Name
EE41: Epicor ECM Advanced Features and Reporting for Kinetic
Date & Time
Monday, May 20, 2024, 1:00 PM - 5:00 PM
Description

Program Level: Beginner 

This Extended Education segment will focus on leveraging advanced features with DocStar to gain additional efficiency in document processing, AP invoice management using often overlooked ECM features as well as new ECM features. The segment continues with how to use ECM’s Reports feature (the new reporting engine) increasing visibility and information to support management decisions and processing efficiency. Attendees will gain insight in levering standard reports, ancillary reports that are available as well as a foundation on how to build your own reports. 

Cost: There is an additional $350 fee to attend this session. 

Objectives: 

  • Learn Advanced Searches and Saved Searches 

  • Learn usage of advanced features 

  • Learn Reports feature (new Reports) 

  • Gain foundation to Epicor ECM (DocStar) data 

  • Work with standard Reports, ancillary reports 

  • Gain foundation to building your own ECM Reports 

Audience: 

  • Accounts Payable 

  • Finance 

  • IT - Epicor ECM (DocStar) Administrators 

Prerequisites: 

  • General knowledge of Epicor ECM (DocStar) 

 

Location Name
Bayou E
Full Address
Gaylord Opryland Resort & Convention Center
2800 Opryland Dr
Nashville, TN 37214
United States
Session Level
Advanced, Beginner
Interest
Integration and Automation
Platform 2024
Kinetic
Industry
Manufacturing
Audience
Finance, IT, Operations
Session Type 2024
Interactive Learning