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EFP SaaS Web

Target audience: users of Epicor SaaS EFP versions.

Note: Some features may dependent on which version you are subscribing to.

  1. CLOUD EFP - Dashboard

    1. Create a new dashboard 00:00 - 00:25
    2. Add reports / assignments / widgets 00:26 - 03:03
    3. Assign dashboard to other users 03:04 - 04:15
    4. Delete dashboard 04:16 - 05:04
    5. Copy dashboard 05:05 - 05:33
    6. Edit dashboard 05:34 - 06:24

  2. CLOUD EFP - Include your variables inside destination in Business rules

    Indika

  3. CLOUD EFP - Store result in your chart of accounts in business rules

    Indika

  4. CLOUD EFP - Calculate cashflow rules

    Indika

  5. CLOUD EFP - Create a member in dimension

  6. CLOUD EFP - Install excel add on