BTerrell Group Blog

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