• Data Entry Tips
• Use the Calculator in Numeric Fields
• Enter Dates with Keyboard Shortcuts
• Quickly Change Companies
• Attach Notes and Files
• Renumbering Master Records
• Correcting Entries

Data Entry Tips

Short-Cut Keys

1. F8-We all know that you can copy and paste into lines in BC, but did you know it is as easy as clicking one button?  Click F8 and BC will copy the cell above into the cell you are on.
2. Enter Key – moves you to the next entry field.
3. Shift-Enter keys – move you to the previous entry field.
4. CNTRL-Shift-Enter keys – Moves you to the next entry field outside of the line items.
5. CNTRL-Insert – inserts a new line in documents
6. CNTRL-Delete – Deletes the line you are on
7. CNTRL-Shift-F12 – Maximizes or Minimizes the window you are in (shifts focus mode)

Use the Calculator in Numeric Fields

1. Calculators exist in numeric fields – You can enter a formula instead of the sum quantity.  So if you enter 18+36.5 the amount that is entered into the field is 54.50
2.  

Quick Entry

1. 1. This can REALLY help with training and cutting down on errors in data entry

Dates and Times – Shortcut entering dates and durations!

1. 2. W – specifies the work date that you can set in My Settings – this usually defaults to the current date per your system.
   3. T-specifies today’s date no matter what your work date is
   4. Examples of things to try:
      1. Tu – returns Tuesday for example
      2. P1-returns the first period in your accounting periods
   5. 1210 – Here it is tricky – as an example if my regional settings were US then this would return December 10 of the current year – if my regional settings are Europe then this would return October 12^th of the current year.

Changing Companies

1. Company Badge - In the upper right corner – near your gear icon and user ID is the company badge – usually initials of the company you are working in and color-coded.
   1. Click that icon and a list of companies appears to the right
      1. In the dropdown choose:
         1. Switch – takes you to the homescreen of the company you chose
         2. Open in New Tab – keeps your current company open and opens the chosen company in a new browser tab
         3. Open in New Tab and go to Same Page – Opens the new company in a new tab, but to the same list or transaction you are currently in the current company you are in.
2. My Settings – Click the gear icon and open My Settings. 
   1. Here you simply use the selector and choose the company you want – it will open in the current tab you are on
3. Company Hub – This is a role center that gives a financial overview across companies and environments.  This is available as an extension.
   1. Here is a dashboard summary for each company along with a direct link to the individual environments they are in.

Attaching Notes and Files

Renumbering Master Records

Correcting Entries

1. Cancel – An opposite transaction is auto-created by BC and is a duplicate of what you are canceling – quantities, amounts, items, etc. and BC then auto-applies it to the transaction you are canceling – now it is effectively voided.
2. Correct-Does the canceling as outlined above, but then creates another new document of the same type and a copy of the one you just corrected – now you can change anything on the transaction to correct it and post it again
   1. Be aware that BC does not usually allow for duplicate numbers in many fields so you may have to add something to say, the Vendors Invoice number field so that it will not duplicate the one you are correcting.

1. Even after posting you can search and correct dimensions if they were posted incorrectly.
   1. This functionality is available by searching for it with the magnifying glass OR
   2. In General Ledger Entries you can search and filter to what you need to correct, select them and then choose ‘Correct Dimensions’.
2. The Corrections are jobs and at times your partner does not have access to run jobs, so keep that In mind.
   1. They can create the job, but a domain-holding user would have to run it – at times.