Learn some secret shortcuts for power users. Kashoo has some tips and tricks that are not completely obvious, but might save a bit of time or give you access to functionality you couldn’t access any other way.
The date fields (the ones with the little calendar) support a variety of date formats beyond the usual YYYY-MM-DD or DD/MM/YYYY.
- you can type strings such as “yesterday”, “last week”, “last April”, “next Tuesday”, … it does its best to understand whatever you throw at it, so try some shorthand that suits you and see if it takes. It may be faster than the way you enter dates currently
- if you type just the month and day, it will fill in the year for you
- if you just press enter in a blank date field, it will fill in a default date (usually today’s date)
- use +10 or +5 for ten or five days from today
- use -5 or -10 for five or ten days ago
Entering Sales Taxes
When entering sales taxes, there are some shortcuts:
- Sales taxes often have a “short version” shown in the dropdown – for example, type “g” for gst
- When you don’t know the percentage of a sales tax amount, you can type in the actual amount instead; for example 3.24g would become $3.24 GST
- If you enter a percentage or an amount with no tax following, the first tax in the list is selected. So if you have GST and PST in the list, typing “5.5%” would become “5.5% GST” and typing “5″ would become $5.00 GST
- If your receipt shows the value after taxes more clearly, use the minus sign on any of the above to mark the tax as being “included” in the price. The software will calculate the before-tax amount that would have resulted in the given after-tax amount. For example, typing “-g” for a $100 purchase, where “g” means “5% GST”, would result in $95.24 in expenses and $4.76 in GST, because $95.24 + 5% is equal to $100.00
- When entering a meal receipt that includes a tip, the easy way to record the taxes correctly is to enter the total after taxes and tips as the price, and then enter the tax as an included dollar value. For example, if a meal cost $20 and you paid $1 in tax and $2 in tip, you could enter the price as $23 and the tax as -1g
For a full walk through of the scenarios discussed above, please read the article Using Taxes When Entering Income and Expenses.
Searching in Combo Boxes
Type part of an account name to search for it
Type an account number to choose that account
A combo box is a text entry field that has a pop-up list you can choose options from. It is a combination of a text field and a list.
Our combo boxes have a search function built-in. By typing part of the name/number of an account, item, country, province, customer, vendor, or payment term, it will reduce the number of items in the pop-up list to only those matching what you typed. Once you have reduced the number of choices down to just one or two, use the up and down arrow keys to select the one you are looking for and press the Enter or TAB key to select it.
One benefit of the search feature is that once you start searching it may reveal accounts that were not shown in the list because they were the wrong type. Otherwise you would have to click Show All Accounts... and then click the account you want. For example if you are buying office furniture you have to choose a Fixed Asset type of account, which isn’t shown by default in the Expense Account combo box. By typing “furn” you will see the office furniture account in the list and you can select it.
If you type the exact name or number of one of the options for that combo box, it is automatically selected and highlighted; if you see the account number of an account you want to use (or you happen to have memorized it, as many bookkeepers do) you can just type that in and press Enter or Tab to move to the next field, which be a great time saver compared to using the mouse.
Switching between the mouse and keyboard can be time-consuming for the power user in a hurry – here are some keyboard shortcuts available in the application on some browsers.
- Press the TAB key (to the left of Q on US keyboards) to jump to the next field of a form; hold SHIFT while pressing TAB to go to a previous field
- Hold SHIFT while pressing ENTER to jump to the Add button on a form
- Hold ALT while pressing S to save a bill or invoice while you are working on it
- Press ALT and LEFT to go back to the previous screen you were looking at
- Due to browser and keyboard differences, these shortcuts may vary – ALT, SHIFT, CTRL, and COMMAND might be different on other browsers, and some browsers have their own functionality for shortcut keys
- As mentioned above, you can use searching and the arrow keys to select items in a combo box
iOS (iPad/iPhone) Tips
In any of the transaction pages, if you
swipe left, you can:
- Duplicate a transaction
- Share an invoice or expense
- Delete a transaction
Additionally, if you swipe down, you can sync your transactions between the iOS app and the web app.