Shortcuts & tips

Fyal is fine with a mouse, but there are a few gestures that, once learned, you never let go of.

Keyboard#

The letter and number keys don't act while you're typing in a field or with a window open. Off the Mac, Ctrl instead of ⌘.

⌘Z (Ctrl+Z off the Mac) undoes the last thing you did, on any screen: deleting, marking an invoice as paid, changing an expense's category, creating or editing an invoice or an expense, moving a project or a task, changing a project or client detail, logging or deleting hours, linking or unlinking, marking a quarter as filed, deleting or replacing a filing receipt, changing a tax setting in Settings, importing a batch of invoices or expenses, the categories the AI sets, adding or removing a year, reordering the overview… Pressed repeatedly, it keeps undoing backwards, and ⇧⌘Z redoes it. On mobile, each change shows at the bottom with its “Undo”. A short notice says what was undone. Inside a text field or the notes, ⌘Z undoes what you typed in that field, as always. The history empties when you reload the page.

⌘K (Ctrl+K off the Mac) opens the command palette from any screen. With nothing typed it shows only what you used last (the first time, four suggestions). As you type, the pages and actions appear (new invoice or expense, import, open Kaperu, switch theme or language, the documentation, the legal texts, locking Fyal to step away without signing out), clients and projects by name, the year's invoices and expenses by number, client, supplier or amount (↩ opens them), and changes the period or fiscal year: “q2” or “quarter” for a quarter, “2025” for that year.

And it does things when you type them:

You can also hide the sidebar with “Hide sidebar”, among the options that appear when you hover your name, and bring it back with the button left at the top left. It is remembered for your account in that browser.

In these docs, additionally: ⌘K or / open search.

Tables#

• Select: click a row. ⌘/Ctrl + click adds or removes; ⇧ + click selects from the last one to that one.
• From the keyboard, like the Finder: with a row selected, ↑ ↓ move to another (with ⇧, they add), ↩ opens it, Space marks an invoice paid or pending, ⌫ deletes it (with undo), ⌘A selects them all, ⌘D repeats it and Esc clears the selection. / goes to the search box.
• Act on several: with several selected, right-click one of them. In invoices, mark them paid or pending; in expenses, give them a category or a project. Or delete them at once. The totals bar at the bottom then adds up just the selection, as in Numbers.
• Copy a value: click the cell's text. An amount, an invoice number, a tax ID; “Copied” appears. Amounts are copied as a bare number, with no currency or thousands separator. In the cell's empty area a click selects, not copies.
• Change a status: click the row's coloured dot (green paid, amber pending), without opening anything. Taxes are marked with their dot.
• Undo: on delete, the notice at the bottom has “Undo” for a few seconds.
• If something isn't saved: the same notice says “The change wasn't saved”, with Retry. Without a connection, what you change isn't lost silently.
• Clear the search: the cross in the search box.

Forms#

• Repeat a recurring invoice or expense instead of filling it from scratch: right-click → Repeat. The invoice comes with the next number and today's date; the expense, a month later. Check it and save.
• Client and project pickers: type to filter, ↑ ↓ to choose and ↩ to take it, without the mouse. Esc closes it.
• Create the client from the invoice: type the name in the picker and “+ Create”.
• Sums in amounts: in any figure field (base, exchange rate, budget, rate, hours) you can type “100+200” or “1500-320” (also “*”, “/” and brackets); when you leave the field or press Enter, the result stays. A decimal comma works the same as a point.
• Exchange rate: the calendar inside the field fetches another day's ECB rate, without looking it up elsewhere.
• Date outside the year: if the form complains about the date, it's because the year selected at the top is a different one. Change it first.

Importing#

• Drag straight onto the page of Invoices or Expenses: no need to open “Import” first.
• Phone photos: a photographed receipt (JPG, HEIC) works as well as a PDF.
• Duplicates: don't worry about importing twice; whatever already exists is flagged and not saved.

Projects#

• Dragging moves cards between columns and reorders them; tasks inside the project page too.
• Enter saves in any field of the page: name, dates, budget, task, hours.
• Task priority: click its dot.
• Tasks from the keyboard: click a row (or reach it with Tab), then ↑ ↓ to move, Space ticks it, ⌘↑ ⌘↓ moves it up or down, ↩ renames it and ⌫ deletes it.

General#

• Right-click anywhere: switch theme and reload.
• The logo goes to the Overview; your name opens Settings and the other options.
• Lock: after 10 minutes without activity, or whatever you choose in Settings → Profile → Lock; your password (or Face ID or Touch ID) opens it where you were.
• Data up to date: when you come back to the tab or window, Fyal brings in what you changed on another device (your phone's changes show up on the Mac), without reloading.
• Updates: Fyal updates itself. If there's a new version when you come back to the tab, it reloads, never with a form half filled.
• If something fails: instead of a blank screen, a notice with Reload; if it was a window (an invoice, an expense, the importer), also with Close, and the app keeps running underneath. Nothing saved is lost.