Name
EE2: Epicor ECM Advanced Features and Reporting for Kinetic
Date & Time
Sunday, June 9, 2024, 8:30 AM - 12:30 PM
Description

Program Level: Beginner 


Cost: There is an additional € 255 EUR  fee to attend this session.


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. 

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) 
Session Type
Extended Education
Session Level
Beginner