pcFINANCIALS
The software you are about to install (or may have already had installed) is a complete system for Financial Budgeting. It is based on the advanced Canvas Planning family foundation and is thus expandable to support a multitude of complex business scenarios.
PCFINANCIALS software is currently out-of-the-box working with the following ERP systems and BI solutions: (others exists so email and ask if you don't see yours in the list)
- Microsoft Dynamics NAV
- Microsoft Dynamics AX
- Evry BI (Jeeves)
- For use with Epicor ERP systems we recommend EFP
- Epicor ERP (Epicor 9 and Epicor 10)
- iScala
- Enterprise
This guide consists of the following parts:
| What is PCFINANCIALS? | |
|---|---|
| Scope of section | This section will give you a brief introduction to what PCFINANCIALS is, how it works and the involved concepts and words. It further provides an extensible FAQ. |
| PCFINANCIALS usage for everyone involved in the Budget process | |
|---|---|
| Scope of section | This section will guide you how to use PCFINANCIALS for budgeting within your organization. This will be augmented by your internal instructions on how to use the tool. |
| Required skills | Requires knowledge of your organizations budget process as well as some training in this software. Training is normally provided by the budget responsible within your organization. |
| Time Required | The time required will be completely dependent on the scope of your business assignment withing the budgeting process |
| Configuration & Administration of Budget Process | |
|---|---|
| Scope of section | This section will guide you through configuring the financial planning process of your company in the system. |
| Required skills | Requires knowledge of your organization financial planning needs and training in this software. Normal training need is two days of classroom training. |
| Time Required | Setting up a budget process may take as little as one day, however it may need more time than that depending on the complexity and needs of your organization. |
| Installation of Software and Integration | |
|---|---|
| Scope of section | This section will guide you through installing the product technically and enabling the integration to your ERP system. |
| Required skills | Requires system administration skills on the level of your organizations server infrastructure setup. It will require Admin Privileges in the system. |
| Time Required | The software is designed to be set-up within less than one day (8 man-hours). |
For any question you where you don't find the answer - please refer to the FAQ - Frequently asked questions section. Even if the answer you are looking for is not in there - it will provide you with the opportunity to ask us the question you want answered!