CREATIVE SOLUTIONS ACCOUNTING
Warning
Product support for the Creative Solutions Accounting platform ended on September 30, 2020.
Help & How-To Center content for the Creative Solutions Accounting platform may be outdated and is used at your own risk.
Keyboard shortcuts are special keys (such as F1 and ESC) that you use either alone or in combination with SHIFT, CTRL, or CTRL+SHIFT. These keyboard shortcuts enable you to access various types of help, to execute certain menu commands, to quickly navigate through fields in windows and dialogs, or to open drop-down lists without having to use the mouse.
The following table lists the keyboard shortcuts in your Creative Solutions Accounting application.
| Shortcut Keys | Accessing Help |
|---|---|
| F1 or CTRL+F1 or CTRL+Y | View help for current window or dialog. |
| Shortcut Keys | Application Activity |
| CTRL+N | Open the File > New Client dialog |
| CTRL+O | Open the File > Open Client dialog |
| CTRL+P | Open the File > Print Reports dialog |
| CTRL+S | Add an item to the drop-down list in a custom fieldview |
| CTRL+W | Open a dialog to add or edit items to the drop-down list in a custom fieldview |
| Shortcut Keys | Editing |
| CTRL+X | Cut |
| CTRL+C | Copy |
| CTRL+V | Paste |
| CTRL+W | Edit a custom fieldview |
| CTRL+Z | Undo last change |
| Shortcut Keys | Navigating and Special Functions |
| CTRL+F | Find a record (based on the text you specify) |
| CTRL+L | Search within a drop-down list for specific text or character string. (Press CTRL+R to continue searching for the next instance of the character string.) |
| CTRL+R | Resume search for the next instance of specific text or character string within a drop-down list |
| F2 | Save data and return to the previous window or dialog |
| F3 | Open a "context menu" relevant to the selected dialog or field |
| F4 | Open the drop-down list attached to current field |
| F5 | Refresh display |
| F6, SHIFT+F6 | Move forward or backward among the views in Financial Reporter module |
| CTRL+F6 | Move between open windows |
| F7 | Display the popup calculator (from amount field only) |
| F8 | In Write-Up CS, switch between Transactions window and Payroll Check Entry window |
| F9 | Move to previous field |
| F10 | Move to next field |
| END | Move to last character in current field |
| ENTER | "Press" the default button |
| ESC | Close dialog without saving changes |
| HOME | Move to first character of current field |
| CTRL+HOME | Move to first record in window or dialog (while in Browse mode) |
| CTRL+END | Move to last record in window or dialog (while in Browse mode) |
| PAGE UP | Move to previous check in Payroll Check Entry dialog |
| PAGE DOWN | Move to next check in Payroll Check Entry dialog |
| TAB | Move forward through fields or make selection from drop-down list |
| CTRL+TAB | Move to next tabbed page |
| SHIFT+CTRL+TAB | Move to previous tabbed page |
|
<left arrow> |
Move one character to left within a field |
|
<right arrow> |
Move one character to right within a field |
|
CTRL+<left arrow> |
Move to beginning of field |
|
CTRL+<right arrow> |
Move to end of field |
| Shortcut Keys | Write-Up CS |
| F8 |
For a GL-only client, open the Tasks > Transactions window For a GL client with payroll (Payroll CS or the Payroll Compliance module), switch between the Tasks > Transactions window and the Tasks > Payroll Check Entry window |
| CTRL+E | Open the Tasks > Payroll Check Entry window |
| CTRL+T | Open the Tasks > Transactions window |
| CTRL+B (or ALT+B) | … Balance entry |
| F5 | … Post transactions |
| CTRL+G | … View GL activity |
| CTRL+I | … Calculate YTD income or loss |
| Shortcut Keys | Payroll CS or Payroll Compliance module |
| CTRL+E | Open the Tasks > Payroll Check Entry window |
| F5 | … Recalculate check |
| Shortcut Keys | Trial Balance CS |
| From the Trial Balance window: | |
| CTRL+A | Add accounts |
| CTRL+H | Show split-screen view |
| CTRL+S | Show entry detail |
| F6 | Show net income summary |
| From the Adjusting Journal Entries window: | |
| CTRL+A | View account adjustment activity |
| F5 | Post adjusting journal entries |
| F6 | Show net income summary |
| Shortcut Keys | Engagement CS |
| CTRL+O | Open engagement client |
| CTRL+N | New document |
| CTRL+C | Copy document |
| CTRL+V | Paste document |
| CTRL+D | Delete document |
| CTRL+ALT+R | New review note |
| CTRL+S | Document signoff |
| From an MS Excel or MS Word workpaper opened from within Engagement CS: | |
| CTRL+ALT+A | Inserts "N/A" notation at the cursor position |
| CTRL+ALT+G | Marks as procedure completed (inserts user initials and system date at the cursor position) |
| CTRL+ALT+J | Inserts a checkmark at the cursor position |
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