Common Working Options and Keyboard Shortcuts in eCount ERP Reports

This article explains the common working options and keyboard shortcuts available in most eCount ERP reports. It is intended for users who need to navigate, edit, and manage report data efficiently.

📋 Overview

eCount ERP reports provide a set of standard actions—such as selecting records, adding or deleting entries, auditing vouchers, and exporting data—accessible via toolbar buttons or keyboard shortcuts.

🔧 Common Working Options

• Select (Space): Press the Space key or click the checkbox to select one or multiple records.
• Add (F2): Opens the appropriate entry form (voucher, master, or ledger) to create a new record.
• Delete (Delete key): Deletes the selected record after a confirmation dialog. Validation errors prevent deletion.
• Audit (Ctrl + Shift + A): Toggles the audit mark on selected vouchers. Audited vouchers are locked from editing or deletion. Password protection can be enabled in Company Setup.
• Detail: Shows full voucher information (date, number, amount, document date, etc.) for the selected entry.
• Print (Ctrl + P): Opens the print dialog where you can choose format, printer, paper size, and page range.
• Date (F6): Moves focus to the date‑range field at the top‑right of the report; entering a range refreshes the data.
• Search Filter (F1): Activates saved filter conditions or opens the filter query builder. Running the filter again clears it.
• Side Bar Filter: Provides additional filtering options related to the master data.
• Copy (Ctrl + B): Copies the selected voucher.
• Merge Balance: Checks the ledger across all branches (requires appropriate rights).
• Excel / PDF icons: Export the current report to Excel or PDF.
• Three‑dot menu: Allows creation of new report formats.
• Group By: Drag a column header to group data and automatically calculate sums.

⚠️ Note: Deleting a record that fails validation will show an error message and the record will not be removed.

✅ Summary

• Use Space to select single or multiple records.
• Press F2 to add a new voucher or master entry.
• Delete selected records with the Delete key after confirming.
• Toggle audit status with Ctrl + Shift + A; audited items are locked.
• View detailed voucher data via the Detail button.
• Print reports using Ctrl + P and choose desired format.
• Filter by date with F6 and by custom criteria with F1.
• Export to Excel or PDF using the respective icons.
• Group data by dragging column headers for quick summaries.