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Project Accounting

Every Detail Counts In The Race for Profit

With Epicor Financials, project management is powered by data—not guesswork.

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Overview
Benefits
Features
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Orchestrate Project Details Smoothly

Stay on top of complex processes, from planning to execution to reporting, with a project-based system that delivers a high-level overview. With just a few clicks, Epicor Financials displays current costs, time requirements, and available materials. Save time and boost efficiency by managing schedule details, estimates, actuals, and status updates all in one place.

  • Sales-order-triggered jobs
  • Work Breakdown Structure (WBS)
  • Time and expense entry via mobile apps
  • Project billing, accounting, and revenue recognition
  • Live dashboards and detailed reporting
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Benefits

Simplify Complex Projects

Streamline complex projects with one panoramic view. Epicor's flexible Work Breakdown Structure (WBS), dynamic workflows, and swift approvals transform management of multilevel phases, precise costing, and complex billing into one seamless process.

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Automate Revenue Recognition

Avoid tedious manual work with the Revenue Recognition Workbench. View costs and revenue on the WBS or the company level, even for multiple projects at once. Select the best method to meet your needs, such as percentage of completion, cost-to-cost, or units of delivery.

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Analyze Project Performance

Tailor charts and dynamic dashboards on your Epicor Financials homepage to instantly see KPIs, track progress, and evaluate performance. Execute critical applications directly from your dashboard, so you can swiftly address and mitigate risks.

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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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Essential Features

Built for Finance Experts

Save time with an organized approach for all aspects of a project within the same system. Project Accounting interacts with GL/AP/AR, sales and purchase orders, contracts, resource management, time and expense management, and payroll.

Planning Contracts

Improve vendor relations with planning contracts. Get special rates, decrease costs, and achieve higher margins. Link demand and supply to multiple projects by using the same contract number. Fulfill demand from specifically assigned contract warehouse/bin locations.

Project Billing

Improve the customer experience by generating accurate invoices based on progress, milestones, or user-defined stages. Oversee complex contract arrangements with sophisticated options in Project Billing, while managing project delivery more efficiently.

Resource Management

Ensure optimal use of all project resources. Define and allocate employees, contractors, equipment, machinery, comprehensive calendars, resource capabilities, roles, and capacities across the entire Epicor system. Get default burden and billing data automatically.

Microsoft Project® Integration

Manage resource schedules easily and simplify project planning. Project managers with extensive knowledge of Microsoft Project® will benefit from the bi-directional integration between Epicor Financials Project Management and Microsoft Project.

Complementary Mobile Applications

Increase workforce mobility and improve the employee experience with complementary modules for project workers to report time and expenses on the fly. Use attachments and photos for quicker approvals while saving time with entry templates.

Collaborative Project Accounting

Achieve project progress transparency with a smarter and more efficient collaboration among stakeholders. With the MS Teams integration, project teams stay more informed as collaborative entities in multiple networks, both internal and external to the organization.