Epicor has released numerous feature enhancements, bug fixes, and improvements. Below is a breakdown of each of those release updates that Epicor users can leverage as part of this Epicor Financial Management tool.

  1. Improved Speed on Copy Paste from Excel
    • The speed for copy-pasting from Excel to spreadsheets took longer for select users. The speed for performing copy paste has therefore been significantly improved.
  2. Improved Value formatting for Journal Entry lines
    • Value formatting for journal entry lines has been improved for an enhanced user experience.
  3. The improved Load speed of Organization & Workflow
    • For select users, loading organization & workflow took a few minutes. We have improved the load speed of the organization & workflow to aid in a faster way of working.
  4. Default measure automatically set for New Calculation
    • This was an enhancement request by some EFP subscribers where the default measure must always be automatically set for the new calculation to avoid delays in starting new calculations.
  1. Sums not shown in drill down
    • Sums are now shown correctly in drill down.
  2. Adding a new account to the input sheet
    • For select users, Adding Account was disabled in input sheets. This has now been fixed and the addition of accounts works as it should.
  3. Can ́t post when the difference is zero
    • For select instances, the posting was disabled when the difference was zero. This has now been fixed.
  4. Workflow & Assignment level & data access scroll issue
    • For select instances, there were scroll and data access issues in the assignment and workflow part. The scroll bar has now been fixed to work as it should.
  5. Missing values in variable margin bar line widget
    • The dashboard chart has been fixed and now shows the correct values.

For more information on this Epicor Financial Planner product release or other Epicor Kinetic Financial Management tools, reach out to Encompass using the Contact Us button below.

About Encompass Solutions

Encompass Solutions is a business and software consulting firm that specializes in ERP systems, EDI, and Managed Services support for Manufacturers. Serving small and medium-sized businesses since 2001, Encompass modernizes operations and automates processes for hundreds of customers across the globe. Whether undertaking full-scale implementation, integration, or renovation of existing systems, Encompass provides a specialized approach to every client’s needs. By identifying customer requirements and addressing them with the right solutions, we ensure our clients are equipped to match the pace of the Industry.


The Gartner Magic Quadrant for Cloud ERP

The Gartner Magic Quadrant for Cloud ERP is an annually published report that outlines the research organization’s perspective on the best software available. This year, Epicor Software again received designation as a visionary in the category of Cloud ERP for Product-Centric Enterprises.

The published report is free to download for anyone interested in learning more about Epicor Software and other Cloud ERP vendors.

an image advertising the 2020 gartner magic quadrant for cloud erp report

You can download the Gartner Magic Quadrant for Cloud ERP for Product-Centric Enterprises report HERE.

Epicor ERP Cloud

Epicor ERP Cloud is a secure, economical, efficient, and reliable enterprise resource planning (ERP) system.

The solution provides businesses with flexibility and comprehensive support. It helps manufacturers simplify processes, optimize operations and ease IT responsibilities.

For example, Epicor Cloud ERP delivers a 99.5% or greater uptime.

Aerospace and defense manufacturer Wipaire leverages the benefits of Epicor Cloud ERP to free up resources and reduce costs.

The company enjoys real-time access to information, which delivers higher cost efficiency and better time management.

Wipaire Controller Mike Elrod commented about their choice to use Epicor ERP, “We chose to deploy in the cloud because it offered flexibility and cost savings and we no longer need to maintain in-house servers or equipment.”

Epicor ERP is built to scale alongside manufacturers as they grow and depend on better tools to deliver the results and experience their stakeholders and customers expect.

With Epicor Cloud ERP, businesses are better equipped to compete, thrive, and grow by harnessing data and implementing automation to improve productivity and profitability.

“We believe Epicor’s spot in the Visionaries quadrant proves that we are a cloud vendor of choice in the markets we serve and that our cloud ERP software is providing customers with the tools they need to succeed in today’s mid and enterprise markets,” said President Himanshu Palsule. “Our customer base is large, incredibly loyal, and actively engaged, and we will continue to foster those relationships to address and prioritize their feedback in future product updates so that our customers can push ahead of their competitors and can focus on business resiliency rather than IT administration.”

Placement in the Visionary quadrant validates Epicor’s ability to provide businesses with the best ERP solution. Read the Gartner Magic Quadrant for Cloud ERP for Product-Centric Enterprises report HERE to learn more.

About Encompass Solutions

Encompass Solutions is a business and software consulting firm that specializes in ERP systems, EDI, and Managed Services support for Manufacturers and Distributors. Serving small and medium-sized businesses since 2001, Encompass modernizes operations and automates processes for hundreds of customers across the globe. Whether undertaking full-scale implementation, integration, and renovation of existing systems, Encompass provides a specialized approach to every client’s needs. By identifying customer requirements and addressing them with the right solutions, we ensure our clients are equipped to match the pace of Industry.


Epicor invites you to a series of Epicor ERP webinars, deep-diving into the typical needs of a financial team and how these can be fulfilled by the Epicor ERP software and its add-on products. We picked a week in our calendar and scheduled several live sessions on Epicor financials as below. All webinars will be recorded and made available.

Epicor ERP Webinars

Every business needs to perform financial accounting and reporting periodically in one or another way. Epicor ERP has a vast range of financial core capabilities, modules and add-on products available to our customers helping streamline their financial processes by doing more with fewer resources in a shorter time. It is all about making their life as a financial professional easier and helping them to do their day-to-day job more efficiently.

Epicor ERP Financials Core Overview

Review of the Epicor ERP Financials Core capabilities, what’s new in the Epicor ERP 10.2.500 version and what is expected in Epicor ERP 10.2.600. Highlights of the optional Epicor ERP financial modules and a quick overview of the add-on products delivered by our ISV partners.

Date/Time: Monday, March 30, 2020 at 10:00 am CT

Registration Link

Epicor Data Analytics (EDA)

The new Financial Management package in EDA is the latest addition to our BI and Analytics product portfolio. Learn how to make intuitive, easy-to-use, dynamic, device-agnostic financial reports and dashboards with EDA in the cloud.

Date/Time: Tuesday, March 31, 2020 at 10:00 am CT

Registration Link

Epicor Electronic Reports

The delivery of electronic reports and e-invoicing solutions has never been easier than with Epicor Electronic Reports. You can extract any data from your Epicor ERP system in a structured format and use it for integration with any third-party systems, for audit processes, e-invoicing, legally required electronic reports and more.

Date/Time: Tuesday, March 31, 2020 at 11:30 am CT

Registration Link

Epicor XL Connect

The best Excel-based reporting product offers direct connection to the Epicor ERP database. You can create arbitrary reports with the REST API utilizing your own BAQ in Epicor ERP. Send reports and the underlying data to business analysts with the PackNGo or schedule repeated report delivery with the Broadcast functionality.

Date/Time: Wednesday, April 1, 2020 at 10:00 am CT

Registration Link

Epicor Financial Planner (EFP)

EFP is a great financial budget planning product integrated with Epicor ERP. This cloud-based product features an Excel add-in and a web-based interface, allowing a real-time collaboration with all stakeholders in a workflow-based budget approval process, as well as the comparison of budgeted figures and actuals.

Date/Time: Thursday, April 2, 2020 at 10:00 am CT

Registration Link

Epicor Cash Collect

If you need to tackle with late payments and outstanding customer invoices, Epicor Cash Collect is an excellent product to establish an efficient credit and collection process at your organization. Automate customer communication processes, transcribe and search calls, attach invoices to e-mails. Key customers can manage their invoices with the Customer Portal functionality.

Date/Time: Friday, April 3, 2020 at 10:00 am CT

Registration Link

Epicor Tax Connect

Sales and use tax determination at the best quality. Thanks to our partner, by connecting to an industry-leading, always up-to-date service through Epicor Tax Connect, you can save a lot of time on looking up the appropriate tax rates and preparing tax returns for all the states you do business in.

Date/Time: Friday, April 3, 2020 at 11:30 am CT

Registration Link

Epicor ERP Credit Card Processing

Description: Many elements of the entire credit card payment process are covered now by Epicor, helping you to save costs on processing credit card transactions securely, absolutely complying the industry standards. Review and manage transactions in real-time, make the payment experience to your customers flawless and easy by allowing them to pay with their credit cards.

Date/Time: Friday, April 3, 2020 at 1:00 pm CT

Registration Link

About Encompass Solutions

Encompass Solutions is a business and software consulting firm that specializes in ERP systems, EDI, and Managed Services support for Manufacturers and Distributors. Serving small and medium-sized businesses since 2001, Encompass modernizes operations and automates processes for hundreds of customers across the globe. Whether undertaking full-scale implementation, integration, and renovation of existing systems, Encompass provides a specialized approach to every client’s needs. By identifying customer requirements and addressing them with the right solutions, we ensure our clients are equipped to match the pace of Industry.