The budgeting and forecasting process is traditionally a complex, time-consuming, and error prone task for many organizations due to how the process is manually managed—coordinating the people involved and collating all of the information using tools that are not designed for the purpose. With Epicor Financial Planner as the core software, ATC has developed processes for streamlining local bank and accounting processes to create FOS - Financial Oriented Solutions System, an operation and control tool for any financial institution that requires state-of-the-art technology to satisfy its competitive market. ATC is an International System Integrator with extensive experience in the provision of Epicor ERP in the financial, media, enterprise and public sectors. ATC joined the Epicor Inspired Partner Network in 2001 with services in Greece and Cyprus and has achieved 15 certifications based on successful implementations.

1. Benefi ts
• Microsoft Excel-based budget input
and review
• Streamlined budget entry
• Copy history in a single click
• Spread budgets evenly or based on trends
• Budget at account or line item level
• Include comments
(account or line item level)
• Pre-built as well as user-defined input
templates
• Planning and budgeting
• Forecasting (single or multi-year)
• Modeling and what-if analysis
• Budget data immediately available
for reporting
• Sophisticated approval workflow
• Multiple budgets and budget versioning
Epicor ERP
Epicor Financial Planner
Take control of the budgeting and planning process
The budgeting and forecasting process is traditionally a complex, time-consuming,
and error prone task for many organizations due to how the process is manually
managed—coordinating the people involved and collating all of the information
using tools that are not designed for the purpose.
Many businesses recognize the advantages of preparing budgets, including:
• Coordinate different departments and align them towards
shared objectives
• Show employees an overall picture of the direction of the organization which
can motivate staff
• Provide a method of allocating and using resources within the organization
• Monitor and control operations
• Promote forward-thinking
• The early warning system highlights where investigation and appropriate
corrective action is necessary
Businesses today are looking for ways to improve automation and leverage control
over processes in their organization to make things simpler, faster, and more
streamlined. Epicor Financial Planner takes the entire budgeting, forecasting, and
planning process and through an integrated workflow helps drive this process
seamlessly. Freeing up time and providing the platform for a single version of the
truth that can then be used for subsequent analysis.

2. Epicor ERP Epicor Financial Planner
Epicor Financial Planner takes the parts of the budgeting process
that people are used to namely using Microsoft Excel as the user
interface for entering data and giving access to all of the functions
within Excel, but then adds to that new features such as spreading.
By also being connected to the data in your ERP system, it has
the ability to pull in information such as previous actuals in order
to carry out comparisons and even utilize them in the spreading
function. This makes it incredibly simple and intuitive for the staff
tasked with carrying out budgeting tasks, thus freeing them up to
concentrate on value add tasks.
The Microsoft Excel front-end sits on top of a powerful Microsoft
SQL Server containing all of the budget information that you can
access and report against in an instant. This allows for focused and
less complex Excel sheets, as well as the ability to carry multiple
budgets and versions of budgets at the same time.
By creating your own templates or using the predefined ones
already within Epicor Financial Planner, you know that everyone is
using the same input format. The built-in security staff only have
access to the information you define and submit budgets and
forecasts for their areas of responsibility.
In addition to simplifying the way budgets and forecasts are
created, Epicor Financial Planner enables you to takes control of
the entire process from end-to-end. You have the ability to define
your business processes within the system by creating as simple
or complex of an approval hierarchy as you need. With the ability
to see exactly where everyone is in the process ensures it is
running smoothly.
About Epicor
Epicor Software Corporation is a global leader delivering business software solutions to the manufacturing, distribution, retail, and service
industries. With more than 40 years of experience, Epicor has more than 20,000 customers in over 150 countries. Epicor solutions enable
companies to drive increased efficiency and improve profitability. With a history of innovation, industry expertise and passion for excellence,
Epicor inspires customers to build lasting competitive advantage. Epicor provides the single point of accountability that local, regional, and
global businesses demand. For more information, visit www.epicor.com.
+1.800.999.6995 info@epicor.com www.epicor.com
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Contact us for more information on Epicor Products and Services
The contents of this document are for informational purposes only and are subject to change without notice. Epicor Software Corporation makes no guarantee, representations or warranties with regard to the enclosed information and specifically
disclaims, to the full extent of the law, any applicable implied warranties, such as fitness for a particular purpose, merchantability, satisfactory quality or reasonable skill and care. This document and its contents, including the viewpoints, dates and
functional content expressed herein are believed to be accurate as of its date of publication, October 2013. The usage of any Epicor software shall be pursuant to the applicable end user license agreement and the performance of any consulting
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