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How do you successfully close your month in Epicor?

Updated: Feb 21, 2023

Thursday, May 7, 2020 12:00 P.M. - 1:00 P.M. Eastern

A successful and timely financial close is an important and critical part of running your business. In accounting, monthly close is a series of steps and procedures that are followed so that a company’s monthly financial statement are in compliance with the accrual method of accounting. A month end procedure should be unique to the company and its processes and it is essential to understand the required processes to be performed for a proper close of inventory and cost of sales. It will also be critical to know the many helpful reports and tools Epicor provides to close your company’s month end.

On Thursday, May 7 from 12-1PM EST, Sarah Montgomery will host a webinar on Best Practices for Month End. Some highlights from the webinar include:

  • Inventory Reconciliation and Job Costing throughout the Month

  • Auto Job Completion/Closing

  • Using a Month End Checklist and End User Procedure Guide

  • Reports and Trackers Essential for Month End

  • Tools to Lighten the Load

Missed the session? No problem! You can watch the recording below!

Want to learn more? Contact us!

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