Overview

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)	Ctrl + left-click each desired deduction
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 + left-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-click each desired cell
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