How to use shortcuts in Wiise to streamline your day

Sometimes information can be hard to see, for example, if you've got a long list of customers or if you need to check the payments you've received.  To make it easier, you can resize a column so you can get a clearer view of the information on your page. 

To get rid of the blank space in columns and make them narrower, all you need to do is use your mouse to double-click where the columns meet in the heading row.  

To get Wiise help for the page you’re on, select Crtl+F1.

To search for an action or function, select Alt+Q to open Tell Me.

Want to get to your daily tasks quickly? Here’s some keyboard shortcuts to speed things up. 

• Create a new record, such as a new vendor card, inventory item or purchase order, by selecting Alt+N from within the list page. 
• To create a new record (like a new customer, vendor or item) and close the one you’ve just created, select Alt+Shit+N 
• To refresh the data on your page to show an up to date account balance or sales figures for example, select F5 

Save time entering common dates with these handy codes: 

• t: Today’s date 
• p: p means the first accounting period, p2 the second accounting period etc. This is used for date filters to show a date range. 
• w: The work date set in My Settings. You may want to use a work date if you have many transactions with a date other than today's date 
• m or Monday will be Monday of the current week  
• we or Wednesday will be Wednesday of the current week 
• su or Sunday will be Sunday of the current week 
• Use tu for Tuesday, th for Thursday, f for Friday and s for Saturday 

Here are some more mouse-free data entry shortcuts to help you create a stack of documents, such as sales invoices or purchase orders, quickly: 

• To go to the next/previous Quick Entry field, select Enter/Shift+Enter 
• To go to the next Quick Entry field outside the list you’re viewing, select Ctrl+Shift+Enter 
• To copy data from the cell above, like when you add the same item in the next line of a purchase order, select F8
• To add a new line in a document, such as when you add another item to a sales invoice, select Ctrl+Insert
• Added a line to a document, journal or worksheet by mistake? To delete it, just select Ctrl+Delete
• To jump to the next section of a document, like from the General section to the Invoice Details section in a purchase order, select F6.  
• To move to the previous section, select Shift+F6

How to sort long lists of customers

Select Alt+F7 to sort list data in ascending or descending order. 

How to use filtering to widen your search

Need to look for orders from a particular customer but not sure how to spell their name? Or perhaps you’re looking for orders made between two dates? You can adjust filtering and widen your search by using these powerful characters: 

• @man shows text that matches man and isn’t case-sensitive 
• Hans?n looks for text such as Hansen or Hanson 
• ‘man’ looks for an exact character match 
• *co* looks for text that contains ‘Co’ and is case-sensitive 
•  <>0 looks for all numbers except 0 
• 1200 | 1300 looks for numbers with 1200 or 1300 
• 22..24 looks for the dates from the 22nd to 24th of the current month;  
• P8 looks for information for and from accounting period 8   

How to filter your data to find what you need

Whether you’re looking for purchase orders for one vendor, looking for customers in just one state, or searching your items list, filtering can help you find what you need, fast.  Here are some more keyboard shortcuts to help you use filtering to sort through data quickly: 

• To filter on a cell value to see a list of all customers in WA for example, select Alt+F3 
• To open the filter pane to select or set a new filter, select Ctrl+Shift+F3  
• Set a manual filter to search for a certain company name for example, by selecting F3 
• Ctrl+Enter will take you out of the filter pane back to your list  
• Ctrl+Alt+Shift+F3 will reset your filters 
• Ctrl+End will take you to the end of the list 
• Ctrl+home will take you to the start of the list 

• To add a note to a record (customer or vendor cards for example) select Apt+O
• To pop-out the page you’re working on to a separate window, select Alt+Shift+W 

If you have multiple recurring lines in a sales invoice, you can save time by loading them into the sales invoice automatically. Then all you need to do is enter the amounts. Speak to your partner about setting this up. This will make it easier to enter items that recur monthly. 

If you have multiple recurring lines in purchase invoices, you can save time by loading them into the purchase invoice automatically. Then all you need to do is enter the amounts. Speak to your partner about setting this up. 

When you've finished adding data or want to close a page, you're probably used to looking for a SAVE button. But there’s no SAVE button in Wiise.

Don’t worry – the record you're working on is created or updated as soon as you tab to the next field. There’s also a notification when the record has been saved, at the top right of the window - it says Saved.

If you've created a record incorrectly, Wiise will let you know with an error message so you can re-enter the information.

If you’re working on multiple tasks at a time or dealing with interruptions like taking calls, you can open a new card or document page in a new window. This will let you keep a window open for your ongoing task while you start or complete another task in another window. 

• To open the current card or document you're working on in a new window, press Alt+Shift+W. 
• Or select the square pop-out page icon, next to Saved in the top right corner of the document. 

You'll now be able to move between tasks in different windows and hopefully be even more efficient at managing your day!

If you’re copying a list of inventory items to a sales invoice, copy and paste will do the job quickly. 

You can copy one or more rows from a list or a single field on a page, and then paste what you copied into the same page, another page, or an external document (like Microsoft Excel and Outlook email).  

1. To copy, highlight the field, line or lines and press CTRL+C (cmd+C in macOS). 
2. Then to paste, press CTRL+V (cmd+V in macOS) in the new page or document.