Settings - Shortcuts

A nice handy feature to dramatically decrease the amount of time it takes to key in descriptions on invoices and time records.

Tim avatar
Written by Tim
Updated over a week ago

Shortcuts

What are they?  They are used during data entry for time record memos, invoice descriptions and any other place where long sentences are repeated.

How do I create or edit my Shortcuts?  The Shortcuts icon can be found at the top/left of your screen, by clicking the Quick Links > Shortcut Codes

PLEASE NOTE:  It is important that all shortcut codes begin with a '/' character.  Our replacement detects this symbol and will replace it with the text you indicate in the Phrase.  If you do not precede with the '/' character, it will be automatically inserted for you.

An example of a shortcut would be /1040 and the phrase text will be automatically replace the shortcut code.  A big time saver!

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