Insert a new line in Invoice or Order

One of the improvements in MoneyWorks version 9 is inserting an item line in the detail section of the transaction (e.g. Sales Invoice, Purchase Invoice, etc.)

To insert an item in between the list of items in a transaction of an older version, you have to append the new item and drag it to the position you wish to insert.

macOS: Shift + Option + drag to the position
Windows: Shift + Ctrl + drag to the position

It works fine, but we tend to forget the key combination.

Version 9 has improved it by allowing the user to insert line item anywhere in the transaction/order by press down the Shift key and clicking on the Add Line button. That’s it. You no longer require trial and error between the combination of Shift, Control, Option, and Command key 🙂

Go to the position: Shift + clicking on Add Line button.
insert a line in invoice or order

The same method applies to both macOS and Windows.

There are lots of improvement in MoneyWorks version 9. Book a demo or download a trial to test drive.

Comments are closed.