The BalanceWare Ribbons

Holding down the Alt key for slightly longer than a normal key press will activate the shortcuts keys for the BalanceWare ribbon. For example, from anywhere in BalanceWare, to send a text message the key sequence would be Alt-C-C-C. Hover over a control for Screen Tips, which provide insight into the underlying functionality.

See Navigation and Editing for additional keyboard tips. 

Open Windows Navigation

Every form and report is opened in its own window. Reports in Print Preview can be closed with the Escape key when they have the focus, or clicking the window-close icon with the mouse. To close a report in Report View, use the space-bar and then the Escape key. Any open reports are not included in the [F4] key rotation (see below).

Forms are closed with the Shift-ESC key. Forms can be looped through, ie you can change the focus of form windows, using the [F4} key. Any open reports are not included in the [F4] key rotation.

Once a report looses focus, the mouse must be used to click on the report to give it the focus. All forms and reports are refreshed when they receive the focus, if the underlying data is changed in another window.

Form Navigation

BalanceWare has two types of forms; standard forms and forms with sub forms. Forms with sub forms consist of one or more continuous forms inside a standard form. Use the Tab key to quickly switch between multiple sub forms  or the sub form and the standard form. An example of a plain vanilla standard form is the Client Profile form. The important point is the Tab key, if you want to quickly switch to the other section of a form.

All forms, except dialog forms, have context sensitive Help F1, History F2 and Drilldown F3, if appropriate.

Record Selectors 

Many of the BalanceWare forms have record selectors. Record selectors are multi-purpose depending on the form. For all forms with record selectors, clicking on the record selector will select the record. 

You can also double-click on some selectors to perform an action. On dashboards with tags, a double-click on a record selector will toggle the tag.  See this Help topic for further information on tags.

A Form with Record Selectors

Double-clicking functions on various forms:

• Payee form - flag the payee for deletion
• Recent Clients form - open the client
• Client Documents form/Record Selector has the focus: - open the folder or document selected
• Client Documents form/File Name has the focus: - open the folder or document selected
• Client Documents form/Note has the focus: opens the Engagement Management dashboard
• Client Documents form/Folder has the focus: rename the folder
• Review Notes - Record Selector has the focus: tags the note (complete)
• Review Notes - Note has the focus: opens the Engagement Management dashboard
• Accounting Dashboard/Left focus: toggle the tag
• Accounting Dashboard/Right focus: drilldown
• Income Tax Dashboard/Left focus: toggle the tag
• Income Tax Dashboard/Right focus: drilldown
• Income Tax Preparation/Left focus: toggle the tag
• Income Tax Preparation/Right focus: drilldown

   

Use the Engagement Documentation dashboard to associate client documents and notes with objects in BalanceWare.

Notes and documents can be linked to the following items (on a per client basis):

• Any journal entry (no icon, double click on preparer notes instead)
• Any cash disbursement batch (no icon, double click on preparer notes instead)
• Any other document (using the Documents button from the Client tab)
• Any BalanceWare form (using the icon, below)

 Look for the Engagement Documentation icon on BalanceWare forms.

 

Clicking the icon will open the Engagement Documentation dashboard. In the case of journal entries and cash disbursement batches, double-clicking on the Preparer Notes field accomplishes the same. Once open, click on any attachment to open the document.

Engagement Documentation Dashboard (with callouts)

See the Review Notes button on the Client Tab for reviewing notes from all sources within BalanceWare. 

Note: to maintain link integrity, do not manage documents from Windows Explorer. Moving or deleting client documents may break links. Documents can be edited and documents can be added using Windows Explorer, but do not delete or move documents or folders. Broken links will be placed in a special folder in the Documents treeview called "Orphans" and can be relinked from this special folder.

Keyboard Standards and Shortcuts

Data entry screens, such as Journal Entries and Cash Disbursements, as well as Accounting and Tax Dashboards are optimized for mouseless entry. The mouse works normally as well.

The following keyboard shortcuts and Function Keys are available:

• Escape - Closes Print Preview reports and is the UNDO key for fields on forms.
• Space - Changes view from Report View to Print Preview for reports.
• Shift-Escape - Closes forms
• Page-Up, Page-Down and Arrow Keys - to navigate through fields on forms
• Alt-Left Arrow - Moves the cursor to the beginning of a field
• Alt-Right Arrow - Moves the cursor to the end of a field
• Alt-Down Arrow - In a combo-box field, opens the list of selections.
• Enter Key - Next field; of great assistance on data entry forms.
• Function Keys
  • F1 - Help
  • F2 - Account History
  • F3 - Drilldown from a balance to underlying detail
  • F4 - Switch forms
  • F5 - Go to the first record of a continuous form or sub form
  • F6 - Go to the last record of a continuous form or sub form
  • F7 - Go to a new record
  • F8 - Select / Deselect the entire contents of a field
  • F9 - Delete a record
  • F10 - Delete a detail line, typically on a continuous form
  • F11 - Form Specific (also a button)
  • F12 - From Specific (also a button)

Calculators

Windows Calculator

Control-+ (control key and the plus key combination) will open a windows calculator. A form must have the focus to activate this feature.

In-line Calculator

For all fields on forms, equations can be entered instead of an amount. The equation is evaluated left-to-right without regard to the rules of algebra.

For instance "6 + 3 * 4= " would evaluate to 36. Please note the "=" sign at the end of the above BalanceWare equation. The equals sign tells BalanceWare to calculate. The in-line calculation takes place the moment the equal sign is pressed.

If no calculation is possible due to illegal characters, the field will remain unchanged, otherwise the equation will be automatically replaced with the calculation result. Allowable characters are spaces and the following 0123456789.*/+-=. Calculations are rounded to two decimals.

Miscellaneous

Resize the BalanceWare Application Window 

If any form is open, the Control-Backspace combination will resize the BalanceWare application window for optimal usage; but only if the application window is in a restored state, ie; not maximized or minimized. Optimal usage is as small as possible without obscuring the view of the largest form in BalanceWare.

Date Input Format 

All date fields should be entered in "mmddyy" format. 

Support Ticket 

Submitting a support ticket is the best way to expedite your issue. The support ticket automatically includes information we need to service your installation properly. By submitting a support ticket, we won't have to ask you all the preliminaries and, if you add a brief description, we will be better prepared to get to the heart of the matter ! We receive your ticket immediately upon submission and will respond ASAP; usually within minutes. Submit your support ticket from the About form on the Help tab.

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