Do you know these Sage Intacct shortcuts?
Who doesn’t love saving time? This handy guide will help you navigate Sage Intacct faster than ever! You may already be using many of these keyboard tricks with other software, but some of the items below are exclusively applicable to Sage Intacct.
General Keyboard Shortcuts
| Shortcut Key | Action |
|
Alt+S |
Save. |
|
Alt+Q |
Cancel action. |
|
Alt+W |
Save record and start a new one. |
|
Alt+U |
Populate from last bill/invoice. |
|
Alt+P |
Display pick list in Sage Intacct. (Not available in Firefox.) |
|
Alt+K |
Go back from an error message. |
|
Tab |
Move cursor from the current field to the next field. |
|
Spacebar |
Select a checkbox. |
|
Up/Down |
Navigate a drop-down list. |
|
Ctrl+Up/Down |
Open and close the detail area for a line item in data entry screens. |
|
Alt+D+Enter |
Open a separate browser tab in Sage Intacct. |
|
Alt D + Alt Enter |
Duplicates your Sage Intacct session in another window. |
Drop-down Lists
| Shortcut Key | Action |
|
Alt+Down Arrow |
View the drop-down list. |
|
Up and Down Arrows |
Move up and down the list. |
|
Tab |
Select an item and move to the next field. |
|
Letter Key |
Jump to the first item in the list that starts with that letter. |
|
Letter Sequence Keys |
Display all items that begin with a particular series of letters. Ex. Type CH in a U.S. city field and see a list including Charlotte, Chattanooga, Chicago, Chula Vista Ex. Type NEW in a U.S. state field and bring up New Hampshire, New Jersey, New Mexico, New York |
Date Fields
| Shortcut Key | Action |
|
t |
Enter current date (daTe). |
|
+ |
Increment current date by one day. |
|
– |
Decrement current date by one day. |
|
w |
Go to the first day of the current week (Week). |
|
k |
Go to the last day of the current week (weeK). |
|
m |
Go to the first day of the current month (Month). (Type m again to go to the first day of the prior month.) |
|
h |
Go to the last day of the current month (montH). (Type h again to go to the last day of the prior month.) |
|
y |
Go to the first day of the current year (Year). |
|
r |
Go to the last day of the current year (yeaR). |
| Alt+Down | Open or close calendar. |
|
Enter |
Select. |
|
Esc |
Close. |
|
[n] |
Go to the ‘n-th’ month, current day and year. |
|
/[n] |
Go to the ‘n-th’ day of the current month and year. |
|
//[n] |
Go to the ‘n-th’ year, current month and day. |
Change Date within Various Formats
| Date Format |
Instructions |
| mm/dd/yyyy | Enter 8 (for August) and tab to the next field. The system populates the date field: 08/09/2018 |
| dd.mm.yyyy | Ex. Enter /8 (for August) and tab to the next field. The system populates the date field: 09.08.2018 |
| yyyy-mm-dd | Ex. Enter /8 (for August) and tab to the next field. The system populates the date field: 2018-08-09 |
Calendar
| Shortcut Keys | Action |
|
PgUp/PgDn |
Go to the previous/next month. |
|
Ctrl+PgUp/PgDn |
Go to the previous/next year. |
|
Ctrl+Home |
If calendar is open: Choose current month. If calendar is closed: Open calendar. |
|
Ctrl+left arrow/right arrow |
Go to the previous/next day. |
|
Ctrl+up arrow/down arrow |
Go to the previous/next week. |
|
Enter |
Accept selected date. |
|
Ctrl+End |
Close and erase the date. |
|
Esc |
Close calendar without selection. |
Make Calculations
| Shortcut Key | Action |
|
+ |
Open calculator to start adding. |
|
– |
Open calculator to start subtracting. |
|
* |
Open calculator to start multiplying. |
|
/ |
Open the calculator to start dividing. |
|
= |
Display current result. |
|
Enter |
Add result to a numerical field. |
MicroAccounting is always here to help Sage Intacct clients with your technical needs. Let us know if you have any questions!
