Margie and Terri present. Tips and Tricks. Beyond Escape

Transcription

1 Margie and Terri present Tips and Tricks 1

2 Please Silence Your Cell Phone Thank you 2

3 Terri Hammond Training Manager Insert photo here. Consideration bio about with some presents 20 Years at Escape Technology 3

4 Margie Wells Implementation Analyst 20 Years of training, implementations, and customer relationship support! Loves having fun with co-workers and friends. She was a high school football coach, enjoys yoga and loves the movies. 4

5 ESCAPE BASICS Getting Started Activity Tree Quick Start Online Resources 5

6 ESCAPE BASICS Activity Tree - School Secretary SUCCESS Reports The Admin List of Reports. Accounts Read Only My Reports They can view reports Requisitions Stores Requisitions Vendor Requisitions 6

7 ESCAPE BASICS Activity Tree - School Secretary Accounts Read Only Requisitions Department Requisitions Stores Requisitions Vendor Requisitions Reports The Admin List of Reports My Reports They can view reports 7

8 ESCAPE BASICS Activity Tree - Fiscal Director (CBO) SUCCESS Journal Entries and Budget Transfer Create, edit and post Finance Setup Budget, Accounts, Purchasing Fiscal Report All other Reports under Fiscal My Report They can view their reports 8

9 Journal Entries and Budget Transfers ESCAPE BASICS Activity Tree - Fiscal Director (CBO) Accounts and Budget/JE Approval Reports All other Reports under Fiscal Finance Setup Department Record, Creating Accounts My Reports They can view reports 9

10 ESCAPE BASICS Activity Tree - TIP HOVER 10

11 Quick Starts Start your engines! Do you use Quick starts? A. Always B. Sometimes C. Never D. What s a Quick Start 12

12 Quick Starts Cross the finish line FIRST! 13

13 Quick Starts Cross the finish line FIRST! VR = Vendor Requisition REF = Reference # 14

14 NEW Online Resources Knowledge is power! Documentation Tools Blog/Newsletter Videos Release Information Webinar Signup 15

15 Online Resources Documentation 16

16 Online Resources Documentation Use to return results with an EXACT MATCH to your search term(s) 17

17 Online Resources Documentation Use AND to narrow your search to get a list that includes BOTH words 18

18 Online Resources Documentation Use OR to get a list that includes ONE OR BOTH words 19

19 Online Resources Blog/Newsletter 20

20 Online Resources ALL Release Info 22

21 Online Resources General Release 23

22 Online Resources Portal Release 24

23 Online Resources Report Release 25

24 Online Resources Upcoming Changes 26

25 Online Resources Tools Guides & Information Templates for imports 27

26 Online Resources Escape Guides 28

27 Online Resources Escape Guides 29

28 Online Resources Escape Guides 30

29 Online Resources Import Templates 31

30 Import Templates Download the template Use template & How To from import activity Create import file 4 Import the file 32

31 Online Resources Videos 33

32 Online Resources Tutorials Videos Webinars 34

33 Online Resources Webinars View & sign up for upcoming webinars 35

34 Adrianne Lawson Customer Rock Star! Adrianne Lawson Accounting Technician Holtville Unified School District Imperial County Phone (760) Escape user since July 2018 Started an AP Tips and Tricks Diva Lunch Group 36

35 Adrianne Lawson Holtville Unified School District, Accounting Technician The views and opinions expressed in this part of the presentation are those of the customer and do not necessarily reflect the official policy or position of Escape Technology. Tip 1 Don t try try to to learn learn everything at at once once Tip 2 Learn something every day Tip 3 Use the Tools How To Tip 4 Tell Use a the friend On Hold flag 37

36 Thank-You Adrianne Lawson You ARE a Rock Star Diva! Adrianne Lawson Accounting Technician Holtville Unified School District Imperial County Phone (760) Escape user since July 2018 Started an AP Tips and Tricks Diva Lunch Group 38

37 Mnemonics Search Tricks to find what you re looking for! Multi Select Tool Tips Favorites 39

38 Love the Grid Create Your Own Report CUSTOMIZE YOUR LIST The Grid is super easy to use with drag and drop columns, listing of additional columns, sorting, collapsing, and expanding SORT GROUP FILTER ADD COLUMNS COLLAPSE/EXPAND 40

39 Data Grids 1 1 Drag and drop a column heading into the header row to group. 3 2 Right click on a column to add/remove a column from the grid. 2 3 Click the down arrow on a column heading to filter the grid. 41

40 Data Grids 1 Create the Grid 2 Click Layouts 3 Click Save 42

41 Tool Tips When you see (or Partial) it will search that word ANYWHERE 43

42 Multi Select Shift Key Selects a group of codes Ctrl Key Selects random codes Tip: Press ENTER key to add to search 44

43 New Search Fields 45

44 Templates Online Resources - Tools Payment Transaction Importing A/P Payments. All Payment Types Copy a batch Receipt Transaction Importing AR Receipts Journal Entry Import Quick way to import accounts Vendor Detail Mass change vendor records 47

45 Payment Transaction Template WOW your boss! Saves Time All Payment Types Sample Winning FAST One File Easy Done Create an Import File Vendor Payments Online Resources Software Creates Direct Payments Templates Payment payments for you! Employee Payments Transaction - Standard MAGIC 48

46 Receipt Transactions Sneaky Move! All Receipts Easy Copy Import Winning Types Copy Easy Done Invoice Receipts Customer ID Receipts Misc Receipts Create a batch Online Resources Copy a batch Tools Template - Receipt Transaction - Standard Software Creates receipts for you! Sneaky! 49

47 Journal Entry Template It s not an Illusion! Saves Time All JE & BT Types Sample Winning FAST Precise Easy Done Create an Import File General JE, Bud Rev, Online Resources Bud Trans, and MORE Tools Import Templates Journal Entry Import Software Creates JE or BT for you! 50

48 Vendor Detail Template It s not an Illusion! Saves Time Two Ways Sample Winning FAST 2 WAY Easy Done Create an Import File Two ways: Online Resources Vendor Activity Tools Import Mass Change Activity Templates Vendor Detail Quickly updates a list of Vendor Records 51

49 THANK YOU! Questions? BEYOND ESCAPE

50 Please provide feedback in the Whova app We care GIVE US FEEDBACK about what you think about the sessions 54

51 CONNECT WITH US Follow us on Escape with us TODAY! Like us on Facebook facebook.com/escapetech Follow us on LinkedIn linkedin.com/company/escape-technology Check out our blog escape.technology/blog Sign up for our newsletter Text escapetech to