Interject Financials - Epicor

Estimated reading time: 3 minutes

About

What is Interject Financials - Epicor Enterprise

Interject Financials is a spreadsheet-based financial reporting application for Epicor Enterprise users. It brings improved reporting accuracy, flexibility, and simple accounting control to your Epicor Enterprise investment. Interject leverages Excel as a connection to source data, so you’ll never need to save another file. No uncontrolled spreadsheets sprawl. More replicability to your process. And Interject reports are versioned, created by Admin supported definitions, and validated during development, so you can trust your reporting is always accurate

Product Sheet

Admin Report/Config Trial Balance Report
  • Account Rollup Audit
    Track changes and audit history of changes in accounting rollup definitions
  • Interject Financials Config Mngr
    Configure governed or ad-hoc accounting rollups and report elements for Financial Line Item and Summary reporting (PL, BS).
  • Schedule Mngr Tool
    Schedule tasks, setup, and roll-forwards.
  • TB by Natural Acct
    Review GL acct balances and dr/cr activity by Epicor Natural Acct. Drill to TB Detail, TB GL Detail.
  • TB by Full Acct
    Review acct balances and dr/cr by Epicor Full Acct String. Drill to TB Summary, TB GL Detail.
  • TB by GL Detail
    Review GL acct balances and dr/cr activity summary by Epicor Full Acct String. Includes JE and other info. Drill to JE LookUp.
Journal Entry Reports GL Segment LookUp
  • Journal Entry Detail
    Review complete JE activity for a given time period and many other parameters. Drill to JE Lookup
  • Journal Entry LookUp
    Configure governed or ad-hoc accounting rollups and report elements for Financial Line Item and Summary reporting (PL, BS).
  • COA Segment LookUp
    List “Values” for Chart of Accounts, for reference or export.

Note: All reports are printable using the greyscale or black and white setting on your local printer.

Prerequisites

Technical Install Initial Data Load
  • SQL Server 2014
  • SQL Management Studio
  • Initial Depoly Scripts (from secure protal)
  • SQL Server 2014
  • SQL Management Studio
  • Initial Deploy Scripts
  • User Admin on SQL Server