Epicor ERP Features
Expense Reports
Ease of Creating Expense Reports
Creation of expense reports takes little time and is intuitive for new users.
N/A
Bank / Credit Card Integration
Can easily pull in receipts from all credit card statements.
N/A
Smart Categorization
Automatically assigns categories/accounts based on past entries and credit card statements.
N/A
Digital Receipt Management
Provides various methods to easily capture receipts digitally and can automatically parse receipts to create expenses report entries. Methods may include mobile photos, desktop drag and drop, etc.
N/A
Employee Reimbursement
Functionality to reimburse employees directly to their bank account or can easily integrate with payroll system.
N/A
Currency Conversions
Enables easy entry of expenses in other currencies and converts to expense report currency.
N/A
Credit Card Integration
Integrates with corporate or personal credit cards (import or bi-directional).
N/A
Creation of expense reports takes little time and is intuitive for new users.
Can easily pull in receipts from all credit card statements.
Automatically assigns categories/accounts based on past entries and credit card statements.
Provides various methods to easily capture receipts digitally and can automatically parse receipts to create expenses report entries. Methods may include mobile photos, desktop drag and drop, etc.
Functionality to reimburse employees directly to their bank account or can easily integrate with payroll system.
Enables easy entry of expenses in other currencies and converts to expense report currency.
Integrates with corporate or personal credit cards (import or bi-directional).
Invoice Generation
Templates
Provide standard invoice templates that can be customized by users.
N/A
Digital Invoices
Ability to convert invoices to digital formats such as PDF.
N/A
Recurring Invoices
Automatically generates invoices at pre-defined time intervals.
N/A
Provide standard invoice templates that can be customized by users.
Ability to convert invoices to digital formats such as PDF.
Automatically generates invoices at pre-defined time intervals.
Invoice Processing
Approvals
Include workflows for approvals of invoices or payments.
N/A
Batch Processing
Process multiple invoices without human intervention.
N/A
Consolidation
Allow users to consolidate multiple invoices into one.
N/A
Include workflows for approvals of invoices or payments.
Process multiple invoices without human intervention.
Allow users to consolidate multiple invoices into one.
Client Invoicing
Invoice Creation and Delivery
Ability to create and send printable or electronic invoices. Includes standard invoice style library that can be customized/branded.
N/A
Electronic Payments
Accepts electronic payments from clients.
N/A
Project Accounting / Revenue Recognition
Provides adequate reporting and/or can integrate to AP systems to recognize revenue appropriately.
N/A
Ability to create and send printable or electronic invoices. Includes standard invoice style library that can be customized/branded.
Accepts electronic payments from clients.
Provides adequate reporting and/or can integrate to AP systems to recognize revenue appropriately.
Mobile
Receipt Capture
Can easily capture receipts, parse receipts and convert/assign them to a report from mobile device.
N/A
Mileage Tracking
Allows users to track mileage from mobile device using maps or GPS.
N/A
Travel Itinerary and Flight Status Updates
Mobile application can store travel itineraries, electronic documents, and updates user of travel delays/changes.
N/A
Can easily capture receipts, parse receipts and convert/assign them to a report from mobile device.
Allows users to track mileage from mobile device using maps or GPS.
Mobile application can store travel itineraries, electronic documents, and updates user of travel delays/changes.