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 listsCtrl 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 Option key on macOS and the Alt key on Windows and Linux are likewise the same modifier. Shortcuts that list Alt use Option on a Mac.
No default binding uses the Insert key. Mac keyboards do not have one, so a combination built on it would be unreachable for a large share of users, and DualEntry picks a different key wherever Insert would otherwise be the obvious choice.
Function keys (F2, F4, F5, F9, F10) 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. You can also use the equivalent Ctrl shortcut where one is listed for the same action.
Keyboard Shortcuts menu
The Keyboard Shortcuts menu is the in-app catalog of every command DualEntry registers. Open it withCtrl+Shift+P from almost anywhere, including while focus is inside a text field. The menu opens as a drawer titled Keyboard Shortcuts.
In the drawer you can search by action name or key combination. Select a row to run the command (when it is available on the current page), rebind a customizable command, disable a command, or reset an override back to the default. Commands without a binding show as Unbound or Disabled. Closing the drawer with Escape dismisses it without changing your bindings.
Ctrl+Shift+P is itself customizable. If you rebind or disable it, use any remaining path your organization provides to reach the menu, or reset that command from another browser profile where the default still applies. DualEntry stores overrides in your browser’s local storage for this origin, so they follow the browser profile rather than your DualEntry user account across devices.
Customize shortcuts
Most shortcuts are customizable from the Keyboard Shortcuts menu. Open the menu, find the command, then use Rebind to record a new combination, Disable to unbind it, or Reset to restore the default after you change it. When you rebind, DualEntry records the next keystroke combination you press and blocks the save if another command already uses that combination. Platform dismissal withEscape (close drawer or modal, and clear list selection) is not customizable, so those behaviors stay consistent across the app. A disabled command stays in the catalog labeled Disabled until you rebind it or reset it.
Overrides apply only in the browser where you set them. Clearing site data for DualEntry removes overrides and restores defaults. If a combination conflicts with your operating system, browser extension, or assistive technology, pick a different binding in the menu or adjust the other tool. Browser-level shortcuts such as Ctrl+C, Ctrl+V, Ctrl+Z, and Ctrl+F follow your browser’s defaults and are not overridden by DualEntry.
Form and record actions
Form and record shortcuts act on the record currently open in a form or detail view. They cover saving, line-item editing, duplication, approvals, and record tabs.
Record-tab shortcuts only fire when that tab exists on the page and is not already open. Approve and reject fire only when those actions are available for the record. When 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.
List view actions
List shortcuts act on the current list page: selection, filters, layout, export, archive, and creating a new record of the list’s type.
List shortcuts require the matching control to exist on the page. For example,
Alt+M creates a record only when you have permission to create that type, and calculate only appears on lists that support bulk calculation. Escape clears selection when rows are selected; with no selection and an open overlay, Escape closes the overlay instead.
Accounting Setup shortcuts
Accounting Setup shortcuts run only when the matching action is available. Permissions, loading state, disabled controls, selection, and the topmost open drawer or modal determine availability. This section covers the seven pages in the Accounting Setup sidebar group: Chart of Accounts, Currencies, Terms, Payment Methods, Custom Fields, Classifications, and Items.Escape resolves against the topmost surface. With a drawer or modal open it closes that surface; on the list with rows selected and no drawer open it clears the selection instead.
Currencies supports current-page selection, clearing the selection, and
Alt+M to add a currency. Form, archive, and filter shortcuts do not apply to Currencies.
Deleting a custom field has no keyboard shortcut; use the Delete button in the custom field drawer. Edit, Activate, Deactivate, Merge, Set Parent, Bulk Edit, Renumber, and the currency Toggle action remain button or menu actions.
Global navigation
Global navigation shortcuts jump to a fixed location without going through the sidebar. They work from any page as long as focus is not inside a text input (exceptCtrl+Shift+P, which also works inside fields).
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 navigation shortcut pushes a new entry into the browser’s history stack, so Back and Forward return you to where you came from. Shortcuts respect role permissions: for example,
Ctrl+J registers only when your role can create journal entries.
Settings and admin navigation
Settings and admin shortcuts open specific configuration pages. Use them when you move between personal preferences, integrations, audit trail, and Accounting Intelligence screens often enough that the sidebar is slower than a keystroke.
These destinations still enforce the same permissions as navigating from the UI. If your role cannot open a page, the shortcut either does not register or lands where the product already sends unauthorized users for that route.
Quick navigation to reports
Report quick-jumps open the summary or default view of a named report. Core statements useCtrl+Shift plus a letter; additional reports and report actions use the combinations below.
For background on how standard reports are built and what data they include, see Standard financial statements.
Each navigation shortcut opens the report with the organization’s default filter set, typically the current fiscal period, the primary book, and the base currency. Change filters from the toolbar after the report loads. Saved favorites are not opened by these shortcuts; reach saved variants through the sidebar. Report actions (
Ctrl+Shift+0, Ctrl+Shift+E, Ctrl+Shift+N) fire only on report pages that expose those controls.
Function keys
Function keys provide single-press navigation and duplication on keyboards where the function row is available.
Most function-key destinations have a
Ctrl or Ctrl+Shift equivalent in the earlier tables. 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. On a laptop that needs Fn for function keys, prefer the Ctrl equivalents when Fn is inconvenient.
Currency quick-select
Currency shortcuts switch the focused amount field to a specific currency when you are entering an amount on a form that supports multi-currency.
These shortcuts only take effect on forms where the amount field exposes a currency picker. On single-currency forms 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.
Copilot shortcuts
Copilot shortcuts open, reset, or re-run Accounting Intelligence chat from the keyboard.
Clear Copilot session appears in the Keyboard Shortcuts menu with no default binding. Assign a combination with Rebind if you use that action often. Copilot shortcuts require access to Accounting Intelligence on your organization and role.
Module-specific actions
Module shortcuts cover invoice, bill, approval, revenue recognition, allocations, and form tooling. They register only on pages that expose the matching action.
Invoice send shares the default combination
Ctrl+Alt+M with the MCP servers navigation command in the catalog. If both are active in your workflow, rebind one of them in the Keyboard Shortcuts menu so each action has a unique combination. Module shortcuts never appear on unrelated pages, so a revenue recognition binding does not fire on an unrelated list.
Bank match shortcuts
Bank match has its own set of bindings, because matching is a high-volume task where reaching for the mouse between rows is the slow part. They register only on the Bank Match page under Close Management → Close Workflows.Enter is the one to learn first: with a row selected, it commits the match without leaving the keyboard, which is what makes a long statement tractable. Shift+I is the counterpart to Shift+Delete, and it uses I rather than Insert for the reason given above.
For how matching itself works, see Bank Match AI.
Where shortcuts are disabled
DualEntry suppresses most global keyboard shortcuts while focus is on a standard text input, a multi-line textarea, or DualEntry’s rich text editor. This keeps typing from triggering global actions, and your keystrokes go to the field instead. The Keyboard Shortcuts menu shortcut (Ctrl+Shift+P by default) is an exception: it remains available inside text inputs so you can always open the catalog. 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. 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. You can also open the Keyboard Shortcuts menu and confirm the command is not disabled or rebound. 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. In that case, press Escape or click outside the field before a global shortcut such as Ctrl+K takes effect.
Related reading
- Spotlight Search - the global search opened by
Ctrl+K. - Standard financial statements - the reports reached by
Ctrl+Shiftand function-key shortcuts. - Multi-currency setup - context for the currency quick-select shortcuts.