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!

