Future-Proof Your Financials: Move Beyond Legacy Systems

Epicor Financials’ Multi-Site Management module helps organizations with multiple locations gain unified financial control by managing intercompany activity and setting up distinct legal entities. Each site can run in the cloud or on-premises, offering flexibility and regional fit. The system supports scaling across servers, databases, and countries, enabling a seamless global business experience.

Running a business in an international setting requires oversight of commercial transactions in multiple currencies. With tools like the Multi-Company Management Module in Epicor Financials, you can manage daily currency exchange rates, purchases, and sales transactions in different currencies; run a periodic currency revaluation; or have a booking currency and reporting currencies in different books in different companies.

You can easily connect your ERP to any external, third-party payroll provider whenever you like, receiving the periodic GL journal transactions through a manual file upload.

Cash Management and Petty Cash modules streamline the handling of daily cash transactions, monitor balances, and automate reconciliations, helping businesses maintain control and visibility over their cash flow.

Epicor Financials streamlines and secures your payment and revenue processes by supporting electronic and check payments, Positive Pay fraud prevention, and MICR check printing. It also automates deferred revenue recognition, lockbox processing for incoming payments, and ACH or direct deposit for accounts payable; this ensures compliance, reduces risk, and improves financial accuracy.

Epicor Data Discovery (EDD) powers the customizable home page in Epicor Financials, where users can tailor the application's start screen to their own needs. You can track key business indicators that matter to your daily business, use dynamic reports, view live charts and BAQs, drill down into data, or start an application program.

Enterprise Search brings the Internet search experience to Epicor Financials. It provides embedded search capabilities through tag clouds of Epicor structured data that span all Epicor Financials applications built upon it. It can also extend beyond enterprise data to unstructured data like Word documents, all in a secure manner.

Epicor Learning is a complete training experience, a mapped and planned program that includes hands-on exercises and much more. The Epicor Learning license will give you full access to the Epicor Learning Center with a broad catalog of video-based courses and hands-on exercises, role-based learning paths, and the tools to quickly manage your entire training program.

With a user-friendly, easy-to-learn query editor, you can create and share live data queries and speed up reviewing transactions. You can also get access to data at your fingertips, helping your team stay more agile, actionable, and responsive.

Business Process Management (BPM) is all about identifying and improving processes to help your business stay efficient, disciplined, and better able to adapt to change. Epicor incorporates the BPM technology, enabling organizations to automate and streamline business processes for continuous improvement.

Epicor Functions sit alongside BPM. When you create functions, you set up your own unique ERP method. Both internal and external sources can then call this function to execute these processes (services). For example, a function can be called internally to look up a phone number or called externally from an outside program that attaches documents to part records. The Epicor Functions library is built over time to reuse these functions, eliminating the need to copy and paste this logic to multiple BPM directives.

Application Studio offers an easier, faster way to create your own user interface. Configure screens, fields, row rules, events, page layouts, and more through a visual designer and drag and drop functionality to add components. Best of all, you can build everything in a low code/no code environment.

Epicor Identity provides an added layer of security and central management for log-in and authentication across Epicor systems. Users maintain a single log-in to access Kinetic, Prophet 21, Epicor ECM (DocStar), Senior Living Solution, Epicor Ideas, the EpicCare support portal, the EpicWeb product portal, and the Learning Management System (LMS), with additional systems coming soon.

Epicor Financials in the Cloud delivers pragmatic innovations on a regular basis to keep your business up to date with the latest industry functionality, keeping your business highly competitive. Enable every employee, regardless of tenure or experience with an easy-to-use intuitive cloud-based user experience and embedded learning guides. A cloud-deployed Financials Core can connect to on-premises ERP systems easily. Set up additional pilot or test environments and defer cloud upgrades at your convenience.

Change Data Capture (CDC) is a method that allows you to synchronize information in real-time between Kinetic and other systems and applications. It identifies and captures data you create, update, and delete from Epicor and makes this change data available for use by different applications.

Representational state transfer (REST) services are a type of web service based on the architecture of the internet. Through this application program interface (API), these services link applications more easily through Internet-type connections. No code/low code configurations provide flexible solutions to help you stay ahead.