Keyboard shortcuts
A few keys to work without the mouse: open an entry from any page, chain entries without closing the window, and jump between the pages of an engagement.
The essentials
| Keys | What it does |
|---|---|
| Ctrl + E | Opens the New entry window, from any page |
| Ctrl + Enter | In the entry window: saves and moves on to the next one. In a pipeline comment: posts the comment. |
| Alt + 1 to 9 | Opens a page of the engagement (list below) |
| Ctrl + K | Search: a page of the engagement, an entry, a client |
| / | In pipelines: puts the cursor in the search box (Canadian French keyboard: Shift + 3, or the slash on the numeric keypad). Esc clears it. |
| Y N A | In compilation forms: answers Yes, No or N/A to the selected question (details below) |
| Esc | Closes the open window |
Ctrl+E: a new entry, from anywhere
In an engagement, Ctrl + E opens the New entry window in the middle of the screen, on top of the page you are on: the trial balance, the general ledger, a worksheet. The client's name and the fiscal year are shown under the title. Once the entry is saved, you are still on the same page.
Outside an engagement (dashboard, client list), Ledger first asks "Which dossier?": type a few letters of the client's name, pick the fiscal year with the arrows, then Enter. Closed fiscal years are not offered, since they no longer accept entries.
Ctrl+Enter: chain entries
To post a series of entries, press Ctrl + Enter instead of clicking Save. The entry is saved and the window starts over, empty, for the next one, with the same date and the same type of entry. The cursor waits in the description, and the bottom of the window counts the entries posted: "3 entries saved, the next one is ready".
- The amount you are typing is taken into account: no need to leave the field first.
- If the entry does not balance, nothing is saved and the cursor stays where it was.
- When you edit an existing entry, Ctrl + Enter saves and closes, like the button.
- Esc closes the window without saving the current entry. The ones already saved stay saved.
Alt+1 to Alt+9: the engagement's pages
In an engagement, these keys go straight to its most used pages:
| Keys | Page |
|---|---|
| Alt + 1 | Trial balance |
| Alt + 2 | Adjusting entries |
| Alt + 3 | Virtual case |
| Alt + 4 | Groupings |
| Alt + 5 | Bank transactions |
| Alt + 6 | General ledger |
| Alt + 7 | Reconciliation |
| Alt + 8 | Tax report |
| Alt + 9 | Financial statements (Print and configuration) |
The key is shown in grey to the right of each page in the engagement's left menu. Use the digits in the top row of the keyboard: on Windows, Alt with the numeric keypad types characters (such as Alt + 0233 for é).
Ctrl+K: find a page, an entry or a client
Ctrl + K opens search, like a click on the "Search" bar at the top of the screen. Type a few letters:
- a page name ("general", "assets", "tax"): every page of the engagement, with its Alt key when it has one;
- an entry number, a description, an account or an amount: the engagement's entries;
- a client's name: their client page.
The arrows select, Enter opens, Esc closes.
Compilation forms: answer from the keyboard
In Forms (compilation), click a question (C1-10, C3-10, file closing…): it gets a blue outline. Then:
| Keys | What it does |
|---|---|
| Y | Yes |
| N | No |
| A | N/A (not applicable) |
| ↓ ↑ | Next or previous question |
| Esc | Leaves the question |
After an answer, the next unanswered question is selected for you. An unfavourable answer (for example “No” to “Does management understand the limited nature of the engagement?”) turns amber: the cursor moves to the explanation, to be filled in before concluding. The keys do nothing while you are typing in a field.
The browser keeps some keys for itself: Ctrl + W closes the tab, Ctrl + T and Ctrl + N open one, and no website can use them. Ctrl + 1 to 9 switch tabs: Ledger leaves them to the browser, so you can keep several engagements open side by side.
While an entry (or any other window) is open, Alt + 2 does not change page and Ctrl + E does not open a second entry: you never lose work in progress. Close the window first.
Frequently asked questions
I press Alt+3 and nothing happens.
Check three things: you are in an engagement (the Alt keys only open an engagement's pages), no window is open, and you use the digit in the top row of the keyboard, not the one on the numeric keypad.
Ctrl+E sends me to the browser's address bar.
The key reached the browser instead of Ledger. Click once in the Ledger page, then try again. If Ledger was just updated, refresh the page once (F5).
What about a Mac?
The same shortcuts, with ⌘ instead of Ctrl (⌘ + E, ⌘ + Enter, ⌘ + K) and Option instead of Alt for pages.