Home /
Products /
ERP /
Kinetic /
Kinetic Electronic Reports

Electronic Reports

Effortless Electronic Reporting

Name: Kinetic Electronic Reports
Brand: Epicor

Easily manage your business's electronic reporting needs with a flexible, intuitive solution designed to save time, boost accuracy, and help you meet global compliance requirements.

Request a Demo

Handsome businessman wearing eyeglasses using smart phone and smiling while standing near the office window, Copy Space

Overview

Benefits

Features

Integrations

FAQs

e-Reporting Simplified

Epicor Electronic Reports is the smart solution to simplify and streamline your reporting needs within the Kinetic or Epicor Financials system. This optional module empowers your team to design, deliver, and share electronic reports effortlessly, ensuring that your business stays efficient and compliant. 

Seamlessly share data from your Kinetic or Epicor Financials system in electronic formats with customers, suppliers, auditors, banks, investors, and authorities. Whether you’re managing high volumes of data or sending frequent updates, this module adapts to meet your business’s unique requirements with precision and ease.

Benefits to Kinetic and Epicor Financials Users

Streamline Compliance

Ensure you meet ever-changing regulatory requirements without hassle by automating and simplifying reporting processes.

Automate tax filings, financial statements, and compliance reports
Adapt quickly to new legal and regulatory standards
Reduce manual errors with built-in validation tools
Work efficiently with advisory companies and auditors

Mfg focused manager using digital tablet in a factory

Boost Productivity

Save time and focus on strategic goals by automating repetitive reporting tasks and streamlining data sharing.

Generate detailed reports instantly from real-time data
Share reports directly with stakeholders, advisors, or government systems
Minimize workload with reusable templates and scheduled automation

Reports for Every Need

Customize reporting to align with your unique business, industry, or compliance requirements.

Design flexible templates for recurring or one-off reports
Generate human-readable formats like PDFs and Excel alongside electronic files
Modify reports easily to match changing business needs or regulations
Automate reports to run and send on a schedule you choose

Comprehensive Features

Explore a wide range of features designed to simplify compliance, boost efficiency, and adapt to your business needs. From automation and integration to customization and ease of use, these tools empower you to manage reporting with confidence and precision.

Compliance & Reporting

Comprehensive Global Compliance

Stay aligned with evolving local regulations and tax requirements by automating filings for VAT, revenue, and tax submissions. Adapt quickly to new standards across geographies.

Audit-Ready Reporting

Generate XML files for audits or regulatory filings, including SAF-T and EDGAR compliance. Ensure accuracy and readiness for stringent government and industry requirements.

Flexible Country-Specific Solutions

Modify Country-Specific Functionality (CSF) solutions to meet changing legal and business needs. Customize reports for diverse regional compliance effortlessly.

Live Data Feeds

Send transactional data immediately after invoices or deliveries are processed, with built-in validation and certification tools to ensure compliance with strict regulations.

Automation & Integration

Real-Time Data Access

Automatically pull accurate, up-to-date information from your system, ensuring reports reflect the latest transactions, balances, and other key data points.

Dynamic Data Feeds

Deliver live updates for transactions, such as invoices and deliveries, enabling seamless real-time reporting and compliance with stringent timelines.

E-Invoicing Integration

Streamline processes by creating electronic invoices ready for automated customer systems, reducing manual effort and ensuring faster processing.

Bank Reconciliation Support

Automate payment tracking and reporting by integrating with your bank’s data feeds, enabling seamless reconciliation and reducing time spent on manual processes.

Business Process Integration

Connect seamlessly with external systems using Kinetic’s Service Connect architecture, enabling smooth data flow across platforms for compliance and efficiency.

Customization & Flexibility

Reusable Templates

Save time with customizable templates that streamline periodic reporting, enabling you to quickly generate consistent and compliant reports for recurring tasks.

Secure File Sharing

Protect sensitive financial data with encrypted file transfers, ensuring secure communication with third parties and safeguarding your business information.

Flexible Output Formats

Generate reports in a variety of formats, including XML, JSON, CSV, TXT, PDFs, and Excel files, to meet diverse business and regulatory needs.

Scalable Design

Easily manage increasing reporting volumes as your business grows, ensuring your system scales to handle greater data and complexity seamlessly.

Ease of Use

User-Friendly Interface

Design, edit, and manage reports effortlessly with an intuitive interface, making it easy for non-technical users to create detailed, compliant reports.

Custom Error Handling

Validate submissions to catch and resolve errors quickly, ensuring reports are accurate and reducing delays caused by incorrect filings.

Integrations

Easily connect your reporting solution to the tools and systems you rely on most. With seamless integrations, you can automate workflows, share data effortlessly, and stay on top of compliance across all of your systems.

Epicor Financials

Leverage your Epicor Financials architecture to pull real-time data and enable smooth communication across platforms for business transactions.

Customer Platforms

Create e-invoices that work seamlessly with your customers’ automated systems and portals.

Bank Systems

Automate payment tracking and reconciliation by connecting to your bank’s payment platforms.

Third-Party Platforms

Share transactional data, like invoices and deliveries, in real-time with external systems.

External Databases

Use Business Activity Queries (BAQs) to pull data from external sources whenever you need it.

Tax Authority Portals

Submit VAT returns, revenue reports, and tax forms directly to government systems with ease.

Your Solution for Any Report Type

Create virtually any report type you need and customize it to fit your unique business and compliance requirements. Tailor each report to meet specific regulations or goals with ease.

Compliance Reports

Meet global legal requirements, including tax filings, VAT reports, and SAF-T submissions.

Tax Reporting

Automate submissions to authorities with evolving structures.

Financial Statements

Submit reports for US-GAAP, IFRS, and SEC compliance.

Audit Files

Generate structured data for financial audits and advisory analysis.

e-Invoicing

Provide automated invoices for customers and partners.

EDI Transfers

Facilitate smooth data exchanges with trading partners.

Frequently Asked Questions

Find answers to common questions about our electronic reporting solution. Learn how it works, what it can do, and how it can help streamline reporting and compliance.

How Does it Work?

The electronic reporting solution works by pulling real-time data from your Kinetic system using Business Activity Queries (BAQs). It allows you to design, customize, and automate reports tailored to your specific needs. Using templates, you can map internal data to external formats required by tax authorities, auditors, or other stakeholders.

Reports can be saved, shared, and submitted in various formats, including XML, JSON, CSV, and human-readable PDFs or Excel files. Integration with external systems, like government portals or customer platforms, ensures seamless data flow and compliance with regulations.

What is a Business Activity Query (BAQ)?

A BAQ is a tool within the system that lets you pull specific data from your database. You can combine multiple BAQs to build detailed, structured reports tailored to your needs.

What are audit files and how are they used?

Audit files are large files that may include data from an entire financial year. They are required for financial audits or advisory analysis. The OECD's Structured Audit File for Taxation (SAF-T) standard helps businesses and governments exchange tax-related data, but each member state implements it differently.

What formats does it support?

Supported Output Formats Epicor Electronic Reports provides the generated electronic reports in the below formats:

XML
JSON
CSV
TXT

The SSRS Report Server may render the report data into multiple formats on the fly:

Excel
Word
PDF
Images
Live connection

What if my reporting requirements change?

The system is built to adapt to evolving legal requirements. You can customize reports quickly or modify pre-configured templates provided through Country-Specific Functionality (CSF) packages to meet new standards.

Use this section for other information that might be helpful for a smaller segment of users.

The SonicWall cloud-based management console and global dashboard give managed security service providers (MSSPs) a snapshot into the health of their tenants within a global view. Administrators can see the health of each tenant which is measured by the number of infections, vulnerabilities present, the version of Capture Client installed, and what and who is being blocked the most by Content Filtering. The dashboard can also distinguish which devices are online and operating.