Keyboard shortcuts in back office input screen for invoice processing

Modified on Thu, 30 Jul at 8:49 AM

The keyboard shortcuts below allow you to enter and process invoices faster and more efficiently in the input screen, without using your mouse.



Navigate between sections

Use these to navigate between the different sections within the entry screen.

  • Windows: Ctrl + Up Arrow/Down Arrow
  • Mac: Cmd + Up Arrow/Down Arrow



Add invoice lines

Use these to add a new invoice line when you’re in the invoice lines section.

  • Windows: Ctrl + Enter
  • Mac: Cmd + Enter



Navigate between fields

These keyboard shortcuts are the same on Windows and Mac.

  • Tab: move to the next field
  • Shift + Tab: move back to the previous field.



Use Enter and Space to activate buttons

These keyboard shortcuts are the same on Windows and Mac.


Important to know: Enter is no longer a general shortcut for saving.

Enter and Space only activate a button when that button has focus. This means: use Tab to navigate to the desired button, and once it’s highlighted, press Enter or Space to activate the button.


This applies to the following buttons:

  • Process (note: this is the button at the bottom of the screen, not the button in the toolbar): Enter or Space
  • Upload: Enter or Space
  • Add invoice line: Enter or Space
  • Delete invoice line (the “X” icon next to an invoice line): Enter or Space



Open and close dropwdown menus

Dropdown menus follow a slightly different logic:

  • Open: Use the Tab key to navigate to the dropdown menu. Once it is highlighted, press Space to open it.
  • Close: Press Enter.



Quick overview


Windows

  • Ctrl + arrow keys: navigate between sections
  • Ctrl + Enter: new invoice line
  • Tab / Shift+Tab: next / previous field
  • Enter (when focused on a button): Complete, Upload, Add Invoice Line, Delete Invoice Line
  • Space (when focused on a dropdown): open dropdown
  • Enter (when focused on a dropdown): close dropdown.


Mac

  • Cmd + arrow keys: navigate between sections
  • Cmd + Enter: new invoice line
  • Tab / Shift+Tab: next / previous field
  • Enter or Space (when focus is on a button): Finish, Upload, Add Invoice Line, Delete Invoice Line
  • Space (when focus is on a dropdown): open dropdown
  • Enter (when focus is on a dropdown): close dropdown.


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