Taskbar Jump Keys

Ways to get help while you work:

  • Handy Tool Tips
    for each field on every screen. When you hover in a particular field, Geni gives you hints about the information that should appear in the field; in addition, if more than one answer is available, Geni displays all of the possible entries for quick reference and selection.
  • Quick-Pick Lists
    are generated from integrated data contained in the setup, case management and accounting features of the program to make data selection quicker and learning how to use Geni faster.
  • Help Screens
    are available by pressing the Help button on the Taskbar at each level of the program or Ctrl+H on pop-up screens so each user can “learn as you go.”
TASKBAR JUMP KEYS

Take advantage of Jump Keys to move quickly between program features and reduce the time spent maneuvering and clicking on items with the mouse. The following table describes the jump keys assigned to program features:

Taskbar Main Menu Sub-Menu Item Jump Keys
Calendar Calendar Alt+A+A
Tasks & Projects Tasks Alt+T+T
Pick Task Alt+T+P
Clients Client Info Alt+C+C
Conflict Check Alt+C+F
Billing Register Alt+C+B
Payment Register Alt+C+P
Collection Letters Alt+C+O
Print Statements Alt+C+S
Earned Fees Report Alt+C+E
Trust Case Accounting Report Alt+C+R
Collection Analysis Report Alt+C+A
New Case Alt+C+N
Casework Alerts for Case Summaries Alt+W+A
Alerts List Alt+W+L
Court Docket Alt+W+D
Case Analysis Report Alt+W+R
Summary Report Alt+W+S
Paid More Than Earned Report Alt+W+P
Status Analysis Report Alt+W+N
Billing Analysis Report Alt+W+B
Checkbook Checkbook Register Alt+K+C
Accounting Alt+K+A
Enter General Ledger Transactions Alt+K+A+J
Reconcile Alt+K+R
Vendor Info Alt+K+V
Trust Trust Register Alt+R+R
Earned Fees Report Alt+R+E
Trust Client Case Accounting Report Alt+R+C
Paid More Than Earned Report Alt+R+P
Cases Needing Attention Report Alt+R+N
Marketing Potential Clients Alt+G+T
Import Potential Clients Alt+G+I
Management Reports
Financial Reports Alt+M+R+F
Profit & Loss Report Alt+M+R+F+P
Balance Sheet Report Alt+M+R+F+B
General Ledger Report Alt+M+R+F+G
Cash Position Report Alt+M+R+F+C
Receivables Aged Report (none assigned)
Performance Reports Alt+M+R+P
Quarterly Report Alt+M+R+P+Q
WIP Analysis Report Alt+M+R+P+W
Billing Analysis Report Alt+M+R+P+B
Collection Analysis Report Alt+M+R+P+Y
New Appointments Analysis Report Alt+M+R+P+N
Case Completed Items Report Alt+M+R+P+C
Other
Forms Alt+O+F
Manuals Alt+O+M
Pick Division (Div) Alt+O+V
Pick Representative (Rep) Alt+O+R
Pick Company Alt+O+K
Utilities Alt+O+U
Force Bill/Pay Update (contact Geni for assistance)
Force Earned Items Update (contact Geni for assistance)
Force Trust Balance Update (contact Geni for assistance)
Find Non-Balancing Split Entries (contact Geni for assistance)
Quarterly Report Archive Data (contact Geni for assistance)
Rename Division (contact Geni for assistance)
Merge Division (contact Geni for assistance)
Exit Program Alt+O+U+X
Setup
Complete the Setup Process (none assigned)
Setup Accounting Alt+S+A
 Account Numbers Alt+S+A+N
Expenses Allocation to Division Alt+S+A+E
Setup Auto-Doc (Memorized) Questions Alt+S+Q
Setup Bank Accounts Alt+S+B
Setup Calendar Alt+S+L
Setup Checklists & Fees Alt+S+K
Setup Codes Alt+S+C
Setup Company Alt+S+Y
Setup Court Info Alt+S+O
Setup Defaults Alt+S+D
Setup Division Alt+S+V
Setup Message/Description Alt+S+M
Setup Permissions Alt+S+_
Setup Related Party Alt+S+R
Setup Employees/Reps Alt+S+E
Setup Summary Report Alt+S+S
Setup Task & Projects Sections Alt+S+T
Setup Trust Alt+S+U
Earned Items 100% Alt+S+U+E
Account Numbers Alt+S+U+A
Check for Internet Update Alt+S+I