Types of Epicor Training Videos
The most useful video library is organized around employee responsibilities and specific business outcomes. Learners should be able to identify the right video for the task they need to perform rather than watch unrelated material in sequence.
- Getting-started videos: Explain login procedures, navigation, menus, search functions, dashboards, and common screen controls.
- Finance videos: Demonstrate general ledger entries, accounts payable, accounts receivable, bank reconciliation, financial periods, and reporting.
- Procurement videos: Show requisition creation, purchase order approval, goods receipt, supplier records, and invoice matching.
- Inventory and manufacturing videos: Cover material movements, stock inquiries, job tracking, production transactions, and inventory adjustments.
- Administrator videos: Explain user access, permissions, configuration, reporting, and supported system maintenance procedures.
- Upgrade and advanced videos: Demonstrate revised screens, new functions, updated workflows, and advanced reporting tasks.
Before selecting a video, confirm that it matches the organization's Epicor product, software version, enabled modules, and configured processes. A demonstration created for another environment may show different fields, menus, or approval steps.
How to Use Training Videos Effectively
Begin with a clearly defined learning objective, such as creating a purchase order or reviewing an accounts payable transaction. Watch the complete demonstration once to understand the workflow, then replay individual steps while practicing in an authorized training environment. Record important field requirements, validation checks, and expected results.
For financial activities, connect each screen action to its accounting purpose. When learning supplier invoice processing, for example, understand how supplier details, invoice dates, amounts, purchase order references, tax treatment, and general ledger coding affect the resulting transaction. Confirm which steps require approval and how users can verify that a transaction has reached the expected status.
A structured ERP Training approach combines video demonstrations with guided exercises, reference materials, and practical assessments. This makes it easier to verify that employees can perform a task independently instead of simply recognizing the screens shown in a recording.
Using Videos for Finance and ERP Integration Workflows
Finance teams benefit most from videos that follow a transaction from its starting point through validation, approval, posting, and reporting. A lesson on bank reconciliation should explain how statement entries are compared with system records and how unmatched items are investigated. A period-end lesson should show how users review balances, verify outstanding transactions, and prepare reports for financial close.
Understanding Epicor ERP helps learners see how operational and financial functions share data. When the organization connects other finance applications, Epicor Integration Finance training can demonstrate how records move between systems, which fields must align, and how users verify that transferred transactions are complete.
For organizations extending epicor finance workflows with AI-supported processes, training may also cover invoice extraction, transaction matching, exception review, and posting controls. The Hyperbots Platform supports company-specific configuration of ERP integrations, roles, workflows, and general ledger structures. Its Process Specific Capabilities address specialized finance workflows, while Ready to Deploy Capabilities cover pre-trained agents, ERP connectors, and configurable deployment.
Video lessons for these workflows should explain when employees need to review results or approve exceptions. Human in the Loop describes how human oversight can support exception handling and approval workflows. Self Learning Capabilities explains how feedback from human actions can help refine supported workflows and coding decisions.
Training Videos for Procurement and Finance AI
Procurement training should demonstrate how requisitions become approved purchase orders, how receipts are recorded, and how invoices are matched before payment. Videos can help users understand purchasing controls, approval responsibilities, and the relationship between procurement activity and financial commitments. The Procurement Automation Adoption Guide | Drive PO Success provides related context for improving adoption of purchase order workflows.
Employees learning AI-supported finance processes can also study Finance Copilot Architecture: 60% to 99% AI Accuracy to understand how domain-specific training and reusable agents contribute to finance copilot performance. The article What’s Missing from Financial AI Training Data offers further context on why representative invoices and transaction records matter when preparing AI systems for enterprise finance workflows.
How to Evaluate Video Training Results
Video completion alone does not prove that an employee can perform the task correctly. Combine viewing records with short knowledge checks and practical exercises. Measure whether learners complete transactions accurately, follow approval rules, identify exceptions, and produce the expected reports.
For example, if 24 employees complete a finance video course and 21 pass its practical assessment, the pass rate is 87.5% (21 divided by 24, multiplied by 100). The training coordinator can review missed tasks, update the relevant lesson, and provide targeted practice before repeating the assessment.
Keep video content current by assigning an owner to each topic and reviewing recordings after significant changes to the ERP interface, configuration, or business process. Short, task-focused videos are useful for quick reference, while longer demonstrations can explain complete workflows and their financial impact.
Summary
Epicor Training Videos provide visual, repeatable instruction for navigating ERP screens and completing role-specific business tasks. The strongest video programs combine version-appropriate demonstrations, hands-on practice, finance-focused examples, and measurable assessments. Organizing lessons around real workflows helps employees build confidence, follow controls consistently, and support operational efficiency and reliable financial reporting.