Global Keyboard Shortcuts help you move faster inside Refrens by letting you create entities, open dashboards, access reports, and view shortcut lists directly from your keyboard.

Instead of clicking through multiple menus, you can use simple key combinations to complete common actions faster and improve your daily workflow.

What are Global Keyboard Shortcuts?

Global Keyboard Shortcuts are quick key combinations that work across Refrens. They help you perform common actions faster, such as:

• Creating a new client, quotation, or invoice
• Opening important dashboards
• Navigating to different sections
• Accessing reports directly
• Viewing the full shortcut list anytime
• Editing shortcuts based on your workflow

These shortcuts are useful for users who regularly create documents, manage sales, track purchases, check reports, or move between different Refrens modules.

Key Use Cases of Global Keyboard Shortcuts

1) Create new entities instantly

You can quickly create commonly used entities with keyboard shortcuts.
Examples:
Tab + Shift + C → Create a new Client
Tab + Shift + Q → Create a new Quotation
Tab + Shift + I → Create a new Invoice
This helps you create new records without opening menus manually.

2) Navigate to important sections faster

You can use shortcuts to open key sections directly.
Example:
Tab + I → Open the Sales Dashboard
This saves time when you frequently move between dashboards, invoices, reports, purchases, payments, and other modules.

3) Access reports directly

Refrens also supports shortcuts for opening reports quickly.
Examples:
Tab + F4 → Open Balance Sheet
Tab + F5 → Open Trial Balance
Tab + F6 → Open Profit and Loss
Tab + F10 → Open Cash Flow Statement
This is useful when you need to check reports regularly without searching for them from the sidebar or reports menu.

How to View All Keyboard Shortcuts

To see the complete list of available keyboard shortcuts in Refrens, press: Tab + /

This opens the full shortcut list modal. You can view all available shortcuts for sales, payments, purchases, leads, vendors, inventory, accounting, reports, and system actions in one place:

You can also view the shortcut list from: User Settings → Keyboard Shortcuts:

From this page, you can search for shortcuts, check existing key combinations, edit shortcuts, or reset them to default.

How to Edit Keyboard Shortcuts

Refrens lets you customize keyboard shortcuts based on how you work. You can edit shortcuts in two ways.

Option 1: Edit shortcuts from the shortcut list modal

Press: Tab + /

This opens the full shortcut list modal. In the modal, click Edit Shortcuts:

You will be redirected to the Keyboard Shortcuts settings page, where you can customize the shortcuts:

Option 2: Edit shortcuts from User Settings

You can also edit shortcuts directly from User Settings > Keyboard Shortcuts.

Once saved, the new shortcut will replace the previous key combination for that action.

To cancel while recording a new shortcut, press Esc.

How to Reset Shortcuts to Default

If you want to remove your custom shortcut changes and return to the original Refrens shortcuts, click: Reset all to Defaults

This will restore the default keyboard shortcuts provided by Refrens.

FAQs

How do I see all available keyboard shortcuts?

Press Tab + / to open the complete shortcut list. You can also go to User Settings → Keyboard Shortcuts.

Can I create new entities using keyboard shortcuts?

Yes. You can create entities like Client, Quotation, Invoice, Purchase, Expense, Vendor Lead, Inventory Item, and more using supported shortcut combinations.

Can I edit keyboard shortcuts?

Yes. You can edit shortcuts from User Settings → Keyboard Shortcuts. You can also press Tab + / and click Edit Shortcuts from the shortcut list modal.

Can I reset edited shortcuts?

Yes. Click Reset all to Defaults to restore the original shortcut settings.

Can I use shortcuts to open reports?

Yes. You can use supported shortcut combinations to open reports directly. For example, Tab + F10 opens the Cash Flow Statement.

Do these shortcuts work across Refrens?

Yes. These are global shortcuts designed to help you move faster across Refrens. Some shortcuts may depend on the page or context.

Updated on: 29/06/2026