Escape Webinars

Webinars

 
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...

 
Accounts Receivable - 1/30/2019 - 1:30 to 4:00
  • Recording and posting receipts, as well as creating and processing AR invoices and using the new Receipt Tranactions activity
  • Scheduling Invoices and coping invoices to help streamline your AR processes
  • Setting up receivables, printing invoices and statements and running basic reports

To register click here...

 

Position Control/Year End - 3/5/2019 -  9:00am to 11:30am
  • Understanding position control, including accounts
  • Verifying setup, including salary schedules, pay schedules, calendars
  • Reviewing positions, including ending/creating - Managing account changes
  • Roll forward assignment process, including rolling back and rolling forward multiple times, and running reports to review the outcome

To register click here...

 

HR/Payroll User Group - 3/5/2019 -  1:00 to 3:00

Agenda to be determined

To register click here...

 

Original Budget - 3/27/2019 -  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

To register click here...

 

Add-On Basics - 4/16/2019 -  9:00am to 11:30am
  • Add-on Basics
  • Review Addons: Substitutes, Vacation Pay (Onetime or Ongoing), Stipends, Logevity, Docking Addon Overrides: Employee Setup, Adjust Pay
  • Searching
  • Reports

To register click here...

 

Finance Reports - 5/20/2019 -  9:00am to 11:30am
  • Using Report Criteria
  • Report Favorites
  • Scheduling Reports
  • Report Favorite Activity
  • My Reports
  • Report Warehouse

To register click here...

 

YE Purchasing and Pre-Pays - 6/19/2019 -  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 - 6/19/2019 -  1:00pm to 3:00pm

Agenda to be determined

To register click here...

 

Year End Closing - 7/17/2019 -  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...

 

New User Training - 9/17/2019 -  9:00am to 11:30am
  • Understanding concepts and standards, including shorcuts, 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 - 10/10/2019 -  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 - 12/9/2019 -  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 - 12/10/2019 -  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 - 12/18/2019 -  1:30 to 4:00
  • 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...