Speeding up Data Entry in Sage 300


Data -entryData entry is inevitable in accounting, but that tedious "heads down" work doesn't have to take up so much time. When entering a large volume of transactions, switching between your keyboard and mouse can be extremely inefficient. It not only slows you down, but it can break your concentration and cause errors. 

In Sage 300, there are a set of hotkeys (keys you press on your keyboard that perform a predefined function) that save you time navigating through your system as well as two other features, Quick Mode and Templates for OE & PO that will surely help you cut down your data entry time. 

Here's a complete list of the Sage 300 hotkeys, along with information on Quick Mode and Templates for OE & PO.  I hope you'll discover something you didn't know or remind yourself of something that you should be using!

Sage 300 Navigation Shortcuts

Key

Description

Page Up

Go to the first (top) record visible in a list.

Page Down

Go to the last (bottom) record visible in a list

Ctrl/Page Up

Go to the first record in a Finder list.

Ctrl/Page Down

Go to the first record in a Finder list.

Ctrl/Tab

Move out of a grid or list to the button or field following the grid or list.

Ctrl/Shift/Tab

Move out of a grid or list to the button or field directly above the grid or list.

Home

Go to the first entry in a list.

End

Go to the last entry in a list.

Tab or Enter;

Shift + Tab or

Shift + Enter

Go to next column; or 
Go to previous column

Alt + C (or Alt + F4)

Close a form or dialog box

Alt + E

Open the Set Criteria dialogue box to specify records that will be displayed in the Finder 

Up Arrow/Down Arrow

Go up or down one line in the grid

Esc

Cancel/close a pop-up window (for example, the calendar, or a screen opened with the Zoom button.)

 

Sage 300 Data Editing Shortcuts

Key/Icon

Description

 New Icon

New Icon

Start a new record

Insert

(or Ctrl + Insert)

Insert a blank row in a grid to add a new record.

Begin a new entry when you are pointing to a field that has a New button beside it

F2

Turn on the edit mode in a list or grid. Press it again to turn off the edit mode. 

Delete (or Alt + D)

Delete the selected row or record

Alt + A

Save a new record

Alt + S

Save changes to the displayed work

 

Sage 300 Data Display Shortcuts

Icon/Button

Key

Description

 Help

F9

Display online help

 Calendar

F4, or Alt + Down Arrow

Display the calendar for a date field

 Finder

F5

Display the Finder

 Go

Go Button

F7

Display the information for a record

 Zoom

Zoom Button

F9

Enlarge the selected record by opening a detail form that displays more information from the record.

 Zoom

Zoom Button

Shift + F9

Open a second detail form (called the Zoom Detail) from a detail form.

 Navigation

Navigation Button

 

Displays the first, previous, next, or last record.

 Drill Down

Drill Down

 

Drill down to a source transaction

 Drop Down List

Drop Down List Button

 

Displays the choices you can select for a particular field by clicking the arrow button besides the list, or by tabbing to the list field and pressing the Alt and Down Arrow keys on your keyboard

Alt + P

 

Print Reports

If you prefer, you can also watch the Video tutorial on our website that shows them in action.

Shortcuts


Order Entry & Purchase Order Templates

OE & PO Templates allow you to speed up and simplify entry of orders, purchase order requisitions and purchase orders.

View this video tutorial to see how to setup and use templates.

Templates


Quick Mode

Lastly, since version 5.4, there is a feature called Quick Mode that is available in either the AP or AR invoice screen.

This feature allows you to copy fields from the existing entry or detail to new entries or details. To use it, select Quick Mode under the Settings menu in the AP or AR invoice screen.

When you click Quick Mode on the Settings menu, a separate form appears that lets you select Quick Mode settings.

You can use it to either copy header fields to new transactions in the batch or to copy line details, with many options to choose from.

Starting a new entry will automatically enter details from the previous transaction, thereby saving you keystrokes on repetitive entries.

.AP Invoice Sm