Documentation Index
Fetch the complete documentation index at: https://docs.dualentry.com/llms.txt
Use this file to discover all available pages before exploring further.
Keyboard Shortcuts
DualEntry exposes a set of global keyboard shortcuts for the most common record, navigation, and reporting actions. This page lists every shortcut available in the application, the action it triggers, and the contexts in which it fires. Use it as the canonical reference; the same combinations work in every screen unless noted.
Modifier keys on Mac, Windows, and Linux
DualEntry treats the Command key on macOS and the Control key on Windows and Linux as the same modifier. Every shortcut on this page that lists Ctrl works with either key - press whichever your keyboard provides. The tables use the Ctrl label to keep one canonical name, but on a Mac you press ⌘ (Command) in its place.
The same flexibility applies to keys with different physical names across platforms. Insert and Delete on a Windows full-size keyboard map to Fn+Return and Fn+Delete on a Mac compact keyboard, and the shortcut fires either way. Number-pad keys (+, -, *, /) accept the equivalent main-keyboard keys where shown - for example, Ctrl+= is treated the same as Ctrl++.
Function keys (F2 through F19) work as labeled on extended Mac keyboards and on Windows function-key rows. On laptops without a dedicated function-key row, hold the Fn key together with the appropriate top-row key to send the function-key signal - or use the equivalent Ctrl shortcut where one is listed for the same action.
Form and record shortcuts act on the record currently open in a form or selected in a list. They cover saving, line-item editing, exporting, and closing - the actions you take dozens of times per day inside a record.
| Shortcut | Action | Context |
|---|
Ctrl+S | Save the record for posting | Open record form |
Ctrl+Enter | Save the record for posting | Open record form |
Ctrl+D | Save the record as a draft | Open record form |
Ctrl+A | Select all rows | List view |
Ctrl+M | Create a new transaction | List view of a record type |
Ctrl+Insert | Add a new transaction line | Open transaction form |
Ctrl+Delete | Delete the selected transaction line | Open transaction form |
Ctrl+E | Export the current view to Excel | List and report views |
Ctrl+U | Upload an attachment | Open record form |
Ctrl+Backspace | Archive the current record | Open record form |
Escape | Close the open modal, drawer, or fullscreen view | Modals, drawers, fullscreen |
Tab | Move to the next field, or add a new line at the end of a list-level row | Form input |
Shift+Tab | Move to the previous field | Form input |
When the focus is on a list row rather than a text input, the arrow keys move the selection between rows and Space selects or deselects the focused row.
Global navigation
Global navigation shortcuts jump to a fixed location in DualEntry without going through the sidebar. They work from any page in the application as long as the focus is not inside a text input.
| Shortcut | Destination |
|---|
Ctrl+K | Open Spotlight Search (global search) |
Ctrl+G | Open Spotlight Search (alternate) |
Ctrl+L | Open Spotlight Search (alternate) |
Ctrl+H | Dashboard |
Ctrl+Home | Dashboard |
Ctrl+, | Settings - general organization settings |
Ctrl+\ | Inbox |
Ctrl+J | New journal entry |
Ctrl+I | New invoice |
Spotlight Search is the fastest way to navigate to any page, record, or report by name. For details on what it searches and how results are ranked, see Spotlight Search.
Each global navigation shortcut pushes a new entry into the browser’s history stack, so the browser’s Back and Forward buttons return you to where you came from. The shortcuts respect your role permissions: pressing Ctrl+J when your role cannot create journal entries takes you to the journal entry list with the New button hidden rather than failing silently. Ctrl+, lands on the general organization settings; navigate within Settings to find module-specific configuration once you arrive.
Quick navigation to reports
Report quick-jumps combine Ctrl+Shift with a single letter so you can land on a financial statement without losing your place in the navigation tree. These shortcuts always open the summary or default view of the named report.
| Shortcut | Destination |
|---|
Ctrl+Shift+K | Bank Match |
Ctrl+Shift+L | General Ledger |
Ctrl+Shift+I | Income Statement |
Ctrl+Shift+B | Balance Sheet |
For background on how these reports are built and what data they include, see Standard financial statements.
Each shortcut opens the report with the organization’s default filter set - typically the current fiscal period, the primary book, and the base currency. To apply a different date range, entity, or currency, change the filters from the toolbar after the report loads. If you have a custom variant of one of these reports saved as a favorite, the shortcut still opens the default summary view rather than your favorite; reach saved variants through the sidebar instead.
Function keys
Function keys provide single-press navigation to the most-used screens, plus generic record actions like duplicate and export. They work without any modifier and are useful on extended keyboards where the function row is always visible.
| Key | Action |
|---|
F2 | Duplicate the current record |
F3 | Export the current view |
F4 | Chart of Accounts |
F5 | Standard Reports |
F6 | Income Statement |
F7 | Balance Sheet |
F8 | General Ledger |
F9 | AR Aging |
F10 | AP Aging |
F12 | Bank Match |
F13 | New journal entry |
F16 | Dashboard |
F17 | Inbox |
F18 | Open Spotlight Search |
F19 | Open Spotlight Search |
Most function-key destinations have a Ctrl equivalent listed in the earlier tables - use whichever fits your keyboard. DualEntry intercepts F5 and routes it to the Standard Reports page instead of the browser’s refresh action; to refresh the browser page, use Ctrl+R instead. Keys F13 through F19 are present on Apple extended keyboards; on a standard 12-key function row, use the equivalent Ctrl shortcut where one is listed.
Currency quick-select on the number pad
Currency shortcuts switch the focused amount field to a specific currency when you are entering an amount on a form that supports multi-currency. They use number-pad keys so they sit near your right hand while typing amounts.
| Shortcut | Currency |
|---|
Ctrl++ | USD |
Ctrl+= | USD (main-keyboard alternate) |
Ctrl+- | EUR |
Ctrl+* | GBP |
Ctrl+8 | GBP (main-keyboard alternate) |
Ctrl+/ | JPY |
These shortcuts only take effect on forms where the amount field exposes a currency picker. On single-currency forms - most journal entry lines, for example - the shortcuts do nothing. For background on multi-currency configuration, see Multi-currency setup.
The shortcut changes only the currency selector on the field that currently has focus; the numeric amount you have already typed stays the same and is re-interpreted in the new currency. To convert an amount across currencies rather than reinterpret it, change the currency first and then enter the amount, or use the conversion controls in the form rather than the keyboard. These bindings are reserved at the global level, so they fire whether or not your number pad has Num Lock on - the modifier (Ctrl) is what arms them.
Date field shortcuts
Date shortcuts work while a date picker is open, including the date pickers inside record forms and report filters. They move the focused date without requiring you to type a full date string.
| Key | Action |
|---|
T | Set the field to today’s date |
+ | Advance the focused date by one day |
= | Advance the focused date by one day (alternate) |
- | Move the focused date back by one day |
The picker stays open after each keypress, so you can chain + or - to step through several days. Pressing Escape closes the picker without committing a change.
The date the picker lands on is interpreted in your browser’s local time zone, not the organization’s reporting time zone, so on a system clocked to UTC the T (today) shortcut produces the UTC date. When the field has a minimum or maximum date constraint - for example, a report filter that disallows future dates - the + and - shortcuts clamp to the nearest allowed date rather than jumping past the boundary. The shortcuts do not commit a value to the underlying form until you select the date with Enter or click it.
Where shortcuts are disabled
DualEntry intentionally suppresses global keyboard shortcuts in three contexts so that typing in form fields does not trigger global actions. The shortcuts on this page do not fire when the focus is on a standard text input element, a multi-line textarea, or DualEntry’s rich text editor. In those contexts, your keystrokes go to the field instead.
Form-internal navigation keys - Tab, Shift+Tab, and the arrow keys - continue to work inside fields because they are part of the field’s own behavior, not the global shortcut system. Escape also remains active inside fields and closes the surrounding modal or drawer when pressed.
If a shortcut on this page is not firing where you expect, click outside the input field first to move focus back to the page. List views and dashboards do not have a focused text input by default, so global shortcuts work immediately when those views are open. Form pages place initial focus on the first editable field, which means a brand-new form usually requires you to press Escape or click outside the field before a global shortcut such as Ctrl+K takes effect.
Browser-level shortcuts (Ctrl+C, Ctrl+V, Ctrl+Z, Ctrl+F, Ctrl+P, and so on) follow your browser’s defaults across every context and are not overridden by DualEntry.
Customization
Keyboard shortcuts in DualEntry are fixed. They cannot be remapped or disabled through the user interface, and there is no per-user shortcut configuration. Every shortcut listed on this page is the same for every user in every organization.
If a shortcut conflicts with one your operating system, browser extension, or assistive technology has already claimed - for example, screen-reader users who rely on Ctrl+M or Ctrl+H for their own commands - adjust or pause the conflicting source rather than DualEntry, since DualEntry cannot override its own bindings. When two sources both claim the same key combination, the one that captures the event first wins; in most modern browsers that is the operating system, then the browser, then DualEntry.
Form fields where you actively type override every global shortcut except Escape, so accessibility tools that bind their commands to text-input contexts continue to function inside DualEntry forms even when the same combination is reserved at the global level. To request a new shortcut or report a conflict with a tool you depend on, contact your DualEntry account team.