Shortcut Keys by Module

Users on System

View logged-in users

i

Log out users

g

Log out on simple grid. Single key for all rows

o

Previous page

\

Next page

/

Manage Servers and Applications

Log out users

g

Enable connections

e

Disable connections

s

View disabled components

i

Enable (common for all rows)

n

System Messages

View system messages

i

Calendar start

[

Calendar end

]

Show Details

s

Delete system messages

e

Delete All system messages

l

Select All system messages

+

Anchor tag for error details. Same for each row

u

Previous page

\

Next page

/

Print Error Details page

p

Close

l

Running Tasks and popup menu

View Running Tasks

i

Stop running task from popup menu

x

View log from main page and popup menu

q

From Running Task Log page, navigate to top

q

Refresh

r

Close

l

Extended Analytics

Save template as

s

Delete template

p

Refresh template

o

Create Star Schema

c

Delete Star Schema

e

Update Star Schema

u

Save Template for Extended Analytics

Save template

s

Cancel

l

Data Audit

Start date

[

End date

]

Previous

\

Next

/

POV

Same as POV bar

View

i

Clear log

l

Export

x

Task Audit

Start date

[

End date

]

Previous

\

Next

/

View

i

Clear log

l

Export

x

Task Audit Export page

OK

o

Load Security

Security file

m

Load

l

Back to Load Security

k

Load Metadata

Metadata file

m

Load

l

Scan

s

Back to Load Metadata

k

Select All

g

Deselect All

q

Load Member Lists

Member list file

m

Load

l

Scan

s

Back to Load Member Lists

k

Load Rules

Rules file

m

Load

l

Scan

s

Back to Load Rules

k

Load Data

Load

l

Scan

s

Back to Load Data

k

Load Journals

Journals file

m

Load

l

Back to Load Journals

k

Load Intercompany Transactions

Load

l

Scan

s

Back to Load Intercompany Transactions

k

Extract Security

Extract

m

Back to Extract Security

k

Extract Metadata

Extract

m

Back to Extract Metadata

k

Select All

g

Deselect All

q

Extract Member Lists

Extract

k

Extract Rules

Extract

k

Extract Data

Extract

m

Back to Extract Data

k

Extract Journals

Extract

m

Back to Extract Journals

k

Extract Intercompany Transactions

Extract

m

Back to Extract Intercompany Transactions

k

Create application

Create

c

Register Application

Register

r

Close

l

Create Classic application

Navigate

n

Administer

a

Classic Application Administration

c

Consolidation Administration

c

Create application

c

Delete application

d

Register application

r

Consolidation System Messages

t

Consolidation Users on system

o

Manage Consolidation Servers and Applications

v

Object palette (Left-side navigation)

Browser View: Tree

b

Browser View: List

0 (zero)

Project View

j

Navigate

Use TAB key

Navigate through the Tree and List

Use the Up and Down arrow keys

Expand and collapse the tree nodes

Use the Right and Left arrow keys

Select nodes

Use the Spacebar

User preferences

Save

s

Reset

r

Member Selector

OK

o

Cancel

l

Previous

\

Next

/

Textbox selected value

— (dash)

Textbox top name

k

Dropdown selector

g

Description

'

Filter

=

Validate selected value

i

Clear selected value

y

Find previous value

u

Find next value

v

Click to select a list

Shift + :

Drill up

. (period)

Clear the checked item

[

Expand selected list

Shift + | (pipe key)

Check all

]

Move selected item up

Shift + {

Move selected item down

Shift + }

Tree

x + Tab

List

; + Tab

fn

' (apostrophe)

Cur

, (comma)

Sort

Shift + ?

POV Bar

Scenario

!

Year

@

Period

#

View

$

Entity

%

Value

^

Account

&

ICP

*

Custom1

(

Custom2

)

Custom3

-

Custom4

+

Calendar

Previous year

r

Previous month

p

Next month

n

Next year

x

Close calendar

l

Data Grids and Data Forms

Activate

For data grid: Space

Data Forms are activated by default.

Move to next cell in a row

Right arrow

For Data Forms: right arrow and Tab

Move to previous cell in a row

Left arrow

For Data Forms: left arrow, Shift and Tab

Move to next row

Down arrow

Move to previous row

Up arrow

Move to top left cell

Ctrl + Home

Data grid works only on the displayed cells. Data forms works on all the data.

Move to right bottom cell

Ctrl + End

Data grid works only on the displayed cells. Data forms works on all the data.

First cell in a row

HOME

Last cell in a row

END

First cell in a column

PAGEUP

Last cell in a column

PAGEDOWN

Enter edit mode in a cell

F2

Finish editing and move one cell down

Enter

Finish editing and move one cell right

Tab

Access context menu

Data Grids: F9

Data Forms: F9

Row header context menu available in Linked form and preview form

Data Grids: unavailable

Data Forms: w

Column header context menu available in Linked form and preview form

Data Grids: unavailable

Data Forms: n

Lines context menu available in Linked form and preview form

Data Grids: unavailable

Data Forms: o

Document Manager (Main window)

All

1

Tasklists

2

Data Forms

3

Data Grids

4

Report

5

Link

6

Related Content

7

Custom documents

8

New folder

l

Print

p

New task list

w

New data grid

w

New data form

w

New link

w

New Web form

w

New report

w

Edit

i

Add to Favorites

p

Delete

e

Load

o

Extract

x

Show private documents

q

Hide private documents

q

Browse

s

Load local reports

Select report

m

Open

o

Print

p

New Folder

OK

o

Cancel

l

Load Documents

OK

o

Cancel

l

Finished

y

Load more files

x

Save Documents

OK

o

Cancel

l

Creating Intercompany Partner Reports

Print/Preview

w

Save remote

m

Save local

s

Close

l

Entity Selector

q

Add Entity Account

+

Remove Entity Account

-

Add Partner Account

y

Remove Partner Account

x

Creating Explore Data Reports

Print/preview

w

Save remote

m

Save local

s

View as XML

x

View as RPT

p

Close

l

Print report options

OK

o

Cancel

l

Overrides for generation of Intercompany reports

OK

o

Cancel

l

Entity selector

g

Partner selector

q

Overrides for generation of Journal reports

OK

o

Favorites

Remove

m

Clean

l

Related Content (Tree View)

Resource document

i

Select resource document

v

Clear document

u

Open document

g

Select resource server

k

Tree

x

Client area

y

Save

s

Close

l

Links

View

w

Save

s

Cancel

l

Add Tasks

Add to Tasklist

k

Return to Tasklist

l

Select All

Shift + '+' (plus sign)

Manage Tasklist

Save

s

Close

l

Move up

u

Move down

w

Select list of tasks

k

This is my default tasklist

m

Actions Menu: Add

c, a

Actions Menu: Remove

c, r

Cell Line Item Detail

Add

a

OK

o

Cancel

l

Cell Information

OK

o

Cell Text

Attach

a

Detach

t

OK

o

Cancel

l

Attach Documents

Attach

x

Cancel

y

Grid Settings

Layout

1

Display Options

2

OK

o

Cancel

l

Manage Process

Attach

a

Detach

t

OK

o

Cancel

l

Cell History

Close

l

Source Transaction

Close window

l

Destination Transaction

Close window

l

Entity Details

Refresh

r

Close Entity Details Window

Close Entity Details Window

l

Process Intercompany Transactions

Previous

\

Next

/

Entity

g

Partner

q

Update

u

Select All

+

Actions menu: Alert

c, a

Actions menu: New

c, n

Actions menu: Edit

c, e

Actions submenu: Edit transaction

c, e, t

Actions submenu: Set reason code

c, e, s

Actions menu: Delete

c, d

Actions submenu: Delete selected

c, d, s

Actions submenu: Delete all

c, d, a

Actions menu: Match

c, m

Actions submenu: Auto match

c, m, a

Actions submenu: Manual match

c, m, m

Actions submenu: Unmatch selected

c, m, u

Actions submenu: Unmatch all

c, m, i

Actions submenu: Post

c, p

Actions submenu: Post selected

c, p, s

Actions submenu: Post all

c, p, l

Actions menu: Unpost

c, u

Actions submenu: Unpost selected

c, u, s

Actions submenu: Unpost all

c, u, l

Actions menu: Filter

c, f

Actions submenu: Column

c, f, c

Actions submenu: Row

c, f, r

Actions menu: Report

c, r

Actions submenu: Report by ID

c, r, i

Actions submenu: Report by Account

c, r, a

Actions submenu: Report by Transaction

c, r, t

New/Edit

Calendar

[

New

w

Save

s

Reset

k

Close

l

Pick members

i

Set reason code

Set

s

Cancel

l

Manual Match

Entity

g

Partner

q

Add Accounts

k

Remove Accounts

x

Add Matching Accounts

e

Remove Matching Accounts

u

Select All Entity Accounts

+

Select All Partner Accounts

-

Match

m

Save as Template

s

Close

l

Auto Match

Entity

g

Partner

q

Add Accounts

k

Remove Accounts

x

Add Matching Accounts

e

Remove Matching Accounts

u

Select All Entity Accounts

+

Select All Partner Accounts

-

Match

m

Save as Template

s

Close

l

Unmatch Selected

Unmatch

u

Close

l

Select all

k

Clear all

e

Filter–Columns

Restore defaults

u

Close

l

Display column list multiselect

k

Selected column list multiselect

e

Add selected

\

Remove selected

/

Move up

p

Move down

o

Actions menu: Sort options

c, s

Actions submenu: No sort

c, s, n

Actions submenu: Ascending

c, s, a

Actions submenu: Descending

c, s, d

Actions menu: Display options

c, d

Actions submenu: Label

c, d, l

Actions submenu: Description

c, d, d

Actions submenu: Both

c, d, b

Filter–Rows

Entity selector

4

Partner selector

5

Entity account selector

6

Partner account selector

7

Start Calendar

8

End Calendar

9

Restore defaults

u

Close

l

Transaction ID - General

Print/preview

w

Save remote

m

Save local

s

Close

l

Entity selector

g

Partner selector

q

Transaction ID - Display Options

No access keys

No access keys

Account - General

Print/preview

w

Save remote

m

Save local

s

Close

l

Entity selector

g

Partner selector

q

Account - Display options

No access keys

No access keys

Account - Accounts

Add Accounts

+

Add Accounts

k

Matching Accounts

-

Remove Accounts

x

Add Matching Accounts

e

Remove Matching Accounts

u

Transactions - Columns

Restore defaults

u

Close

l

Display column list multiselect

k

Selected column list multiselect

e

Add selected

\

Remove selected

/

Move up

p

Move down

o

Actions menu: Sort options

c, s

Actions submenu: No sort

c, s, n

Actions submenu: Ascending

c, s, o

Actions submenu: Descending

c, s, d

Actions menu: Display options

c, d

Actions submenu: Label

c, d, l

Actions submenu: Description

c, d, d

Transactions - Rows

Entity selector

4

Partner selector

5

Entity account selector

6

Partner account selector

7

Calendar 1

8

Calendar 2

9

Restore defaults

u

Close

q

Intercompany Transaction Alerts Options

Send

s

Cancel

l

Monitor Intercompany Transactions

Entity Search

g

Update

u

Process Status column

1 (numeric)

Lock Status column

2

Previous

\

Next

/

Select All

Shift + '+' (plus sign)

Actions menu: Alert

c, t

Actions menu: Summary

c, u

Monitor Intercompany Transactions Summary

Close window

l

Intercompany Monitor Detail

Close window

l

Manage Intercompany Transaction Periods

Open Period

p

Close Period

l

Save Period Settings

s

Intercompany Open Close Period Status

Close

l

Lock / Unlock Intercompany Entities

Lock

k

Unlock

u

Select All

Shift + '+' (plus sign)

Lock / Unlock Intercompany Status

Close window

l

Manage Intercompany Reason Codes

Add

k

Edit

e

Remove

m

Select All

Shift + '+' (plus sign)

Edit mode: OK

o

Edit mode: Cancel

l

Manage Ownership Window

Select All

k

Fill

i

Display Options

p

Calculate Ownership

o

Save

s

Reset

e

Display Options

OK

o

Cancel

l

Calculate Ownership

Calculate

c

Cancel

l

Copy Data

Copy Data

c

Back to Copy Data

k

Clear Data

2

Delete Invalid Records

3

Copy Data

1

POV: Source Scenario

!

POV: Source Year

@

POV: Source Period

#

POV: Destination Scenario

!

POV: Destination Year

@

POV: Destination Period

#

POV: Copy Members Entity

%

POV: Copy Members Account

&

Clear Data

Copy Data

1

Clear Data

2

Delete Invalid Records

3

Clear Data

c

Back to Clear Data

k

POV: Scenario

!

POV: Year

@

POV: Period

#

POV: Entity

%

POV: Account

&

Delete Invalid Records

Copy Data

1

Clear Data

2

Delete Invalid Records

3

Delete Invalid Records

d

Scan Only

s

Back to Delete Invalid Records

k

Process Control Window from Data Grid

Access keys are the same as data grids

Access keys are the same as data grids

Process Control Window from Process Management Module

Attach

a

Detach

t

Start, Promote, Submit, Approve, Publish, Sign Off, Reject

x

Error condition popup

Close

l

Show Details

s

Options

OK

o

Cancel

l

Process Status Summary

Close window

l

Validation Detail

Update

u

Close window

l

Process Flow History

Close window

l

Calculation Status Summary

Close window

l

Non-Phased Submissions

OK

o

Cancel

l

Phased Submissions - Rows

OK

o

Cancel

l

Rows

1

Columns

2

Phased Submissions - Columns

OK

o

Cancel

l

Rows

1

Columns

2

Manage Submission Phases Page from Data Grids

Accessibility is not supported.

Accessibility is not supported.

Show Unassigned Groups

OK

o

Process Control Advanced Options

OK

o

Cancel

l

Main Equity Pickup page

Previous

\

Next

/

Sort on Level column

1

Sort on Owner column

2

Sort on Owned column

3

Sort on %EPU column

4

Sort on Status column

5

Actions menu: Filter

c, f

Actions menu: Refresh

c, r

Actions menu: Calculate

c, l

Actions submenu: Run EPU

c, l, r

Actions submenu: Force EPU

c, l, f

Actions menu: Print Report

c, p

Actions submenu: Full Report

c, p, u

Actions submenu: Filtered Report

c, p, i

Filter

Owner Search

g

Owned Search

q

OK

o

Cancel

l

Reports

Accessibility is not supported.

Accessibility is not supported.

Web Data Form (main form)

Read current POV

~

Actions menu: Submit

c, s

Actions menu: Refresh

c, r

Actions menu: Calculate

c, c

Actions menu: Force Calculate

c, t

Actions menu: Cell Text

c, x

Actions menu: Instructions

c, i

Actions menu: Print

c, p

Actions menu: Import from Excel

c, m

Actions menu: Export to Excel 2003

c, 3

Actions menu: Export to Excel 2007

c, 7

Web Data Form (Linked form, Preview form)

Submit

s

Refresh

r

Calculate

c

Force calculate

f

Cell text

t

Suppress Rows

Actions menu: Suppress rows

c, w

Actions submenu: None

c, w, n

Actions submenu: Nodata

c, w, d

Actions submenu: Zero

c, w, z

Actions submenu: Nodata and Zero

c, w, o

Actions submenu: Invalid

c, w, i

Actions submenu: Invalid and Nodata

c, w, a

Actions submenu: Invalid and Zero

c, w, e

Actions submenu: Invalid and Nodata and Zero

c, w, r

Suppress Columns

Actions menu: Suppress columns

c, n

Actions submenu: None

c, n, n

Actions submenu: Nodata

c, n, d

Actions submenu: Zero

c, n, z

Actions submenu: Nodata and Zero

c, n, o

Actions submenu: Invalid

c, n, i

Actions submenu: Invalid and Nodata

c, n, a

Actions submenu: Invalid and Zero

c, n, e

Actions submenu: Invalid and Nodata and Zero

c, n, r

Suppress Lines

Actions menu: Suppress lines

c, o

Actions submenu: None

c, o, n

Actions submenu: Nodata

c, o, d

Actions submenu: Zero

c, o, z

Actions submenu: Nodata and Zero

c, o, o

Actions submenu: Invalid

c, o, i

Actions submenu: Invalid and Nodata

c, o, a

Actions submenu: Invalid and Zero

c, o, e

Actions submenu: Invalid and Nodata and Zero

c, o, r

Line Item Details

Save

s

Refresh

r

Close

L

New entry

w

Delete row

e

Clear row

c

Select All

Shift + '+'

Move focus to a cell on which the context menu is to be displayed and click F9.

Use Up and Down arrows to select items.

Cell Text

Attach

a

Detach

t

OK

o

Cancel

l

Cell Adjustments

Close window

l

OK

o

Properties

OK

o

Import from Excel

OK

o

Cancel

l

File Browse

u

Instructions

Close

l

View Definition

Close

l

New Web Form

Properties

1

POV

2

Columns

3

Rows

4

Details

5

Header

6

Script

7

Properties

Save

s

Reset

r

Scan

c

Preview

l

Close

l

Update

u

Next

x

Back

k

POV

Search

q

Columns

Search

Common keys: same as Properties module.

q

Rows

Search

Common keys: same as Properties module.

q

Details

Common keys: same as Properties module.

Common keys: same as Properties module.

Headers

Common keys: same as Properties module.

Common keys: same as Properties module.

Script

Print

p

More

o

Less

e

Print page: Print

p

Close print page

l

Process Journals Main Window

Check all

+

Anchor (common for all rows) Journal Label

L

New

w

Open

o

Delete

e

Filter

i

Reports

p

Submit

c, s

Unsubmit

c, u

Approve

c, a

Reject

c, r

Post

c, p

Unpost

c, n

New Journal window

OK

o

Cancel

l

Open/Edit/New

Add row

+

Copy row

y

Paste row

i

Select member

m

Display context menu

Select a cell and click F9 (only if journal is editable).

New

w

Delete

e

Save

s

Reset

x

Scan

k

Print

p

Close

l

Filter - Columns

Column

1

Filter

2

OK

o

Cancel

l

Restore defaults

e

Filter - Rows

Column

1

Filter

2

Restore defaults

e

OK

o

Cancel

l

Entity search

q

Select All

c

Deselect All

p

Reports - Properties

Print/preview

p

Save remote

m

Save local

s

Close

l

Properties

1

Columns

2

Filter

3

Reports - Columns

Print/preview

p

Save remote

m

Save local

s

Close

l

Properties

1

Columns

2

Filter

3

Repeat

+

Totals

t

Reports - Filter Rows

Restore defaults

e

Properties

1

Columns

2

Filter

3

Print/preview

p

Save remote

m

Save local

s

Close

l

Journals Template - Main window

Standard

1

Recurring

2

New

w

Open

o

Delete

e

Filter

f

Reports

r

Check All

+

Anchor (common for all rows) - Link to journal labels

l

New/Open

New

w

Delete

e

Save

s

Reset

x

Generate

g

Print

p

Close

l

Add rows

+

Copy rows

y

Paste rows

i

Select members

m

Enable context menu on line items.

Move the focus to any cell and click F9.

Filter - Columns

Restore defaults

e

Columns

1

Filter

2

OK

o

Cancel

l

Filter

Restore defaults

e

Columns

1

Filter

2

OK

o

Cancel

l

Manage Periods

Open period

p

Close period

l

Manage Groups

Add groups

g

Remove groups

m

Remove all

v

Select all

+

New Journals

Move focus to a cell on the context menu to be displayed and click F9.

Use Up and Down arrows to select items.

New Journals Template

Move focus to a cell on the context menu to be displayed and click F9.

Use Up and Down arrows to select items.

Select Users and Groups

Search

s

Show all

w

Select

1

Select all

3

Remove

2

Remove all

4

Help

g

Back

k

Next

x

Select Classes

Select

1

Select all

3

Remove

2

Remove all

4

Add

b

Delete

o

Assign Access

Save

s

Cancel

l

Set

t

Pivot

p

Add alert

e

Remove alert

r

Security Reports

Launch

n

Export

r