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The WorkPlace for Epicor platform provides a centralized Employee Web Portal for
processing and accessing critical financial transactions from the time of a Requisition
(Purchase Requests), Timesheet or Employee Expense Report all the way through to
posting in Epicor Financials. Each of the WorkPlace solutions provides Out-of-the-Box
integration with Epicor Financials.
Why WorkPlace?
The WorkPlace for Epicor provides a 100% web-based interface allowing all employees
to submit key information for approval and review electronically through their web-browser.
Many features enable the workforce to be self-serving and minimize the burden on
the Finance Department researching mysterious invoices and explaining budget overages.
Examples of how Epicor customers can benefit from the WorkPlace for Epicor platform
include:
- Assignment of Epicor database and company code for individual lines, enabling true
centralized procurement in a multi-company environment.
- Automated approval workflow for Purchase Orders and Invoices, eliminating month
end surprises and controlling spending
- Automatically allocate purchases across multiple account codes with GL Distribution
capabilities.
- Track and enforce budgets, keeping capital projects and financial budgets under
control. Includes direct integration with GL Reference Codes.
- Accurately and efficiently capture employee expense reports, providing direct oversight
of travel and other out of pocket costs.
- Out-of-the-Box integration in multiple areas, includes Accounts Payable, General
Ledger and even Reference Code assignment!
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The highly configurable interface, business rules and workflow engine is designed
to molded to your organization and operate as a seamless extension of Epicor Financials.
On-Premise or Cloud
Multiple integration configurations can be deployed on-premise or in the Cloud and
provide a seamless process that eliminates double entry and enhances any Epicor
installation. The WorkPlace for Epicor is scalable from as low as 10 users and to
1000s of employees for both local and international organizations. As expected by
Epicor customers, each organization can configure the interface and business rules
to their specific needs for individual users or roles.
Advanced Integration
The WorkPlace for Epicor solution suite provides out-of-the-box integration your
Epicor installation. Directly generate Epicor Purchase Orders and AP Vouchers after
workflow approvals are completed. Eliminate paper-based processes with automated
workflow with full electronic signature and auditing capabilities. Even assign WorkPlace
project, phase and task codes in AP, AR, and GL transaction entry screens.
All key financial information for account codes, reference codes, vendors, inventory,
customers, databases and more is automatically integrated eliminating the need for
custom import/export routines and manual updates.
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