Time-saving tips and tricks
These tips will help you work faster and more efficiently in the application, saving time and reducing errors.
Enter data faster
- Add new items: Right-click a field and selectAdd [item].
- Double-click to edit or select: No need for edit or select buttons.
- Use ENTER to save transactions: Enable this inSetupthenUser Preferences.
- Set default file locations: Go toSetupthenFile Locations.
- Select/deselect all items: Right-click and selectSelect allorDeselect all.
- Customize screens: UseEditthenOptionsin data-entry screens.
- Use multiple monitors: Right-click the screen name and selectFloating.
Keyboard shortcuts and navigation
- Date entry shortcuts: Press F4 for calendar or use number shortcuts.
- Customize Navigation pane: Select which buttons to display.
- Key shortcuts:
- Save changes: ALT+N or PAGE DOWN
- Move to end of field: F2
- Save record in the setup screen: Page Down
- PDF editor: Press F11 to switch toolbars.
Quick account and transaction updates
- Assign codes to GL accounts: SelectActions, thenEnter Trial Balance.
- Bulk edit transactions: SelectEdit Multiple Transactions.
Report efficiency
- Organize reports in folders: Right-click in Reports List to create folders.
- Reorder reports: Drag and drop in the list.
- Save report options: SelectSave Report Options.
- View single account activity: SelectActions, thenView Account Activityor CTRL+G.
- Client activity snapshots: SelectActions, thenAnalyze Client Activity.
Filter and sort
- Create custom filters: Right-click in filter fields.
- Clear filters: Hold SHIFT when opening a screen.
- Search and filter data: UseSearchandFilterfields for grids.
- Group items in grids: Use theGroup byfield.
Payroll tax form tips
- View forms and make sure data is correct on theEdit Payroll Tax Formsscreen. From here, you can only process the information for an individual client.
- For more information, refer to theTroubleshoot forms missing from the Process Internet/Magnetic Files screen article.
Workpaper and engagement efficiency
- Add workpaper links in transaction screens.
- You can add workpaper links in the WP Reference column of theEnter TransactionsandEnter Trial Balancescreens that enable you to launch and view the related workpapers from the client's engagement binder in it's native application (for example, Microsoft Word, Microsoft Excel, and so forth).
- Quickly edit or delete signoffs from Workpapers List.
- The right-click context menu in the Workpapers List portlet includes theDelete SignoffandEdit Signoffcommands, enabling you to quickly delete or change the signoff on any workpaper.
- Add NetClient CS documents to Engagement binders easily.
- For your NetClient CS clients, you can use the File Exchange Document portlet in the Workpapers Dashboard to quickly add NetStaff CS documents into the Engagement binder.
- Bulk process source documents for multiple clients.
- If you have multiple clients with pending source documents, you can use the Source Document Processing Status portlet on the Firm Dashboard to check the statuses and to transmit and retrieve the source documents for all clients at the same time.
- Add multiple PPC Checkpoint documents at once.
- To select several individual documents, press and hold theCTRLkey while selecting the applicable documents. To select a range of documents, pressCTRL+SHIFTand select the first and last documents in the range. After you select the applicable PPC Checkpoint documents, pressENTERon your keyboard to open the Workpaper Properties dialog for the selected PPC documents.
