HandiBiz 2015 Increasing your data entry speed
What is a batch?
A batch is a group of one or more transactions.
When performing data entry in HandiBiz 2015, you are able to specify a batch number. This
number is used to group transactions together in a batch. This is particularly useful for generating reports, where you can specify a batch number to only include transactions that belong to a certain group. You may, for example, have two partners. To separate their transactions, you can allocate a batch number to each partner.
A batch number differs from a transaction number in the following ways:
HandiBiz 2015 automatically allocates a transaction number to each transaction. You are unable to alter this transaction number.
The person who enters a transaction manually assigns a batch number. The batch number is an optional field.
You are able to attach a batch number to a transaction by completing the Batch number field at the time you enter the transaction into HandiBiz 2015.
Increasing your data entry speed
HandiBiz 2015 has the following buttons and keyboard shortcuts to make your data entry more efficient.
Key Button Function
ESC
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ENTER
TAB
SHIFT+TAB
F1
F2
F4
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Pressing the
ESC key exits you from the active window and discards any changes that were made.
Pressing the ENTER key saves all the fields in the active window, and then exits from the active window. To move to the next field within a window, press the TAB key. Note: The numeric keypad’s
ENTER key may be set up to operate in the same manner as the TAB key (see below).
Pressing the TAB key moves you on to the next field in the active window.
Holding down the SHIFT key and pressing the TAB key at the same time will move the cursor to the previous field in the active window.
Opens the HandiBiz 2015 online help with information on the currently open window.
Opens a window from which you can select an entry.
Opens the "Transactions" window.
F9
Opens the "Chart Of Accounts" window.
F11
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F12
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Opens the "History" window. From the "History" window you can select recently entered information, thereby reducing the amount of typing that you need to do.
Opens the "Macros" window. .
Opens the "Cash Sales and Payments" window for you to input transactions.
- Opens the "Cash Receipts" window for you to input cash receipt transactions.
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Opens the "Cash Payments" window for you to input cash payment transactions.
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Chapter 6. Entering transactions HandiBiz 2015
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Key
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Button Function
Opens the "Journal Entries" window for you to input a journal entry.
Opens the "Ledger Entries" window.
Copies transactions TO disk.
Reads transactions FROM disk.
Exits from HandiBiz 2015.
Use of the Enter key
The standard for Windows programs is for the Enter key to save, and the Tab key to move you from field to field. This can reduce the speed of your data entry, so you can define the behaviour of the numeric keypad's Enter key via the “Data entry options” (Options / Data entry
/ Keystrokes and Capitalisation) window.
Copying, cutting and pasting
Within HandiBiz 2015, you may use the Windows Clipboard. This allows you to:
Copy/Cut information from a data entry field into the clipboard
Paste information from the clipboard into a data entry field
To copy an item onto the clipboard, highlight the desired information and then press CTRL+C to
copy the information to the clipboard. You can then use CTRL+V to paste the information from the clipboard. You can also use the right mouse button to copy/cut and paste information.
Keyboard shortcuts
Keyboard shortcuts are provided within the software, allowing the keyboard to be used instead of the mouse. Keyboard shortcuts can be great time savers and we encourage you to use them where possible.
The keyboard shortcuts that you may encounter are:
Hot Keys
Function Keys and
Keyboard Macros.
These keyboard shortcuts are discussed in more detail below.
Hot keys
To use hot keys, press
ALT and then look for the underlined letter in menu options and field names.
Example: Pressing ALT+V will access the View menu. Once you have pressed these keys, you will notice that the main View menu has been opened.
Function keys
Function keys are attached to the more commonly used menu options.
Example: In HandiBiz 2015, under the View Menu, the characters F9 are displayed next to the Chart of Accounts option. This means that Chart of Accounts can be accessed from anywhere in HandiBiz 2015 by pressing
F9.
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