Version 9

We have found 12 items matching your search query.

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Epicor DocStar - Document Management and Workflow

Mar 22
  • 539 Views
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DocStar is the newly acquired solution by Epicor that allows for powerful capabilities to eliminate paper in your organization.  It’s a multi-faceted solution that covers key areas of internal business communication and transactions.  Features include: Use desktop and network scanners to sc

Epicor XL Connect | Epicor

Dec 15
  • 424 Views
  • 2 Likes
Epicor XL Connect is a very powerful report generation and analysis tool that works inside of Microsoft Excel. The tool extracts real-time data from the Epicor database and presents it in the form of user defined Excel reports. This video is a recording of a live webinar. Come see the power of XLCon

Credit & Collections (ISV) | Epicor

Dec 15
  • 183 Views
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Anytime Collect from e2b Software is an advanced credit and collections third-party (ISV) product that integrates with Epicor 9 in either the cloud or on-premise environments. This video provides an overview and demonstration of this solution.   Video length = 35 minutes

AR & AP Financial Cycle Demo

Dec 15
  • 277 Views
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Video length = 11 minutes. This demonstration video shows AR Invoice Entry, AR Cash Receipts, AP Invoice Entry, and AP Payment entry.

Epicor Overview Demo

Dec 15
  • 273 Views
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Video length = 54 minutes. This demonstration video is a look and feel overview of the Epicor 9. It includes navigation, features and functions, menus, navigation, Favorites, Security, personalizations, embedded help, embedded education, grid features and manipulation, Excel integration, Outlook int

Epicor Accounts Payable Overview

Dec 14
  • 236 Views
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Video length = 13 minutes This video presents an overview of the Accounts Payable process.

Epicor Accounts Receivable Overview

Dec 14
  • 207 Views
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This presents an overview of the Accounts Receivable process for Epicor ERP 9, 10, Vantage and Vista. Video length = 10 minutes

Epicor Case Management (1)

Dec 14
  • 273 Views
  • 0 Likes
Epicor’s Case Management functionality in Epicor ERP 9 and Epicor ERP 10 provides an organization with a powerful tool to management customer inquiries, problems and issues, as well as any business process that requires an audit trail and history associated with an event. Video length = 6 minu

Epicor Time & Expense Management - Part 1

Dec 14
  • 276 Views
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Part 1 – Setup and Workflow configuration In this video we go through how to setup Epicor to accept Time & Expense entries from users.  We use a realistic example that has time & expenses requiring both an immediate supervisor and a project manager to approve. Part 2 will cover actual

Epicor Time & Expense Management - Part 2

Dec 14
  • 172 Views
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Part 2 – Expense Entry & Approval In this video we review and demonstrate how to enter expenses in Epicor 9 and how to approve the expenses Part 3 will cover Time Entry and approval.   Video length = 13 minutes

Epicor Time & Expense Management - Part 3

Dec 14
  • 175 Views
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Part 3 – Time Entry and Approval In this video we review how to enter time into Epicor 9 ERP and then run through a supervisor and project manager approval process via the workflow function. Part 1 covers setup and part 2 covers Expense entry and approval   Video length = 15 minutes

Weekly Time Entry for Jobs & Projects

Dec 12
  • 167 Views
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A brief overview on how weekly time entry works in Epicor 9 by Mark Chinsky This overview shows how to enter time using the Weekly Time Sheet option in Epicor 9 (and Epicor 10 when released).  It shows how to enter time manually, using the copy feature and also how to use the Quick Task Entry funct