Tips and Shortcuts

RecWizard is a Windows based program. While the typical Windows menus are not shown on the individual dialog windows, the same windows shortcuts that are in every Windows program will apply to RecWizard.

If you don't regularly use the Windows shortcuts, here are some of them - the ones we think will be most useful to you in using RecWizard:

Copy and Paste Information

Sometimes you will have information that is almost the same for several reconciling items. Or you may have a reconciling item this month that is very similar to a reconciling item from last month. To avoid typing extensive descriptions over again, simply use the Copy and Paste functions.

• Copy

  • Highlight the text you want to copy. You can do this by using your mouse and left clicking and dragging across the area you want to copy. To use your keyboard, hold down the <Shift> key while you use the directional arrows on your keyboard to highlight the information you want to copy.

  • Copy the text. Using the mouse, right click on the text that you highlighted and select Copy from the drop down menu. Using the keyboard, press <Ctrl+C>.

You will now have to close the dialog window you just copied the information from, and open the dialog window you want to paste to. For example, you may have opened a reconciling item and copied the text. You will now close that reconciling item and open a new reconciling item to past the copied text into.

• Paste

  • Using the mouse. Right click in the area you want to paste the data into and select Paste from the drop down menu.

  • Using the keyboard. Make sure the cursor is in the area you want to paste into, then press <Ctrl+V>.

Don't forget to edit the information that you just pasted. Sometimes the details may change slightly, so make sure the description is adjusted accordingly.

Shortcut Key Combinations

Most of the dialog windows in RecWizard include "Shortcut Key Combinations". When you see an item with a letter underlined, the combination of holding down the <Alt> key then pressing that letter will either execute the task (if it is a button) or take you to that field (if it is a field that should be filled in).

If you prefer using the keyboard instead of always reaching for your mouse, this can save you some time.

Here is an example using the General Ledger Reconciliation Summary Report date dialog window ...

• <Alt+K> - will generate the GLRSR for only the Key Control Accounts.

• <Alt+T> - will generate the GLRSR for only the Active Accounts.

• <Alt+A> - will generate the GLRSR for All Accounts.

• <Alt+C> - will Cancel the action of generating the GLRSR.

Viewing Multiple Months

Sometimes you will want to look at past month reconciliations to make sure you are handling similar items the same way every month. While RecWizard does not allow you to open multiple windows, there is an easy work-around.

• First - select and open the reconciliation you want to work on, for example - Accounts Receivable for the accounting period ending December 31, 2010.

• Second - open RecWizard from your Start menu again. You will now have two sessions of RecWizard running at the same time.

• Third - select and open the reconciliation you want to look at to compare with this month's reconciliation, for example - Accounts Receivable for the accounting period ending September 30, 2010.

• Fourth - toggle back and forth between the reconciliations to view the information for both periods. You may be able to re-size your windows so you can view them both at the same time. That depends on the resolution of your monitor, though. To toggle back and forth you can either select the proper reconciliation from your Windows taskbar, or you can use the <Alt+Tab> keys to move back and forth.

Want to see even more months at the same time? No problem. Just open more sessions of RecWizard. There is no limit to the number of RecWizard sessions that you can have open at any one time.

Your requests and ideas...

As you become more familiar with RecWizard you may find shortcuts or tips that you find make things easier or faster to do. Please share them with us so we can add them to the tutorial. If you have ideas or suggestions for features that will make RecWizard an even better tool for preparing reconciliations, please forward those on as well. Email them to: ideas@account-reconciliations.com.

Return to TOP