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
Form / Record | Action | Shortcut Keys |
|---|---|---|
AP Invoice | Approve - Approve and New | Ctrl + Shift + A |
Approve - Approve and Close | Ctrl + Shift + K | |
Save - Save | Ctrl + S | |
Save - Save and New | Ctrl + Shift + S | |
Save - Save and Close | Ctrl + K | |
Button - Open Attachment Viewer | Ctrl + Shift + V | |
Action - Duplicate | Ctrl + M | |
Draft Transaction | Actions - Save as draft | Ctrl + S |
Create Draft | Ctrl + C | |
Tab between fields | Tab: Progress to next field Shift + Tab: Return to previous field | |
Navigate down a row in table | Enter | |
Navigate up a row in table | Shift + Enter | |
Select within field dropdown | Enter | |
Open/ Navigate dropdown fields | Down arrow | |
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 |
Inventory Keyboard Shortcuts
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 | |
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 |