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Miscellaneous

Time-saving tips and tricks

These tips will help you work faster and more efficiently in the application, saving time and reducing errors.

Enter data faster

  • Add new items: Right-click a field and select
    Add [item]
    .
  • Double-click to edit or select: No need for edit or select buttons.
  • Use ENTER to save transactions: Enable this in
    Setup
     then
    User Preferences
    .
  • Set default file locations: Go to
    Setup
     then
    File Locations
    .
  • Select/deselect all items: Right-click and select
    Select all
     or
    Deselect all
    .
  • Customize screens: Use
    Edit
     then
    Options
     in data-entry screens.
  • Use multiple monitors: Right-click the screen name and select
    Floating
    .

Keyboard shortcuts and navigation

  • Date entry shortcuts: Press F4 for calendar or use number shortcuts.
  • Customize Navigation pane: Select which buttons to display.
  • Key shortcuts:
    • Save changes: ALT+N or PAGE DOWN
    • Move to end of field: F2
    • Save record in the setup screen: Page Down
  • PDF editor: Press F11 to switch toolbars.

Quick account and transaction updates

  • Assign codes to GL accounts: Select
    Actions
    , then
    Enter Trial Balance
    .
  • Bulk edit transactions: Select
    Edit Multiple Transactions
    .

Report efficiency

  • Organize reports in folders: Right-click in Reports List to create folders.
  • Reorder reports: Drag and drop in the list.
  • Save report options: Select
    Save Report Options
    .
  • View single account activity: Select
    Actions
    , then
    View Account Activity
     or CTRL+G.
  • Client activity snapshots: Select
    Actions
    , then
    Analyze Client Activity
    .

Filter and sort

  • Create custom filters: Right-click in filter fields.
  • Clear filters: Hold SHIFT when opening a screen.
  • Search and filter data: Use
    Search
     and
    Filter
     fields for grids.
  • Group items in grids: Use the
    Group by
     field.

Workpaper and engagement efficiency

  • Add workpaper links in transaction screens.
    • You can add workpaper links in the WP Reference column of the
      Enter Transactions
       and
      Enter Trial Balance
       screens that enable you to launch and view the related workpapers from the client's engagement binder in it's native application (for example, Microsoft Word, Microsoft Excel, and so forth).
  • Quickly edit or delete signoffs from Workpapers List.
    • The right-click context menu in the Workpapers List portlet includes the
      Delete Signoff
       and
      Edit Signoff
       commands, enabling you to quickly delete or change the signoff on any workpaper.
  • Add NetClient CS documents to Engagement binders easily.
    • For your NetClient CS clients, you can use the File Exchange Document portlet in the Workpapers Dashboard to quickly add NetStaff CS documents into the Engagement binder.
  • Bulk process source documents for multiple clients.
    • If you have multiple clients with pending source documents, you can use the Source Document Processing Status portlet on the Firm Dashboard to check the statuses and to transmit and retrieve the source documents for all clients at the same time.
  • Add multiple PPC Checkpoint documents at once.
    • To select several individual documents, press and hold the
      CTRL
       key while selecting the applicable documents. To select a range of documents, press
      CTRL+SHIFT
       and select the first and last documents in the range. After you select the applicable PPC Checkpoint documents, press
      ENTER
       on your keyboard to open the Workpaper Properties dialog for the selected PPC documents.

This article applies to:

  • Product: Workpapers CS