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