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15063: Navigation and Hot Keys (DAS)


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Drake Accounting®: How do I navigate menus? What are some hot keys or keyboard shortcuts that I can use? 

 

Drake Accounting® uses a layout where there is a tree view on the left side of the program.

Click on the plus sign (+) beside the appropriate section to view various setup screens, reports, forms, and modules. Select the desired module and it will become the active screen. After making any desired entries, you can click Save or Exit (as applicable) or select a new module to continue working.

If you close out of any screen without selecting a new module, you will be returned to the Client Selector window showing the active client highlighted. 

Watch the Navigating Through Drake Accounting® video for a demonstration.

To aid you with navigating within the software, there are several hot key combinations that you can use in Drake Accounting®. See the below table for the desired action and the corresponding shortcut. 

Desired Action Hot Key/Combinations 
Hide/Show Tree Menu  CTRL + Shift + T 
Open Drake Accounting Knowledge Base  F1 
Move cursor forward one field  Tab or Enter 
Move cursor within a field  ← or  →
Delete character behind the cursor  Backspace 
Delete character in front of the cursor   Delete 
Override Deductions & Benefits with default values under Employee Setup F3 
Select more than one deduction (Deductions & Benefits Setup)  Hold CTRL + Left mouse click each deduction to select 
Copy  CTRL + C 
Cut  CTRL + X 
Paste  CTRL+ V 
Select all (only in Bank Reconciliation)   CTRL + A
 Add transactions in the Journal Enter or Insert or CTRL + N 
Delete transactions in the Journal  CTRL + D 
Save transactions in the Journal  CTRL + S 
Selects multiple (sequential) cells in the Journal and fills them with the value entered in the cell with the blinking cursor  Shift + Click or Drag 
Selects individual (non-sequential) cells in the Journal and fills them with the value entered in the cell with the blinking cursor  Hold CTRL + left mouse click each cell to select 
Print simple reports from data grid contents (Chart of Accounts, Transactions screens, Bank Reconciliation, etc.)  CTRL + P or CTRL + PrtScn 
Log out  CTRL + L 
Takes user to the first tab that displays when opening the screen (when in a screen that has multiple tabs)  Home 
Takes user to the last tab that displays when opening the screen (when in a screen that has multiple tabs)  End 
Moves to the next or previous page  PgUp 
Moves to the next or previous page  PgDn 
"Quick Save" a pie chart or bar graph (Client Health)  CTRL + S
 Zoom out (Client Health) CTRL + - 
Zoom in (Client Health)  CTRL  and + 
Open Chart Options (Client Health)  CTRL + E 
 Refresh (Reports Print Preview) CTRL + R 
Undo (Reports Print Preview)  CTRL + Z 
Redo (Crystal Reports Print Preview)  CTRL + Y 
To bold when one or more fields are selected and fonts can be changed  CTRL + B 
To italicize when one or more fields are selected and fonts can be changed  CTRL + I 
To underline when one or more fields are selected and fonts can be changed  CTRL + U 

         


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