Our keyboard shortcuts are designed to help you work more efficiently by reducing the need for mouse navigation. Use shortcuts for quick access to frequent actions and pages across both Mac and Windows platforms.

All shortcuts work from any screen within the application.

Control your workspace layout and viewing options:

ActionMacWindowDescription
Maximise/minimise left sidebar⌘ \Ctrl \Toggle the left side navbar to maximize your working space.
Open quick infoHover & EnterHover & EnterHover on a table row and press enter to view its quick info
Open filtersFFToggle on filters on data tables
View details pageEEQuick access to detailed information about the selected item

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Creating new items

Streamline your workflow with these shortcuts for creating new entries:

ActionMacWindowsDescription
New ledger⌥ LAlt LCreate a new ledger
New balance⌥ BAlt BAdd a new balance
New transaction⌥ TAlt TRecord a new transaction
New identity⌥ IAlt ICreate a new identity
New file upload⌥ VAlt VUpload a new file
New report⌥ RAlt RCreate a new custom report

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Transaction management

ActionShortcutsDescription
View source balance⇧ T then SNavigate to the source balance
View destination balance⇧ T then DNavigate to the destination balance
Commit transactionCCommit selected inflight transaction
Void transactionVVoid selected inflight transaction
Refund transactionRRefund selected transaction

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Anomalies management

Perform actions for managing anomalies:

ActionShortcutsDescription
Flag anomalyFManually flag selected entry as an anomaly

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Need help?

Let’s help you get started with Cloud! Whether you’re setting up your first workspace or adding Cloud to your existing tools, our team is here to help you succeed.

Contact our Support team to get answers and expert guidance on making the most of Cloud.

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