Tips & Tricks: A Tour of EcoSys Connect

February 9th, 2021

Our newest integration product available to EcoSys customers, EcoSys Connect, is a no-code/low-code integration platform that consolidates data from multiple systems. It maximizes your existing technology investments with one login, one database and many solutions. Our cloud-enabled integration platform improves performance and reliability, while reducing implementation time and costs.     The EcoSys Connect User […]


Tips & Tricks: Debugging Action Batches Using Advanced Commands

February 5th, 2021

EcoSys configuration features include a set of advanced commands that can be utilized as configuration options during troubleshooting or for setup of advanced behavior. We‚Äôve discussed Advanced Commands before, but felt they are really worth revisiting. They are entered in the Advanced Commands field on the Options tab of a spreadsheet, report, form, chart, or […]


Tips & Tricks: Visual Workflow Comments

November 4th, 2020

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. ¬†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 […]