Friday Feature - Coordinating Deposits
You will notice that sometimes I make references to customer requests. This Friday Feature is all about a single customer request that resulted in a straightforward solution that all customers can enjoy. Here's the problem:
We have run into some problems with making deposits and want to know if there is any way to fix it. If two people are inputting deposits for the same district, the receipts will all combine together when you press “Go.” Is there any way to avoid this? We would like each district to start inputting their own deposits, but we do not want them to have to call every other district to make sure someone else is not in their first. Any insight you can give me would be greatly appreciated.
Now, I am sure that this XCOE customer (XCOE is Escape's cloud solution for California's smaller COEs) is not the only Escape customer to have more than one user entering AR receipts for invoices and creating deposits, but they spoke up and Escape Customer Care brainstormed an idea.
Here's the solution: a simple addition to the search form that allows you to limit your list of receipts to only those receipts created by a particular user.
The beauty of this solution is that it works perfectly with search favorites, where you could literally make this field default to your user ID.
I don't mean to sound like a cheerleader for Escape, but when I read the release notes for version 14.02, this feature really struck a chord. Sometimes, it is the little things in life that make a big difference.