Friday Feature - Rolling Forward Accounts

Every year, someone has to copy the chart of accounts from the current fiscal year to the next fiscal year. Now, that sounds like an onerous task, but with Escape Online it is easy squeezy!

Seriously, it is as easy as selecting the Roll Forward Accounts task in the System-Setup-Fiscal Year Status activity. You can do this at any time and you can do it more than once. 

The Roll Forward Accounts task is the first task of the new fiscal year. You perform this task from the "base" year, meaning that if you want new accounts in 2019, you use the task in 2018.

The Roll Forward Accounts task is the first task of the new fiscal year. You perform this task from the "base" year, meaning that if you want new accounts in 2019, you use the task in 2018.

This task creates accounts for the new fiscal year, linking to the accounts from previous years for historical reporting. The software also creates a history record stating how many accounts rolled forward and how many did not. A snapshot provides the details of the roll forward. If an account did not roll forward, the snapshot shows the account and the reason why it did not roll forward. (I am going to talk about all of this fantastic historical information next week.)

To review the results of the Roll Forward Accounts task, you go to the "account" year, meaning if you want to see what happened in 2019, you open the 2019 Fiscal Year record.

To review the results of the Roll Forward Accounts task, you go to the "account" year, meaning if you want to see what happened in 2019, you open the 2019 Fiscal Year record.

Even though this task is fast and seems so simple, don't be fooled. There is some incredible logic behind this task, especially when it comes to expired accounts.

Stay tuned! Over the next couple of weeks, we will have an in-depth exploration of this magical task!

Introducing Lisa

I’m happy to announce that Lisa Sierra is back at Escape as our Marketing Communication Manager. Lisa will be in charge of managing the website, marketing materials, and social media, among other tasks. Don't be surprised if she asks for your picture and a quote. She may even ask to video tape you or interview you, too! 

It is so fantastic to have Lisa back in our midst. She has a wealth of Escape and school business knowledge. Her work as a teacher and trainer at local schools and her work with about.com as the Spanish Food Expert only enhances the resources and expertise she brings to the table! ~Leslie Bailey

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"I’m very happy to be back in the Escape family. A lot has changed at Escape, like the number of customers and employees, but one thing that hasn’t changed is the desire to provide good customer service and to do what’s best for our customers. I’m looking forward to meeting more Escape users at conferences and events."

Updated Report Documentation

Every report sampler graphic in the documentation includes a link to a PDF! While we have received rave reviews of the online report samplers – users love that they can jump from report sampler to report sampler – users missed the PDF samples from the old documentation. Now, the report samplers will have a graphic thumbnail of the report, which will link to a PDF so that you can zoom in on the details of the sampler.

We have also enhanced the searching. Now, the documentation will highlight your search parameters on the pages found. (Previously, you would get a list of pages and then search using your browser’s find feature.) Since highlighting can be helpful or distracting, we also included an “unhighlight” button, which you can use to turn off the highlighting.

Now if you search for Fiscal15, that will be highlighted in the found pages. To turn off the highlighting, you can click the highlight toggle.

Now if you search for Fiscal15, that will be highlighted in the found pages. To turn off the highlighting, you can click the highlight toggle.

We are happy to announce that highlighted searching and report sampler PDFs are available to all users immediately.

We will continue developing and testing report updates for Version 18.01, scheduled to be release in the spring.

Training for Improved Documentation

In early January, I attended a four-day training for the software we use for creating our documentation (MadCap Flare). I learned so much that I had to take a moment to prioritize what new features/skills I was going to implement first. Seriously!

Me and some of my fellow technical writers, learning from Mike Hamilton, VP of Product Evangelism, MadCap Software (in front of the screen).

Me and some of my fellow technical writers, learning from Mike Hamilton, VP of Product Evangelism, MadCap Software (in front of the screen).

Training is one of the outstanding benefits of being an Escapee. Last year alone, I attended five training sessions, including a conference with my technical writing peers. Escape believes, like I do, that keeping up your skill set and learning about the latest trends makes you better at your job, which improves your work and home life. There is nothing like feeling successful!

Training for Escape employees is also an outstanding benefit to you, our customers. The trainings I attended last year brought you the ability to access documentation online and search using filters. This year, I am expecting to implement more improvements to searching, printing options, better screen capture resolution and a last-updated date stamp for each topic. 

I hope you are as excited as I am to see the new features in our documentation.