18-03a Escape Tips and Tricks DBUG 8-25-1708/14/201700 08/10/20170" 08/11/201700 State CA CA CA CA...
Transcript of 18-03a Escape Tips and Tricks DBUG 8-25-1708/14/201700 08/10/20170" 08/11/201700 State CA CA CA CA...
DBUG AUGUST 25, 2017Escape Tips and TricksPresented by: Marie White and Tracy Lehmann
NEW ESCAPE USERSØ Check Out Previously Held Webinars
From July 13, 2017
• Understanding concepts and standards, including shortcuts, terminology, navigation, tips and tricks
• Searching, including favorites
• Managing lists and saving data grids
• Using data-entry efficiency tools, including quick starts, mnemonics and quick keys
• Reviewing reports, including emailing, distribution, favorites
• Setting up personalized notifications
REPORT - EMPLOYEE06EDD NEW HIRE
Ø Go to HR/Payroll – Reports - Employee
EXAMPLEEDD NEW HIRE REPORT
REPORT – REQPAY17INDEPENDENT CONTRACTOR REPORT
Ø Go to Finance – Reports – Req/Payment
Use mnemonics instead of dates for Favorite
EXAMPLEINDEPENDENT CONTRACTOR REPORT
CREATE FAVORITE ANDSCHEDULE REPORT
• Create Report Criteria• Run Report to review• Click Favorite• Click Manage• Click Add• Name Report• Schedule Report• Click Apply Changes• Click Save/Close
• Scheduled Reportfound in My Reports
Mark Your Calendar
September 6, 2017Finance User Group for AP/AR Clerks
September 13, 2017HR/Payroll User Group
September 15, 2017Open Lab
October 16-17, 2017Beyond Escape Conference