Keyboard Shortcuts

Keyboard shortcuts, or hotkeys, make using Zoho Expense faster and more convenient. They allow you to perform actions within the application quickly, streamlining repetitive tasks and saving time. With just a few keystrokes, you can create and save transactions, execute actions at the module or transaction level, and much more.

Notes:

You can press Shift + / to view the keyboard shortcuts, or access them from the profile section by clicking View Keyboard Shortcuts.
Users in custom roles can perform actions and access modules only based on the permissions enabled for them.

You can use keyboard shortcuts only for the modules that you have access to.

Enable Keyboard Shortcuts

You can enable keyboard shortcuts at any time. To do this:

Press Shift + /
(OR)
Click View Keyboard Shortcuts in the profile section to open it.
Toggle the switch next to Keyboard Shortcuts to enable. When the toggle is on, keyboard shortcuts will be enabled.

General

You can use these shortcuts from any page within the organization, and they will direct you to the relevant section or perform the intended action.

For instance, if you’re viewing your trip in an organization and need to switch to another organization, you can easily press the O key on your keyboard from any module to view the list of all the organizations you manage in Zoho Expense.

Action	Keys
Keyboard Shortcuts	shift + /
My Organizations	o
Navigate To	Opt + 0
Search	/

Go To Actions

You can use the following default shortcut keys provided to navigate to a specific module on the left side bar.

Action	Keys
Go to My View	Option + 1
Go to Trips	Shift + T
Go to Expenses	Shift + X
Go to Reports	Shift + R
Go to Advances	Shift + P
Go to Purchase Requests	Shift + Q
Go to Cards	Shift + C
Go to Approvals	Shift + A
Go to Analytics	Shift + Y
Go to Settings	S

Creation Actions

You can use the following shortcut keys to perform actions across various modules from anywhere in the organization. These shortcuts are applicable only to the Trips, Expenses, Reports, Advances, and Purchase Requests modules.

Action	Keys
Create New Trip	C + T
Create New Expense	C + X
Create New Report	C + R
Create New Advance	C + P
Create New Purchase Request	C + Q

Edit Keyboard Shortcuts

You can edit the shortcut keys for any action by clicking that particular shortcut key. To do this:

Note: You cannot edit the shortcut key used for Search.

Press Shift + /
(OR)
Click View Keyboard Shortcuts in the profile section to open it.
Click the shortcut keys for actions that you want to edit.
Update the shortcut and click the Tick icon next to it to save your action. In case you do not want to update, click the Close icon. Your changes will not be saved.

Disable Keyboard Shortcuts

If you do not want to use keyboard shortcuts anymore, you can disable it.

Press Shift + /
(OR)
Click View Keyboard Shortcuts in the profile section to open it.
Toggle the switch next to Keyboard Shortcuts to disable. When the toggle is off, keyboard shortcuts will be disabled.

Reset Keyboard Shortcuts

In case you’ve edited the shortcut keys and want to go back to using the default keys, you reset them. Here’s how:

Press Shift + /
(OR)
Click View Keyboard Shortcuts in the profile section to open it.
In the pop-up, click Reset Shortcuts in the top right of the page.