Tips and Shortcuts

This topic discusses various navigation tips, data entry shortcuts, and other time saving keystrokes.

Modern UI versus Classic UI Function Keys

Below is a list comparing function key operation between the Modern UI and Classic UI.

Key	Modern UI	Classic UI
Tab	Moves the cursor to the next cell. If the cursor is at the end of the line, it wraps to the next line.	Moves the cursor to the next cell. If the cursor is at the end of the line, it wraps to the next line.
Shift+Tab	Moves the cursor to the previous cell. When the cursor is at the beginning of the line, it goes to the last cell in the previous line.	Moves the cursor to the previous cell. When the cursor is at the beginning of the line, it goes to the last cell in the previous line.
F2	Selects cells within the table.	Selects cells within the table.
F4	No function.	In a drop-down list, F4 drops the list or pulls it up (if it is down). In a date or currency field, F4 displays the calendar or calculator.
F5	Refreshers the browser.	In a table, copies the contents of the cell immediately above it into the active cell.
F6	Moves the cursor from a component on a Web page to the browser's address bar or vice versa.	In a table, copies the contents of the row immediately above it into the active row.
F7	Browser dependent	Pulls in all the transaction entry line values, such as line entry type, line effective date, and line description from the Entry Defaults form.
Cut	Ctrl+X	Ctrl+X
Copy	Ctrl+C	Ctrl+C
Paste	Ctrl+V	Ctrl+V
Enter	Advance down spreadsheet rows.	Enters a new row and/or saves an invoice.
Arrow	Move between fields and rows.	Move between fields and rows.

Drag-and-Drop for Columns and Rows

When working in any table/grid, the columns and rows can be dragged and dropped into an order more useful to the user. Reorganizing a grid will save the new layout on a per account basis, so it will always appear in the desired order unless reset.

Note: You cannot reorganize any unposted session grids except for the Manage Sessions grid.

Columns: To drag-and-drop columns, click into the column heading and then drag that column left or right until it is in the desired order.

Rows: To drag-and-drop rows, click into any cell in the row and then drag that row up or down until it is in the desired order.

Reset Grid: The Reset Grid button will reset the specific table to its default order.

Multiple Delete Rows

When working in Transaction tables and Budget Worksheets, multiple rows of data can be selected for deletion.

Shift+Selection: While holding down the Shift key, use the mouse or arrow key to select adjoining rows of data.

Control+Selection: While holding down the Control key, use the mouse to select non-adjoining rows of data.

Drag+Selection: Click in the first desired row and data and then drag up or down to select adjoining of data.