Keyboard Shortcuts in EqualSide Invoice

Keyboard shortcuts / hotkeys enable you to use EqualSide Invoice with ease and convenience. You can instantly perform actions within the application using the keyboard shortcuts.

General

You can use the following shortcuts from anywhere in the organization and they would take you to the respective page or perform the particular action.

Say, you are looking into the Reports of an organization and you would like to quickly navigate another organization of yours. You can just press in your keyboard from any module to view the list of organizations you have in EqualSide Invoice.

Likewise, the following actions are common to all modules:

Keys	Description
	Jump to the Search Bar. Search by modules or click Advanced Search.
	Open the Settings page in the current window.
	Navigate to your list of Organizations in EqualSide Invoice.

Go To Actions

You can use the following shortcut keys to navigate to a specific tab. These could be the most common actions you perform day-to-day.

Just like the General Shortcuts, these actions are also common to all the modules. They are:

Keys	Description
	Jump to the the Invoices tab.
	Jump to the the Estimates tab.
	Jump to the the Credit Notes tab.
	Jump to the the Expense tab.

Module Level Actions

Once you’ve navigated to a particular module, you can use the following shortcut keys to perform actions specific to a particular module. This action is applicable only to the Estimates, Invoices, Payments Received, Credit Notes and Expenses modules of EqualSide Invoice.

Let’s say you are planning to move all data from one organization to another. The Module Level Actions let’s you complete them really quick! Click to export data from one organization and click in your other organization to import the files.

Keys	Description
	Create a New Transaction.
	Email all/multiple transactions from the same module.
	Print all/multiple transactions from the same module.
	Download all/multiple transactions from the same module as a PDF.
	Import all data to a particular module from your computer.
	Export all data from a particular module to your computer.
	Select all transactions in a specific module
	Select all transactions between two intervals.

Transaction Level Actions

After you have selected a transaction, you can use the following shortcut keys to perform actions at the transaction level. The following shortcuts let you perform actions quickly without having to reach for a mouse.

Keys	Description
	Edit an existing transaction.
	Mail a transaction.
	Print a transaction.
	Download transactions as a PDF.
	Save transactions when you create them.
	Save and Print a transaction.

Creation Actions

What are keyboard shortcuts for if they don’t let you create transactions in a flash? The following shortcuts will help you create new transactions across various modules from anywhere in the organization.

Keys	Description
	Create a new Invoice.
	Create a new Estimate.
	Create a new Credit Note.
	Create a new Expense.

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