Upgrade your experience in Juan! Learn how to quickly access the most commonly used functions and features in Juan with keyboard shortcuts, as well as what the commonly used symbols in Juan refer to.

Shortcuts

Shortcut - Windows

Shortcut - Mac

What does it do?

Ctrl + K

Cmd + K

Open Universal search from anywhere in the app

Ctrl + B

Cmd + B

Open / Close side bar (e.g. settings menu when creating invoices)

Ctrl + i

Cmd + i

Add new line item in an invoice, bill, customer credit note or supplier credit note

Ctrl + J

Cmd + J

Switch organization

Ctrl + F

Cmd + F

Search any transaction

Esc

Close any open modal

Right arrow

Right arrow

Navigate down the list of records

Left arrow

Left arrow

Navigate up the list of records

Down arrow

Down arrow

Navigate down the list of options in a drop-down field

Enter

Enter

Select an option from a drop-down field

Tab

Tab

Move to the next field

Icons/Symbols

Icon/Symbol

Meaning

Location

Cash-in amount

• Transactions

• Reconciliations

Cash-out amount

• Transactions

• Reconciliations

Outwards money movement

• Cashflow Tab

• Reconciliations

Inwards money movement

• Cashflow Tab

• Reconciliations

Edit

• Transactions

• Other editable entities like Contacts, COAs, Items, etc.

Add/edit exchange rate

This does not exist anymore

The payment is reconciled

• Payment details

• Cash journals

Data export

• Invoice & Payments

• Bills & Payments

• Reconciliations

• Fixed Assets

• Reports

Use to filter records

• Sales module

• Purchases module

A bill item is reconciled with a Fixed Asset

• Bill details

Autofill transaction amount's cash equivalent

• Payments/Refunds

Automatic Calculations

• Need to make a quick calculation of commissions? Or trying to calculate markups or profit margins? Make use of our automatic calculation feature!

• In any numerical entry field, simply type in the calculation that you'd like to do, and press Enter. See the images below for an example.

• Juan will do the calculations for you!