Tips & Tricks: New System Notifications

August 10th, 2020

With the 8.6 release of EcoSys, we reintroduced the icon previously known as the Visual Workflow ¬†Notifications icon as the System Notifications icon! The NEW System Notifications icon includes expanded functionality requiring an overall-encompassing, expanded title. In previous versions, the flag icon in the EcoSys Main Icon Toolbar was called Visual Workflow Notifications. When the […]


Tips & Tricks: Improved EcoSys Custom Time Periods

August 7th, 2020

Time periods are the fiscal periods in which data is recorded in EcoSys. This allows the distribution over time of transactions, custom fields, and categories. The default approach for time periods is represented by¬†Major Periods¬†and¬†Minor Periods. EcoSys functionality extends these system defaults by adding¬†Custom Time Periods.¬†Custom Time Periods (CTP) can be configured to allow sets […]


Tips & Tricks: EcoSys Advanced Commands (Advanced Configuration)

March 25th, 2020

Advanced Commands are a set of tools that can be utilized in EcoSys configurations to assist troubleshooting or to override a variety of system settings that control the data that EcoSys generates. The Advanced Commands box can be found in the Options tab of configuration screens for actions, action batches, charts, reports, spreadsheets, and mobile […]


Tips & Tricks: Navigation of EcoSys Visual Workflows

March 20th, 2020

ips and Tricks Visual Workflows

Visual Workflows are a graphical method for configuring and sequencing steps in a process. Visual workflows offer screens for displaying and collecting information from the user running the flow. This type of workflow can be easily configured and can include process steps, confirmations and approvals, connections, action batches, and multiple paths. An additional benefit of […]


Tips & Tricks: Introduction to the EcoSys Mobile Platform

July 23rd, 2019

EcoSys Mobile Platform

The EcoSys Mobile Platform allows for seamless interaction with the EcoSys web platform via a native mobile experience. It takes advantage of optimized performance and utilizes the latest technology, compared to web applications or mobile cloud applications developed to be generic across multiple systems. Benefits of implementing EcoSys Mobile include: Improved EcoSys Automation: familiar approvals, […]


Tips & Tricks: EcoSys Looping Actions

July 22nd, 2019

Looping Actions, introduced in EcoSys v8.2, were created to allow an action to run multiple times without requiring end users to manually run the action multiple times. How Looping Actions Work A Looping Action pulls a report to populate the parameter and then continues to run for each row in the report. This report is […]