Keyboard shortcuts

Everywhere

• Open search⌘K
• Open search (when you're not typing in a box)/
• Close the right-most panel (Matters, Clients, Diary, Client Portal, Members, Reports)Esc

In search

• Move through results↑↓
• Open the highlighted resultEnter
• Accept the suggested completionTab
• Close searchEsc

Matters and notes

• Open the focused matter in the listEnter
• Create the matter (New matter form)⌘Enter
• Save a note⌘Enter
• Save a reminder (or ⌘ Enter); Esc cancelsEnter

Transactions

• New transaction (on the Transactions page)N
• Switch transaction type in the New transaction window⌥1–6
• Next fieldEnter
• Save⌘Enter
• CloseEsc
• After saving: print receipt, print statement, add a reminderPSR
• After saving: open in the ledger, capture anotherLA

The ? button in the New transaction window shows these at any time.

Filter bars

• Turn the words you've typed into chipsEnter
• In an empty box: remove the last chipBackspace
• Clear the textEsc

Bulk Entry

• Move down (adds a row at the end)Enter
• Next cell; on the last cell, adds a rowTab
• Insert a rowAltEnter
• Save⌘Enter

Reconciliation and Members

• Move between lines or members↑↓
• Accept a suggested match (Reconciliation)A
• Open the member (Members)Enter
• CloseEsc

Lists in Settings

• Add or save an entryEnter
• CancelEsc