Name
Lab: Boost Collections Efficiency and Optimize Cash Flow Using Epicor Cash Collect
Date & Time
Wednesday, May 7, 2025, 1:00 PM - 1:50 PM
Description
In today's economic climate, efficient cash collection and credit management are critical. Join this lab to explore Epicor Cash Collect, powered by Lockstep, and learn how to automate collections, streamline customer communications, set up workflows, use the Next Best Action Workbench, and leverage the self-service portal. Plus, understand the roles of inquiry and credit manager user types. In this session, you will learn:
• Streamlining customer communications
• Setting up effective workflows
• Leveraging the self-service portal
• Roles of inquiry and credit manager user types
Session Level
Beginner, Advanced
Solutions
Cash Collect, Epicor Financials
Industry
Manufacturing, Distribution
Audience
Finance
Session Type
Interactive Learning
Topics 2025
Financials and Accounting