Friday Feature – Searching for an Account Using an Alias

SACS allows for up to 60 characters in an account. That’s a lot of characters. Now, I know, the account is broken down into components: fund, resource, object, etc., but still it does seem like too much to remember on a daily basis, especially if you have access to a lot of accounts, but really only manually enter a few.
For example, a Principal may have access to many accounts for oversight, but only use a handful of accounts for ordering supplies for the office. For those few accounts, the Principal could use account aliases or shortcuts that are only 6-digits long. (Account aliases are assigned internally by Escape Online.)

Let’s see how this works.

Here is a screen capture of the Accounts list for the Principal. You can see that she has 1,212 accounts for her high school, but all she wants to do is order some toner for her printer using the highlighted account.

Instead of having to remember 010-4300-0000-0-0000-7700-160-D00-0450-0, all she has to is remember the alias, 112861.

She can use the alias throughout Escape Online: in reports, on the Account search, in the Account field in the Vendor Requisition, and more! Escape Online automatically knows the full SACS account!

Stay tuned for next week’s celebration of searching for accounts using everything we have learned in the series.