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Reporting, Tracking, and Approval on the Go

Time and money are two key aspects that impact your business profitability. You need to help ensure you make proper payments to your employees or subcontractors and accurate billing to your customers. Manual time and expense reporting processes can be time-consuming and often result in inaccurate data.

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Overview
Benefits
Capabilities
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Mobilize Your Workforce with Epicor Financials

With the Epicor Time and Expense Management mobile apps, workers can easily report tasks and expenses with their phone. This makes the approval process more organized and agile, resulting in more accurate and up-to-date cost accounting.   

The mobile apps, integrated closely with Epicor Financials, give you full control and visibility for better, data-driven decisions about any time or cost-based activity.   

Data flows seamlessly between the mobile apps and the Epicor Financials modules, such as Financials Core, Project Management, Asset and Service Management, and more.   

  • Real-time reporting of time and expenses 
  • Eliminate manual entries and reduce inaccurate data reporting 
  • Increase transparency and business process adherence 
  • Increase productivity and efficiency 
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Benefits

What Type of Workers Can Benefit From Mobile Apps?

Depending on the business and role, many employees or contractors may not be assigned to a specific workstation or location. For those who frequently travel or move between locations, the easiest way to report their tasks or expenses is through a mobile app they can easily install on their own devices. They don’t even need a laptop to log in to Epicor Financials, and in many cases, they don’t need to be familiar with the system.

A modern, intuitive mobile app that highlights key information allows users to quickly report time and costs, letting them move seamlessly to their next task.

Job roles that commonly use benefit from mobile work apps include:

  • Sales account managers 
  • Project managers 
  • Field service technicians 
  • Frequent travelers 
  • Fully remote or hybrid workers
  • Contractors and subcontractors 
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Leverage the Flexibility of Epicor Financials

Built-in dimensions functionality in the General Ledger Chart of Accounts links all approved and posted transactions to codes for cost centers, sales territories, salespersons, customers, product lines, and more.  

Epicor Financials can be configured to fit your business and provide granular data on time and expense transactions for more accurate and actionable business intelligence reports.  

  • Close integration with Epicor Financials and its modules 
  • Flexible configuration to meet your simple or complex business needs 
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Enjoy a Rapid ROI Through Mobile Apps

Empowered workers can do more in a less time, giving your business a competitive edge by reducing time spent on administrative tasks.   

  • Compatible with Android and iOS mobile devices  
  • Easy start with mobile apps 
  • Intuitive apps with minimal training 
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Epicor is proud to be recognized as a Leader in the 2025 Gartner® Magic Quadrant™ for Cloud ERP for Product-Centric Enterprises, marking three years in a row.

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Capabilities

Create Time Sheets Easily

Create and link direct or indirect time sheets to service jobs, projects, maintenance jobs, or other activities. Submit on a daily or weekly basis, using quick codes for repetitive entries.

Streamline Reporting and Approvals

Requesters can view all submitted time sheet reports in a single view and approve or reject multiple reports at once. Filter to see reports for a specified period. All users get in-app notifications to easily track changes and updates.

Create Expense Reports With Ease

Expense reporting has never been easier.    

  • Build general reports or link reports to a project and work breakdown structure (WBS).  
  • Enter and review all expenses in a list or summary view before submission.  
  • Save time copying existing reports and using quick codes defined in Epicor Financials to quickly access recurring expense registration. 
  • Use your phone camera to capture receipts and digitally attach them directly to the reports.
  • Flag an expense to determine the payment method. 
International Support

Expense Management supports localization for number and currency formats based on user location. It also handles multiple tax liabilities by selecting the select tax code/type. The Time and Expense Management mobile apps are available in English, Spanish, French, Chinese (traditional and simplified), and German. 

Let's Talk

Thousands of enterprises rely on Epicor software to help them grow and scale. Bring us your questions. Tell us what's working and what's not. We'll work with you to curate the right solution for your business.

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