Shortcuts
All relevant shortcuts can also be found on the document details page.

General | |
Perform primary action—Always green button |
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Perform secondary action |
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Perform tertiary action |
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Widgets | |
Go to “My Inbox” |
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Go to “New Documents” |
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Go to “Under Review” |
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Go to “Approved” |
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Go to “Rejected” |
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Go to “On Hold” |
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Go to “Export Errors” |
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Lists | |
Go to the first row in the list |
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Go to the last row in the list |
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Document preview |
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Navigate between rows |
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Open selected document(s) |
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Select multiple documents |
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Select all documents in lists |
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Export to Excel |
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Search | |
Advanced search |
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Document Details
Actions | |
Select Approvers |
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Move to |
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Delete document |
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Navigation | |
Go to the previous or next document |
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Return to the list of documents |
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Main fields | |
Go to the previous or next document |
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Return to the list of documents |
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Go to the next field |
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Go to the previous field |
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Go to main fields |
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Accounting | |
Create an account line |
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Go to the next field in the posting line |
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Go to the first posting line |
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Navigate through the posting fields |
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Copy the value above into the current field |
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Copy the value below into the current field |
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Document view | |
Zoom in |
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Zoom out |
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Expand |
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Fit to width |
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Go to the next page of the document |
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Go to the previous page of the document |
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Selection mode |
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Pan mode |
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Layout | |
Switch between layouts |
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Make the account assignment compact |
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Show account assignment |
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Expand account details |
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Miscellaneous | |
Create a permanent link to the invoice |
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View attachments |
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View comments |
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View activity log |
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Download document as PDF |
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Download e-invoice as XML |
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Put document on hold |
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Move document to archive |
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Move document to exported |
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Move document to another company |
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Merge document with another document |
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