Data entry - copy from line above / fill down

Entering dozens of lines on invoices, etc can sometimes become cumbersome, and unfortunately an import option isn’t always available.

Would be great if we could:

  • duplicate the contents of the cell directly above (account, price, project, division, etc) via keyboard shortcut or special symbol, like perhaps " (double quote)
  • right click on a cell and choose Fill Down to fill all empty cells below it with the same data (example: division, project happens a lot, since a given invoice and all its line items often fall under a single project). It would never overwrite existing entries, it would only fill empty cells in the same column and stop if it encountered a non-empty cell
  • navigate around a table with cursor keys, or at least have a few keyboard shortcuts:
    • next/prev cell
    • next/prev row
    • first/last row

If anyone is aware of macros, or firefox add-ons that could do these, please advise!

The copy line button does exactly what you want it to do:

Also, you can always do batch import via copy paste or API if required.

No, that simply duplicates the entire line. That’s not what I described.

Your request is confusing:

duplicate the contents of the cell directly above (account, price, project, division, etc) via keyboard shortcut or special symbol, like perhaps " (double quote)

that’s what copy line does

right click on a cell and choose Fill Down to fill all empty cells below it with the same data (example: division, project happens a lot, since a given invoice and all its line items often fall under a single project)

You seem to want:

  • create a new line that’s completely empty
  • fill down some fields
  • manually enter the rest

That’s not any different from:

  • copy an existing line
  • change the value you would manually enter
  • leave fields that you wanted to fill down untouched

It achieves the result you wanted, just done a different way.

navigate around a table with cursor keys, or at least have a few keyboard shortcuts

That’s achieved using standard short cuts like Tab, Shift Tab

I see your perspective. To me, it’s unnatural (and perhaps even more error-prone) to duplicate a filled-in line and then revert stuff I don’t want.

Here’s an example of the first request. Let’s say I am entering an invoice and I have this single row:

And now, I create a second line:

If I wanted, say, another line of Bank Charges, it would be great to be able to just press Ctrl+D or some shortcut to populate into the active cell the contents of the CELL directly above it. Not the whole line. I would just press Ctrl+D (or whatever) and move on to the next cell instead of searching for Bank Charges in the list. Yes, in this exact example I could have duplicated the row, and then deleted the stuff I don’t want. But why should I have to? The ability to just grab the number above (whether it’s a description, price, etc doesn’t matter, as long as it’s a typical data entry field) would be nice. You don’t use Ctrl+D in Excel?

In the second request, imagine I have this vendor invoice:

Say he sends me his invoices written in crayon so I can’t import it, and even AI can’t read his horrible scrawl. So I have no choice but to manually re-key this invoice. Fine, no problem. I go thru and key in all the line items. In reality, what I usually do is key in the descriptions and amounts, then go back and assign accounts, because it’s quicker than going through and thinking through the value of each cell line by line. In this contrived example, I would like to now assign all 18 lines to Project A and Division 1. I presently have to perform 144 mouse movements to get this done, whereas I could just fill in the project in the first row, and then – somehow, via keystroke, icon, right-click, etc – use a Fill Down command to auto-fill all the remaining blank cells underneath it to assign the same project, and then repeat for division. Way fewer clicks. In this example, lines 1-10 could be for project A, and 11-18 for Project B. That would be a total of 4 entries with Fill Downs to populate all that.

As for navigating, you can’t be seriously suggesting that pressing Tab and Shift Tab innumerable times is “as good as” just using directional arrows to navigate the grid, so we’ll just leave that alone.

These are just 3 examples of usability enhancements during data entry. Does the product work? Yes. Can I do my task? Of course. Could it be easier? Definitely. Would it save minutes per day? Yes. Hence the request. I’m old. Used spreadsheets before we had color screens and mice. And even 40+ years later, mousing around is still annoying. Not saying we should live in caves and avoid new things, but small usability tweaks can help make tasks more pleasant.

I also see your point. I know Manager.io UI isn’t the most polished, but my take is to find the fastest way to do the same thing even if it involves going outside of the software. If it’s more than 10 lines on the Sales Invoice, I don’t bother with manual entry. Rather than ask for a faster horse (better UI for manual entry), I look for a car (Excel).

What I do currently:

  • Save the batch operation template for creating Sales Invoice
  • Do all the work of creating the invoice in Excel since you are more familiar and it’s faster
  • Create a PowerQuery or construct an Excel formula to perform the transformation
  • Copy/paste into batch create
  • Reuse this Excel file for future entries

Yes, it’s bad design to require so much work in third party tools to do this, but I don’t expect major changes to the UI any time soon.

If you are interested, I can share the Excel file with you.

Hello @curmdugeon,

This is a common spreadsheet shortcut. And in light of that, I will merely state the following:

  1. Manager isn’t a spreadsheet software.

  2. Most other popular accounting software do not have selective copy features, in fact, most don’t even offer the ability to copy a whole line.

  3. Manager isn’t keen on custom keyboard shortcuts. In fact, this has been discussed endless times in forum, but failed to make it into ideas once.

I know this because I used to be a strong proponent for this idea, however, I soon learned to work around not having any keyboard shortcuts and I have to admit that I’m not doing so bad without