Sage Intacct keyboard shortcuts for time savings
Who doesn’t love saving time? Boost your efficiency in Sage Intacct with these exclusive keyboard shortcuts, designed to help you save time on data entry, navigation, and date selection, making your workflow smoother and more productive. You may already be using many of these keyboard tricks with other software, but some of the items below are exclusively applicable to Sage Intacct.
Why use keyboard shortcuts in Sage Intacct?
In Sage Intacct, keyboard shortcuts are special keyboard combinations that let you quickly perform actions like saving, canceling, adding, or moving through fields without using the mouse. Sage Intacct keyboard shortcuts are designed to:
- Speed up data entry by reducing mouse clicks.
- Improve accuracy by keeping your focus on the keyboard.
- Standardize navigation across records, transactions, and line-item entry.
Keyboard Shortcuts in Sage Intacct are not just convenience tools, they’re productivity boosters that help finance teams work more efficiently, reduce mistakes, and stay focused on high-value tasks rather than repetitive clicks.
Key benefits of keyboard shortcuts in Sage Intacct
- Save time
Shortcuts like Alt+S (Save) or Alt+W (Save & New) let you complete tasks instantly without navigating menus. This is especially valuable when entering large volumes of invoices, bills, or journal entries. - Reduce errors
By keeping your hands on the keyboard, you avoid mis-clicks or selecting the wrong menu option. This consistency improves accuracy in financial data entry. - Streamline workflows
Shortcuts allow smooth transitions between fields (Tab/Shift+Tab) and records, keeping your workflow uninterrupted. For example, Alt+U quickly populates data from the last bill or invoice. - Increase productivity
When you’re processing hundreds of transactions, shaving off seconds per entry adds up to hours saved. Teams can handle more work in less time. - Consistency across systems
Many shortcuts (like Ctrl+C, Ctrl+V, Ctrl+Z) are standard across applications, so users familiar with other software can adapt quickly.
Common keyboard shortcuts in Sage Intacct
General keyboard shortcuts
| Shortcut key | Action |
| Alt+S | Save. |
| Alt+Q | Cancel action. |
| Alt+W | Save record and start a new one. |
| Alt+U | Populate from last bill/invoice. |
| Alt+P | Display pick list in Sage Intacct. (Not available in Firefox.) |
| Alt+K | Go back from an error message. |
| Tab | Move cursor from the current field to the next field. |
| Spacebar | Select a checkbox. |
| Up/Down | Navigate a drop-down list. |
| Ctrl+Up/Down | Open and close the detail area for a line item in data entry screens. |
| Alt+D+Enter | Open a separate browser tab in Sage Intacct. |
| Alt D + Alt Enter | Duplicates your Sage Intacct session in another window. |
Drop-down lists
| Shortcut key | Action |
| Alt+Down Arrow | View the drop-down list. |
| Up and Down Arrows | Move up and down the list. |
| Tab | Select an item and move to the next field. |
| Letter key | Jump to the first item in the list that starts with that letter. |
| Letter sequence keys | Display all items that begin with a particular series of letters. Example: Type CH in a U.S. city field and see a list including Charlotte, Chattanooga, Chicago, Chula Vista Example: Type NEW in a U.S. state field and bring up New Hampshire, New Jersey, New Mexico, New York |
Date fields
| Shortcut key | Action |
| t | Enter current date (daTe). |
| + | Increment current date by one day. |
| – | Decrement current date by one day. |
| w | Go to the first day of the current week (Week). |
| k | Go to the last day of the current week (weeK). |
| m | Go to the first day of the current month (Month). (Type m again to go to the first day of the prior month.) |
| h | Go to the last day of the current month (montH). (Type h again to go to the last day of the prior month.) |
| y | Go to the first day of the current year (Year). |
| r | Go to the last day of the current year (yeaR). |
| Alt+Down | Open or close calendar. |
| Enter | Select. |
| Esc | Close. |
| [n] | Go to the ‘n-th’ month, current day and year. |
| /[n] | Go to the ‘n-th’ day of the current month and year. |
| //[n] | Go to the ‘n-th’ year, current month and day. |
Change date within various formats
| Date format | Instructions |
| mm/dd/yyyy | Enter 8 (for August) and tab to the next field. The system populates the date field: 08/09/2018 |
| dd.mm.yyyy | Enter /8 (for August) and tab to the next field. The system populates the date field: 09.08.2018 |
| yyyy-mm-dd | Enter /8 (for August) and tab to the next field. The system populates the date field: 2018-08-09 |
Calendar
| Shortcut keys | Action |
| PgUp/PgDn | Go to the previous/next month. |
| Ctrl+PgUp/PgDn | Go to the previous/next year. |
| Ctrl+Home | If calendar is open: Choose current month. If calendar is closed: Open calendar. |
| Ctrl+left arrow/right arrow | Go to the previous/next day. |
| Ctrl+up arrow/down arrow | Go to the previous/next week. |
| Enter | Accept selected date. |
| Ctrl+End | Close and erase the date. |
| Esc | Close calendar without selection. |
Make calculations
| Shortcut key | Action |
| + | Open calculator to start adding. |
| – | Open calculator to start subtracting. |
| * | Open calculator to start multiplying. |
| / | Open the calculator to start dividing. |
| = | Display current result. |
| Enter | Add result to a numerical field. |
Next steps
At Rand Group, we support Sage Intacct clients with comprehensive technical assistance, training, and process optimization. Our experienced team can help you maximize your productivity and efficiency, whether you need help implementing best practices, exploring process automation, or simply want to get the most out of your Sage Intacct system.
Have questions or need tailored support? Contact Rand Group today to discuss your needs or to learn more about how we can help your organization achieve more with Sage Intacct and other leading business solutions.
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