Speed up your reconciliation workflow using keyboard shortcuts. Instead of navigating menus, you can trigger common actions directly from your keyboard while working in the run results view.
Press the key combination for the action you want to perform — no need to right-click or open a menu.
Reconciliation
Available shortcuts
| Shortcut | Action |
|---|---|
| Shift + A + U | Assign selected rows to a user |
| Shift + A + G | Assign selected rows to a group |
| Shift + A + C | Add a comment |
| Shift + A + L | Edit labels |
| Shift + A + W | Initiate a workflow action |
| Shift + A + P | Pin or unpin rows |
| Shift + A + E | Set exception categories |
| Shift + J | Jump to a specific column |
| Ctrl + F | Open full screen mode |
Notes
- Shortcuts are only available in the reconciliation view and will not work in other parts of the application.
- Make sure at least one row is selected before using row-level shortcuts (Assign, Comment, Labels, Workflow, Pin, Exception Categories).
- Shift + J and Ctrl + F can be used at any time within the reconciliation and data prep view, regardless of row selection.
Cash
Available shortcuts
| Shortcut | Action |
|---|---|
| Tab | Move between elements, and between cells in a table |
| Enter or Spacebar | Open the left-hand navigation and dropdown menus (Run process, View, Download, Staging, Settings), open a panel from the table sidebar, or toggle a dropdown within a panel |
| Arrow keys | Move through menu options, move around a table, and move up and down the table sidebar or a filter/sort panel |
| Spacebar | Select or deselect a checkbox in a table |
| Ctrl + Enter | Open the filter and sort panel for a table column |
| Left / Right arrow | Switch between the filter and sort options within the filter/sort panel |
Notes
- These keys are available on the cash view, separately from the reconciliation shortcuts above.
- To open a link in a table cell: tab into the cell, press Tab again to focus the link, then Enter to open it.
- To use the table sidebar: use Tab or the arrow keys to reach the end of the table, then Tab to move into the sidebar. Use the up and down arrows to move between sidebar items, and Spacebar or Enter to open a panel. Once a panel is open, use Tab to move into it and navigate its contents.
- To filter or sort a column: move to the column header and press Ctrl + Enter to open the filter/sort panel. Use the arrow keys to move through the options. To switch between filtering and sorting, use Tab to focus the relevant icon, the left/right arrows to change your choice, and Tab again to move into the panel and select an option. Use Spacebar or Enter to toggle any dropdowns within the panel.