Parameter Configuration & Best Practices

November 12th, 2021

Parameters are one of the most powerful tools available in EcoSys. Parameters expand the possibilities of how users interact with the system. To obtain the desired level of interactivity, EcoSys designers must effectively harness the power and flexibility of EcoSys Parameters in the design of interactive EcoSys configurations. An EcoSys Parameter allows the end user […]


EcoSys v8.8 ‘New Record’ Options in Forms

November 11th, 2021

EcoSys continues to enhance and add new configuration options in Forms. Forms in EcoSys are another data tool that provides users an easy-to-read format which contains just the essential fields they need. Starting with EcoSys v8.8.01, Forms can be configured to enable the data entry of a Single new record or Multiple new records. This […]


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’ve 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: 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 […]