The IPA is a tool you will come to use frequently we have built several tips and tricks to help you navigate the Details panel.
Tab
The tab key on your keyboard allows you to move quickly between fields – Shift-Tab allows you to move backwards through the fields.
Space Bar
Some fields, when blank, will provide you a selection of valid inputs for that given field
- Finding Work Orders – If you know you raised a Work Order for a job it is reasonable for you to not remember the actual number associated with it. Hit the space bar and a list of the Work Orders, associated with the building and contractor will be shown.
- Schedule and Expense Type – By hitting the space bar all the Schedules for a building will be shown, the same for expense type.
Auto-Fill (In Certain Fields)
If you type partial words in certain fields these will be automatically recognized, and a short list of available matches show.
For example, in the expense type field type “main” will list just the expense types the “main” in the text “General Maintenance” and “Boiler Maintenance” This facility is available in
- Work Order/Contract – type key words of the descriptions and a short list will be shown, type a work order number and matching work orders will show, type the letter “c” and all contracts for the building will be listed.
- Schedule
- Expense Type
- VAT type
Date Picker
When you select any of the date fields (invoice, start, finish) the calendar popup will appear this makes easy to pick specific dates, equally though you may find it faster to enter the date in the format dd/mm/yy – particularly where the invoice is old.