Hotkey Highlights (and Happy Holidays) – Tips for Efficient Journal Entry

Not sure what to get that special D365 accountant in your life? Waited till the last minute and now you don’t have time to buy a gift? Show your appreciation by passing along this list of journal entry tips. Better yet, send a link to our whole series on shortcuts.

#D365Blogs: the gifts that keeps on giving – even during the holidays.

These example screenshots will be from the general ledger journal form, but are applicable across journal types in D365.

Alt+N – Create a new journal

Alt+N can create a new journal header, and also create new journal lines once the journal lines are opened.

Alt+Down – Open dropdown to select journal name

Once the new journal is created, Alt and the down arrow can be used to open the Journal name dropdown. From there, the up/down arrows can be used to toggle between available journal names and Enter can be used to select the highlighted journal name.

Tab / Shift+Tab – Toggle cell selection Right / Left

Similar to Excel, Tab and Shift+Tab can be used to move the cell selection right and left. The allows a user to update the description field without using the mouse for selection.

Using Shift+Tab, the user can move the selection to the left so that the journal batch number is highlighted. Pressing enter while the journal batch number is highlighted will have the same effect as clicking the link, allowing the user to open the journal lines without clicking their mouse.

Once inside the journal lines, Tab can be used to move horizontally across the cells. Through Personalizations, users can control which of these cells are included or skipped when tabbing.

Selecting Accounts and Financial Dimensions

Keep in mind when selecting accounts and financial dimensions that the field acts as a “begins with” filter on both the Value and the Description fields.

An asterisk can be used as a wildcard search character to override the “begins with” filter. In the example above, “*recei” can be used as a search to return all accounts containing the word “Receivables”

Alt+Shift + Right/Left – Toggle Tabs Right/Left

When it is necessary to update more values that simply what is on the list page, Alt+Shift+ the right and left arrow keys can be used to toggle across the journal’s tabs.

Alt+Delete – Delete

Everyone makes mistakes. That’s why there’s a delete button on the journal lines and header. Alt+Delete can erase that mistake without even the shake of a mouse.

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“Not a creature was stirring, not even a mouse.”