General Pages
| Action | |
|---|---|
| Show Keyboard Reference | |
| Invoice | |
| Checks (Think of it as write checks) | |
| Estimate | |
| Expense | |
| Receive Payment | |
| Customrs | |
| Vendors | |
| Chart of Accounts | |
| Lists | |
| Help | |
| Find / Search Transactions | |
| Help |
Transaction Pages
| Action | |
|---|---|
| Exit Transaction View | |
| Cancel | |
| Save and New | |
| Save and Send (Think of it as send as message) |
Enter Dates
| Action | |
|---|---|
| Next Day / Previous Day | |
| Today | |
| First day of the Week | |
| Last day of the Week | |
| First day of the Month | |
| Last day of the month | |
| First day of the Year | |
| Last day of the year | |
| Open the pop-up calendar icon to the right of a date field. |
Calculate Amounts and Rates
| Action | |
|---|---|
| Add / Substract | |
| Multiply / Divide | |
| Group | |
| Calculate the Result |
Navigate Form Fields and Manage Drop-down Lists
| Action | |
|---|---|
| Go forward / go backwards | |
| Check a checkbox | |
| Open a drop-down list, and open list of sub items if present | |
| Move through drop-down list | |
| Select item and move to next field | |
| Scroll through list without opening it | |
| Save Forms (Option+S for IE) |
Selecting Transactions in Account Registers
| Action | |
|---|---|
| Select the transaction type field in a new transaction row | |
| Open the list | |
| Move through the list | |
| Typing first letter of transaction selects it; repeat letters for multiples with the same start letter. | |
| Select transaction and move to next field |
Reference Number Fields (Ref # Fields)
| Action | |
|---|---|
| Increase / Decrease Ref Number | |
| Enters To Print in the Ref # field for check, bill payment, or paycheck | |
| Save transaction (Option+S in IE) | |
| Edit saved transaction |
