Escape Webinars

Webinars

Retro Payroll - 1/24/2018 - 1:30 to 4:00
Retro Payroll Checklist
  • Rules
  • Pay dates
  • Selecting Addons
  • Working the List
  • Editing Retro Payrolls
  • Unposting Retro Payrolls

To register click here...

 

Finance Cascading Permissions - 2/28/2018 -  1:30 to 4:00
  • Understanding the cascading setup that affects Finance activities and documents
  • Reviewing Finance setup in the Organization record
  • Reviewing Document setup in the Department record
  • Reviewing User permissions for organizations, departments, locations, activities and tasks

To register click here...

 

Position Control & Year End Payroll - 3/28/2018 -  9:00am to 11:30am
  • Understanding position control, including accounts 
  • Verifying setup, including salary schedules, pay schedules, calendars
  • Reviewing positions, including ending/creating - Managing accounts changes

To register click here...

 

HR/Payroll User Group - 3/28/2018 -  1:00 to 3:00

Agenda to be determined

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Original Budget - 4/26/2018 -  9:00am to 11:30am
  • Discuss position control budgeting, which is how Escape Online budgets for salary accounts.
  • Demonstrates loading salaries, vacancies and benefits
  • It also covers assumptions and data based budgeting
  • Viewing and editing of line items from the Budget Entry activity
  • Review Budget reports, submitting and posting Original Budget

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HR/Payroll Reports - 5/15/2018 -  1:30 to 4:00
  • Using Report Criteria
  • Report Favorites
  • Scheduling Reports
  • Report Favorite Activity
  • My Reports
  • Report Warehouse

To register click here...

 

YE Purchasing and Pre-Pays - 6/19/2018 -  9:00am to 11:30am
  • Details the preparation and procedures required for closing the books for the fiscal year
  • Step-by-step information on requisition year-end processing
  • Setup of liabilities and receivables, and year-end processing setup

To register click here...

 

Finance Users Group - 6/19/2018 -  1:00pm to 3:00pm

Agenda to be determined

To register click here...

 

Year End Closing - 7/17/2018 -  9:00am to 11:30am
  • Step-by-step information on requisition year-end processing
  • Setup of liabilities and receivables, journal entry year-end processing setup
  • How to close out the fiscal year and year-end reporting
  • Overview of purchasing, warehouse and fixed assets year-end physical inventory
  • Overview of account roll forward, expire, and general account management

To register click here...

 

Accounts Payable - 8/14/2018 -  9:00am to 11:30am
  • Covers importing, creating, editing and approving payments
  • Vendor record management is discussed in detail
  • Vendor address fields, defaults and 1099 processing fields
  • Explores researching payments, as well as creating reports and vendor labels

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New User - 9/11/2018 -  1:30 to 4:00
  • 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

To register click here...

 

Revised Budget & Interim Reporting - 10/10/2018 -  9:00am to 11:30am
  • Loading data into the revised budget model
  • Editing via the Budget Management and Budget Entry activities
  • Posting the budget model
  • Discussing budget reports

To register click here...

 

1099 Reporting - 12/11/2018 -  9:00am to 11:30am
  • Reviewing vendor address fields, defaults and 1099 processing fields
  • Checking your setup
  • Reviewing the tax year
  • Generating the 1099 files

To register click here...

 

W2 Reporting - 12/12/2018 -  9:00am to 11:00am
  • Discussing the W2 loading process 
  • Checking your setup (contributions, deductions, addons and system setup)
  • Loading and reviewing the tax year
  • Generating the W2 files

To register click here...

 

ACA Reporting - 12/18/2018 -  9:00am to 11:00am
  • Checking setup for ACA data collection
  • Using the Employee ACA activity
  • Discussing various reports and processes for tracking and reporting compliance
  • Reviewing the latest regulations

To register click here...