How to Add a Screen to Favorites
The exact steps can vary by Epicor Kinetic version, interface layout, and configuration. The following workflow provides a practical starting point for users whose environment supports personal favorites.
- Sign in to Epicor Kinetic: Open the ERP using your authorized account and confirm that the correct company or operating environment is selected.
- Find the required screen: Use the application menu or available search function to locate the form, dashboard, or business function you use regularly.
- Open the screen: Confirm that you have reached the intended function and that it is the correct destination for your task.
- Look for the favorites option: Check the available toolbar controls, menu options, or context menu for an option to add the current screen to favorites.
- Save the shortcut: Select the relevant option and confirm any prompt if one appears. Some interface versions may use a star icon or a similar control.
- Verify the result: Return to the favorites area and confirm that the screen appears and opens as expected.
If the screen does not provide an obvious favorites option, consult your organization's Epicor Kinetic instructions or administrator for the procedure supported by your installed version.
How to Organize and Use Saved Favorites
After adding shortcuts, arrange them around the activities you perform most often. The available organization options depend on the implementation, so users should use only the grouping, ordering, or personalization features supported by their interface.
Finance employees may prioritize invoice review, payment processing, customer receipt entry, and general ledger inquiries. Purchasing teams may prefer purchase order maintenance, supplier records, and receiving screens. Keeping shortcuts relevant to the user's responsibilities makes the favorites area more useful during daily operations.
Favorites provide access to a screen rather than granting additional permissions. Users must still follow the authorization, approval, and transaction controls assigned to their accounts. If a saved shortcut no longer opens, verify the destination, assigned access, and whether a system update changed the interface or menu structure.
Benefits for Finance and ERP Workflows
Consistent use of favorites can reduce repeated navigation and help employees follow predictable routines. A controller who regularly reviews outstanding invoices and ledger balances can open the relevant screens directly, while an accounts receivable employee can quickly access customer accounts and receipt-processing functions.
These shortcuts operate within the wider Epicor ERP environment, which connects business operations with financial records. When organizations extend epicor through ERP integration or add-on applications, they should document which system and screen employees use for each activity. Resources such as Supercharge Your ERP: AI Add-Ons for Instant Efficiency and Best ERP Systems & Vendors in 2025 – Unbiased Scorecard provide broader context for evaluating ERP extensions and vendor capabilities.
For finance teams, navigation also supports accurate tax and transaction review. Users accessing sales tax screens should verify applicable jurisdictions, exemptions, and transaction details to support tax compliance. Favorites make the relevant functions easier to reach, while the underlying validation and approval procedures determine how transactions are reviewed.
Best Practices and Common Questions
Organizations can make favorites more effective by documenting the steps for their specific Epicor Kinetic version and including those instructions in role-based training.
- Choose frequently used screens: Save shortcuts for recurring tasks rather than every available function.
- Review shortcuts after updates: Confirm that saved destinations remain valid following system or configuration changes.
- Follow access controls: Ask an administrator to review permissions if a screen is unavailable.
- Maintain current guidance: Update internal instructions when menu names or interface controls change.
Favorites may be personal to an individual user, and their availability may differ across accounts or environments. Do not assume that a shortcut saved in one company or interface will automatically appear in another.
Favorites and Finance Automation
Favorites simplify access to ERP functions, while finance automation can support the transaction processing that follows. The Hyperbots Platform supports company-specific ERP integrations, workflows, roles, and general ledger structures. Its Process Specific Capabilities address specialized finance processes, and Ready to Deploy Capabilities provide pre-trained agents and ERP connectors for configured finance workflows.
Self Learning Capabilities use human actions and feedback to refine workflow decisions, while Human in the Loop processes support exception handling and approval workflows. For example, when customer payments arrive, finance teams need to match remittance details to invoices, investigate deductions, and post receipts accurately. How Hyperbots AI Agents 10x Epicor Finance Operations discusses AI-supported finance processes, including cash application.
These automation capabilities complement the navigation experience rather than replacing the need for users to understand their ERP screens and responsibilities. Financial reporting, reconciliations, and transaction approvals should continue to follow the organization's established controls. Terms such as Amortization Add Back and Depreciation Add Back illustrate why finance users also need to understand the accounting concepts behind the reports and calculations they access.
Summary
To add a screen to Epicor Kinetic Favorites, locate the required function, open it, use the favorites option available in your interface, and verify that the shortcut has been saved. The precise controls may vary by version and configuration. Selecting relevant screens, reviewing shortcuts after updates, and following assigned permissions helps users navigate recurring business and finance workflows efficiently.