Visual Workflows provide a graphical method for configurating and sequencing workflow steps. The steps can include process steps, confirmations and approvals, connections, action batches, and multiple paths. The Visual Workflow feature was enhanced in EcoSys v8.5 with the addition of the ability to access comments within the workflow. Visual Workflows are executed by EcoSys end users. When […]
Tips & Tricks: 8.7 Removed Admin Screens
November 3rd, 2020
The EcoSys 8.7.01 user interface was enhanced to provide a more streamlined admin user experience and to improve configurability. Â Several screens have been removed as the functionality of most of these screens is accessible in other screens as detailed in the below table. The removed screens were native to EcoSys and could not be modified. […]
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
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 […]