Using Shortcuts - 365 Accounts (Legacy)
You can open the shortcuts menu by clicking the keyboard (
) icon in the bottom left-hand menu, or using the shortcut CTRL + ?.
General
| Action | Shortcut |
| View/Edit Selected Tab | Return |
| Show/Hide Filters | CTRL + SHIFT + F |
| Move to Top of Table | Home |
| Move to Bottom of Table | End |
| Move to Previous Page in Table | Page Up |
| Move to Next Page in Table | Page Down |
Global Job Processor
| Action | Shortcut |
| Select All Fields in Table | CTRL + A |
| Show/Hide Filters | ALT + F |
| Approve a Docket | F10 |
| Unapprove a Docket | F11 |
| Edit Cost/Price of Docket | Insert |
| Delete a Docket | Delete |
Dockets Checks & Postings Screen
| Action | Shortcut |
| Post Selected Docket(s) | F7 |
| View Payment Transactions | F3 |
Invoicing Screen
| Action | Shortcut |
| Create Invoice of Selected Docket | F6 |
| Create Draft Invoice of Selected Docket | F12 |
| Create Bulk Invoices of Selected Dockets | F5 |
| Created Bulk Draft Invoices of Selected Dockets | F9 |
Note: To create an invoice, you must first select an Account from the filter panel.
Invoices Retrieve Screen
| Action | Shortcut |
| Email Selected Invoice | F4 |
| Download Cover Page(s) of Selected Invoice(s) | F10, 1 |
| Download Selected Invoice(s) | F10, 2 |
| Download PDF Summary of Selected Invoice(s) | F10, 3 |
| Export Docket(s) from Selected Invoice(s) | F11, 1 |
| Sage Export of Docket from Selected Invoice | F11, 2 |
| Sage Export All Dockets from Selected Invoice | F11, 3 |
| Export Summary of Docket(s) from Selected Invoice(s) | F11, 4 |
Customer Transactions Screen
| Action | Shortcut |
| Issue Credit Note for Selected Docket | F7 |
| Credit Selected Docket(s) | F8 |
| Debit Selected Invoice(s) | F9 |
| Pay Invoice | F12 |
| Download Statements | F5 |
Driver/Vehicle Accounts Screen
| Action | Shortcut |
| View Account Transactions from Selected Account | Return |
| Process All Accounts Loaded Into Table | F8 |
| Process Selected Account(s) | F9 |
| Draft Process All Accounts Loaded Into Table | F12 |
| Draft Process Selected Account(s) | F5 |
| Pay In/Out Selected Account(s) | F4 |
| Adjustment on Selected Account | F6 |
| Process Selected Driver/Vehicle | F8 |
| View/Edit Dockets for Selected Account(s) | F9 |
| Add Notes to Selected Account | F12 |
Driver/Vehicle Sheets History Screen
| Action | Shortcut |
| Download Sheet Summary from Selected Driver Group(s) | Return |
| Export BACS | F8 |
| Export Sheet Dockets of Selected Account(s) | F9 |
| Export Sheet Summary of All Accounts Loaded Into Table | F12 |
| Export Sheet Summary of Selected Account(s) | F5 |
| Sage Export of Selected Account(s) | F4 |
| Sage Export All Accounts Loaded Into Table | F6 |
Jobs Archive Screen
| Action | Shortcut |
| View Payment Transactions of Selected Job(s) | F3 |