Keyboard Shortcuts And Icons

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.

Keyboard Shortcuts

Windows	Mac	What does it do?
Ctrl + k	Cmd + k	Open Search All from anywhere in the app.
Ctrl + /	Cmd + /	Open Navigate Anywhere.
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.
Ctrl + Enter	Cmd + Enter	On forms and report tabs, triggers the action when the button turns blue.
D	D	- Activates date dropdown in reports tab. - Switches between dashboard dividers.
E	E	Enables sending emails from Edit Invoice and Customer Credit Note screens.
F	F	Opens custom fields in edit transaction screen.
I	I	Opens Internal Notes in Invoices.
N	N	Triggers the sole action button on a page, or opens its dropdown if available.
T	T	- Cycle through tabs in modules with headers like Invoices, Bills, and Journals. - Opens tracking tags in edit transaction screen.
Esc	Esc	Close any open modal.
Tab	Tab	Selects the next element on screen while editing a transaction.
Shift + Tab	Shift + Tab	Selects the previous element on screen while editing a transaction.
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.

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!

Flexible Date Input

In any date entry field, you can type dates in a variety of formats (e.g., "Apr 25 2025" or "042525") and it will automatically fill the field with the default date format. See the images below for an example.

Icons/symbol

Icons/symbol	Meaningasdasdddsdsddsdsa	Locationasdasdasdasdasdasdas
	Cash-in Amount	Reconciliations
	Cash-out amount	Reconciliations
	Outwards money movement	Reconciliations
	Inwards money movement	Reconciliations
	Edit	All modules except reports
	Data export	All modules except: Customer credits Supplier credits
	Use to filter records	Sales module Purchases module
	Autofill transaction amount’s cash equivalent	Payments/Refunds
	Indicates assigned fields during import	Bank Records
	A bill item is reconciled with a Fixed Asset	Bill details
	Pretty case formatting for line items	Invoices Bills Customer Credit Supplier Credit
	Associate classifiers with transaction line items and journal entry lines	Invoices Bills Customer Credit Supplier Credit Journal

Help center

Help center

Keyboard Shortcuts And Icons

Keyboard shortcuts to help you get around Juan quickly!

Automatic Calculations

Flexible Date Input