Name
Effortless Financial Monthly Closings: Expert Tips and Techniques
Date & Time
Wednesday, May 7, 2025, 2:00 PM - 2:50 PM
Description
Closing periods can be hectic for finance professionals. This session provides tips and tricks to help you manage your time and workload more efficiently. Discover how to utilize automation and optimize the user interface for improved performance. Learn how to leverage BAQ reports and explore new features such as the Explorer View and Edit List to carry forward year-end balances. In this session, you will learn:
• Tips for managing time and workload during closing periods
• Faster access to information with Epicor Virtual Agent (EVA)
• Optimizing the UI for better performance
• Leveraging BAQ reports for insights
• Exploring new features like the Explorer View and Edit List
Session Level
Beginner, Advanced
Solutions
Epicor Financials, Kinetic
Industry
Manufacturing, Distribution
Audience
Finance
Session Type
Product Innovations
Topics 2025
Financials and Accounting