Articles on: General FAQs

How to Use Global Keyboard Shortcuts?

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

Instead of clicking through multiple menus, you can use simple key combinations to get things done quicker and streamline 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
  • navigating to important sections
  • opening reports directly
  • viewing the full shortcut list anytime


Key use cases


1) Create new entities instantly

You can quickly create commonly used entities with these shortcuts:

  • Tab + Shift + C → Create a new Client
  • Tab + Shift + Q → Create a new Quotation
  • Tab + Shift + I → Create a new Invoice

2) Navigate to important sections faster

Move to key pages without searching through menus:

  • Tab + I → Open the Sales Dashboard

3) Access reports directly

You can also use shortcuts to open reports quickly.

  • Tab + Function keys → Open reports directly
  • Example: Tab + F10 → Open the Cashflow Statement


How to view all shortcuts

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

This will open the full shortcut list so you can check all supported actions in one place.


FAQs

How do I see all available keyboard shortcuts?

Press Tab + / to open the complete shortcut list.

Can I create new entities using keyboard shortcuts?

Yes. You can create entities like Client, Quotation, and Invoice using supported shortcut combinations.

Can I use shortcuts to open reports?

Yes. You can use Tab + Function keys to access reports directly. For example, Tab + F10 opens the Cashflow Statement.

Do these shortcuts work across Refrens?

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

Updated on: 07/04/2026

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