How Epicor Kinetic Favorites Work
Favorites provide a personalized access layer within the ERP interface. After locating a frequently used function, users can save it as a favorite when the relevant option is available. They can then return to that function through the favorites area instead of following the full menu path each time.
For example, an accounts payable specialist who regularly reviews supplier invoices can save the relevant invoice-entry or invoice-review screen. A purchasing manager might save purchase order maintenance and receipt-tracking screens, while a controller may keep financial reports and general ledger inquiry functions readily accessible.
A favorite generally provides a shortcut to a function rather than a separate copy of the underlying record. Users must still follow the permissions, approval requirements, and transaction controls associated with the destination screen.
Common Uses Across Business Functions
Epicor Kinetic Favorites can support different roles by placing frequently accessed business functions within easy reach. Organizations should select shortcuts according to actual responsibilities and recurring tasks.
- Accounts payable: Access supplier invoice entry, invoice review, payment processing, and accounts payable reports.
- Accounts receivable: Open customer account inquiries, receipt entry, cash application, and aging reports.
- General accounting: Reach journal entry, general ledger inquiry, trial balance, and period-close functions.
- Purchasing: Access purchase order maintenance, supplier information, and purchasing reports.
- Manufacturing and inventory: Open job management, material transactions, inventory inquiries, and production dashboards.
The appropriate selection depends on the user's role and the functions enabled in the organization's Epicor environment.
Benefits for Navigation and Financial Reporting
Favorites reduce repeated menu navigation and make recurring activities easier to access. For finance teams, this can help establish a consistent routine for reviewing open invoices, checking payment status, investigating ledger balances, and preparing period-end reports.
Consider a finance employee who checks the same five screens every morning. Saving those screens as favorites creates a repeatable starting point for daily work. When the shortcuts are organized around the employee's responsibilities, the employee can move between related tasks more directly and spend more time reviewing exceptions and transaction accuracy.
Favorites also complement the broader Epicor ERP environment, which connects operational records with financial processes. Understanding Epicor ERP Modules helps employees identify the business area responsible for each activity, while knowledge of Epicor Integration Finance helps them understand how connected systems exchange financial information.
Best Practices for Managing Favorites
A useful favorites setup should reflect the tasks an employee performs regularly rather than attempt to include every available function. Teams can review their shortcuts during onboarding, role changes, and process updates.
- Prioritize recurring tasks: Save screens used daily or frequently during reporting and transaction processing.
- Organize around responsibilities: Group shortcuts conceptually around activities such as invoice processing, reconciliation, or purchasing.
- Verify access: Confirm that saved destinations remain available under the user's assigned permissions.
- Review after updates: Check favorites after interface changes, ERP upgrades, or configuration adjustments.
- Keep procedures current: Include relevant shortcuts in training guides so employees can follow consistent workflows.
Administrators should distinguish personal shortcuts from centrally configured navigation options. A user's saved favorites may not automatically become available to colleagues, so organizations should verify the behavior of their particular implementation before standardizing instructions.
Favorites and Finance Automation
Favorites help users access ERP functions, while finance automation can handle defined processing steps within connected workflows. The Hyperbots Platform supports company-specific configurations, including ERP integrations, roles, workflows, and general ledger structures. Its Process Specific Capabilities support specialized finance processes, while Ready to Deploy Capabilities provide pre-trained agents and ERP connectors that can be configured for finance tasks.
Self Learning Capabilities use human actions and feedback to refine workflow decisions, while Human in the Loop processes support review, exception handling, and approval workflows. These capabilities complement navigation by supporting the processing and control steps that follow access to an ERP function.
For organizations using epicor, integration planning should account for the screens employees use and the transactions automation needs to read or update. When customer payments arrive, matching remittance details to invoices and posting receipts are important finance activities. How Hyperbots AI Agents 10x Epicor Finance Operations and Closing Epicor Finance Gaps with Hyperbots AI Agents discuss ways AI agents can support these connected finance workflows.
Summary
Epicor Kinetic Favorites are personalized shortcuts to frequently used ERP screens, applications, and business functions. They help employees access recurring tasks more efficiently, maintain consistent working routines, and navigate finance and operational processes. Selecting relevant shortcuts, confirming user permissions, and reviewing saved destinations after system changes help organizations maintain a practical and reliable navigation experience.