacct with to provide the most value to their customers.  In-between all of the food, music and networking, I also learned many new features and best-practices by attending key break-out sessions, workshops, and panel discussions throughout the week.

Intacct Advantage 2014Overall, I could not ask for a better first conference experience. I left feeling re-energized about Intacct’s customer offerings and I can’t wait for Intacct Advantage 2014!

Tags: ERP, Intacct, cloud, cloud erp, cloud accounting software

Troubleshooting Sage 300 ERP Issues with RVSpy

Posted by Kevin Yu on Thu, Oct 10, 2013

When troubleshooting issues with Sage 300 ERP or integrated 3rd party applications, a great tool to use is RVSpy.

To run RVSpy, go to Start > All Programs > Sage > Sage 300 ERP 2012 > Tools > RVSpy. Below is an example of the RVSpy window:

RVSpy Window Example resized 600

RVSpy is very useful because it records all API calls to the Sage 300 ERP views. You can choose to output to the RVSpy window or write it to a file. When outputting to the RVSpy window, I like to change the number of lines to 9999 so have a higher likelihood of capturing any errors if they do not occur at the end.

RVSpy4 resized 600   RVSpy

Be sure to turn RVSpy Off when the error occurs.

Turn RVSpy Off

By doing so, the problem will be near the bottom of the log file.

Please note that while RVSpy is On, Sage 300 ERP processes will run significantly slower. If you are able to determine exactly when an error occurs, you can leave RVSpy off and turn it on right before the error happens to speed up the process.

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Tags: Sage 300 ERP, RVSpy