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Phoenix - User Help

Navigation: Financial > Tips

Keyboard Shortcuts - Financials

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The following shows a number of keyboard shortcuts, and where they are available throughout Phoenix.

Help Keys

Key/s

Action

Applies

F1

Help

- throughout the program

 

 

 

 

Movement Keys

Key/s

Action

Applies

Tab

Next field

- throughout the program

Shift Tab

Previous field

- throughout the program

Enter

Next field

- data entry

Alt + Underlined Letter

Performs function in which letter is underlined

- throughout the program
e.g.. Alt + S to save transaction

+ (on number pad)

Advance date forward

- date field in data entry

- (on number pad)

Brings date back

- date field in data entry

 

Editing Keys

Key/s

Action

Applies

F2

Edit

- data entry

 

 

 

Ctrl N

New

- account and card file set up

Ctrl D

Delete

- data entry

 

 

 

Ctrl C

Copy

- when editing numbers or text

Ctrl V

Paste

- when entering or editing numbers or text

Ctrl X

Cut

- when editing numbers or text

 

 

 

Ctrl HDK button up 146_v8 or F3

Next match

- Transaction entry- search for income/expense category or transfer account

Ctrl HDK button up 144_v8

Previous match

- Transaction entry- search for income/expense category or transfer account

 

 

 

+ (the plus key)

Select a transaction

- Reconcile

- Print Cheques

- GST Return (in Manual Mode)

- (the minus key)

Unselect a transaction

- Reconcile

- Print Cheques

- GST Return (in Manual Mode)

 

 

 

Alt HDK button up 146_v8

Display list of choices

- combo boxes (except in dissection entry)

Primary Keyboard Keys

Launches drop down lists

- Transaction entry and other financial fields where multiple options are available

Right click on Printer icon

Option to Preview or Set Printer Options

- Drop down arrows beside Printer icon (where available) will perform same function

Right click on dissection line

Delete the selected dissection

- Transaction entry

Click on Amount Gross or GST

Switches between Amount Gross and Amount Net GST

- Transaction entry

Click on Column Headings

Sorts the view by that heading

- e.g.. Clicking on the Date heading will sort the column by date
(excluding List in Transaction window)

 

 

Report Keys

Key/s

Action

HDK button up 144_v8

Scroll up

HDK button up 146_v8

Scroll Down

PgUp

Up one screen

PgDn

Down one screen

Ctrl PgUp

Previous page

Ctrl PgDn

Next page

Home

Top of current page

End

Bottom of current page

Ctrl Home

Top of first page

Ctrl End

Bottom of last page

CtrlHDK button up 145_v8

Scroll right

CtrlHDK button up 147_v8

Scroll left

Ctrl+ShiftHDK button up 145_v8

To right of page

Ctrl+ShiftHDK button up 147_v8

To left of page

+ (on number pad)

Zoom in

- (on number pad)

Zoom out

Ctrl W

Zoom page width

Ctrl F

Find in report (Enterprise Report)

Ctrl 0 (zero)

One page

Ctrl P

Print

 

Navigation keys

F4

Launches Transactions

F5

Launches Customer Accounts

F6

Launches Supplier Accounts

F7

Launches Reconciliation

F8

Launches GST Return

F9

Launches Bank Feeds

F11

Launches Reports

F12

Launches Budgets

Alt + C

Closes windows throughout Phoenix e.g. Enter Transactions, Bank Transactions

Alt + F4
(from Suite Screen)

Closes Phoenix

Alt + F4
(from Phoenix module)

Closes the open module, back to the Suite screen

Alt+Tab

Swaps between Phoenix and other applications

Windows + D

Minimises all applications to show the Desktop

 

Budget Keys

Key/s

Action

Enter

Next cell

Tab

Next cell

Shift Tab

Previous cell

 

HDK button up 144_v8HDK button up 145_v8HDK button up 146_v8HDK button up 147_v8

(arrow keys)

Move left, right, up, down

Ctrl HDK button up 147_v8

(Ctrl left arrow)

Page left

Ctrl HDK button up 145_v8

 (Ctrl right arrow)

Page right

PgUp

Page up

PgDn

Page down

Ctrl PgUp

Top of page

Ctrl PgDn

Bottom of page

Home

Move to first cell in the row

End

Move to last cell in the row

Ctrl Home

First row

Ctrl End

Last row

F7

Account Allocation

F8

Category Worktable

Hold down the Shift keys to select cells

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