There 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 month (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!
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