Keyboard shortcuts can be used throughout the system to help make data entry more efficient for the User. R365 provides a variety of Accounting and Operations-related shortcuts to assist in data entry.
Accounting Keyboard Shortcuts
Classic Experience
|
Form / Record |
Action |
Shortcut Keys |
|---|---|---|
|
AP Invoice |
AP Invoice | Approve | Approve |
Ctrl + A |
|
AP Invoice | Approve | Approve and New |
Ctrl + Shift + A | |
|
AP Invoice | Approve | Approve and Close |
Ctrl + Shift + K | |
|
AP Invoice | Save | Save |
Ctrl + S | |
|
AP Invoice | Save | Save and New |
Ctrl + Shift + S | |
|
AP Invoice | Save | Save and Close |
Ctrl + K | |
|
AP Invoice | Button | Open Attachment Viewer |
Ctrl + Shift + V | |
|
AP Invoice | Action | Pay Bill |
Ctrl + Shift + B | |
|
AP Invoice | Action | Duplicate |
Ctrl + M | |
|
AP Credit Memo |
AP Credit Memo - Approve and New |
Ctrl + Shift + A |
|
AR Credit Memo |
AR Credit memo - Approve and New |
Ctrl + Shift + A |
|
AR Invoice |
AR Invoice - Approve and New |
Ctrl + Shift + A |
|
AP Payment |
AP Payment - Approve and New |
Ctrl + Shift + A |
|
AR Payment |
AR Payment - Approve and New |
Ctrl + Shift + A |
|
Bank Deposit |
Bank Deposit - Approve and New |
Ctrl + Shift + A |
|
Bank Expense |
Bank Expense - Approve and New |
Ctrl + Shift + A |
|
Bank Transfer |
Bank Transfer - Approve and New |
Ctrl + Shift + A |
|
Item Transfer |
Item Transfer - Approve and New |
Ctrl + Shift +A |
|
Waste Log |
Waste Log - Approve and New |
Ctrl + Shift + A |
|
User Roles |
User Roles - Save |
Ctrl + S |
|
Franchisee Daily Sales |
Franchisee Daily Sales - Save |
Ctrl + s |
Smart Ops Experience
|
AP Invoice |
Entering in New Items - Navigate Over a Row |
Tab |
|
Entering in New Items - Navigate Down a Row |
Enter / Return | |
|
Purchase Orders |
Entering in New Items - Navigate Over a Row |
Tab |
|
Entering in New Items - Navigate Down a Row |
Enter / Return | |
|
Waste Logs |
Entering in New Items - Navigate Over a Row |
Tab |
|
Entering in New Items - Navigate Down a Row |
Enter / Return |
Operations Keyboard Shortcuts
Smart Ops Experience
|
Form / Record |
Action |
Shortcut Keys |
|---|---|---|
|
Inventory Counts |
Entering in New Items - Navigate Over a Row |
Tab |
|
Entering in New Items - Navigate Back a Row |
Shift / Tab | |
|
Entering in New Items - Navigate Down a Row |
Enter / Return | |
|
Entering in New Items - Navigate Up a Row |
Shift / Enter | |
|
Item Transfers |
Entering in New Items - Navigate Over a Row |
Tab |
|
Entering in New Items - Navigate Down a Row |
Enter / Return |