Chapter 17. Additional tools. Sage 2016

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Chapter 17. Additional tools

This chapter describes some of the features of Time+Billing 2016 that allow faster data entry speed, as well as updating your index file, sending email messages and using the calculator.

Function keys and buttons

Function keys are attached to the more commonly used menu options.

Example: In Time+Billing 2016 under the Input menu, the characters F4 are displayed next to the Receipt option. This means that you can access Receipts from anywhere in Time+Billing

2016 by pressing F4.

The following function keys and buttons are available in Time+Billing 2016:

Key

Button Description

Online Help

Open a selection window

Show or hide the “Clients” list

Open the “New Receipt” window

Open the “Prepare an Invoice” window

Open the "New Invoice (No WIP)" window

Open the “New WIP Adjustment” window

Open the “New Disbursement” window

Open the “Timesheet Entry” window

Open the “New Debtor Adjustment” window

F11

F10

F12

CTRL+ALT+

<KEY NO>

CTRL + F4

CTRL + F5

CTRL + F6

CTRL + F7

Open the “ History ” window

Open the Document Manager

Open the “Macros” window

Run a macro with the corresponding key number.

For example, to run a macro with a key number of

02, press Ctrl+Alt+2.

Help – Sage HandiSoft functions

Help – Time+Billing 2016 functions

Help – Time+Billing 2016 fields

Open the calculator

Chapter 17. Additional tools Time+Billing 2016

The "History" window

If you press F11 while a Time+Billing 2016 data entry window is open, Time+Billing 2016 will display the "History" window, which lists the data you have entered during the current session.

Figure 229: The "History" window

You can select an entry on the history list to be inserted into the field you are currently editing.

There are three ways of doing this

 Highlight the entry on the list and click Select.

 Type the number displayed in the Key column next to the required entry.

 Double-click the required entry on the list.

Data entry speed

It is usually far easier and quicker to use the nominated keyboard shortcut keys to perform the task than to use the mouse.

All Sage HandiSoft products allow you to use either the mouse or the keyboard to move through the module

To access the various windows in Time+Billing 2016 and to increase your data entry speed, use the above function keys and buttons.

Operating keyboard macros

Macros are used to pre-record tasks that you perform frequently. Macros can be operated using a very small number of keystrokes, and may therefore greatly reduce the number of keystrokes required to perform a certain task.

For information on keyboard macros, please refer to the "Advanced Features 2016" manual.

228 © Sage Software Australia Pty Ltd

Time+Billing 2016 Finding and ordering data

Finding and ordering data

Most of the Time+Billing 2016 data entry windows have a Find button that allows searching for specific items. You can also specify the order in which the items are listed in the window.

When you click Find, the "Find/Order" window will open.

Figure 230: The "Find/Order" window

The selections in the Order field will vary depending on the window from which you clicked Find.

Ordering data

You can use the "Find/Order" window to specify the order in which the items will be listed in the window.

1. Under Order, select the data field under which you want the data ordered.

2. Click OK

Finding data

1. In the Find field of the "Find/Order" window, type in search text for the required record. You can enter partial names.

2. Click OK.

Time+Billing 2016 will highlight the first matching record.

Automatic spelling checking

The RTF editor in the “Standard Paragraph Detail” and “Description” windows has a built-in spelling checker, which you can set to check the spelling as you type the text.

Setting up the spelling checking

You can select the dictionaries to be used and the extent of the spelling checking. To do this:

1. On the “Standard Paragraph Detail” or “Description” window, click to open the “Spelling

Options” window.

Chapter 17. Additional tools Time+Billing 2016

Figure 231: The "Spelling Options" window

2. Click the Spelling tab and select the check boxes for the required spelling checks..

3. Click the Language tab and select the dictionaries to be used for the spelling check.

4. The Custom Dictionary holds words you use that are not in any of the standard dictionaries. To create and edit your custom dictionaries, click the Custom Dictionary tab.

5. Click OK to confirm your spelling check options and to close the “Spelling Options” window.

Starting a spelling check

As shown previously, you can use the “Spelling Options” window to specify that the spelling is checked as you type. You can also click the button on the “Standard Paragraph Detail” and

“Description” windows to do a complete spelling check on the document.