Clients First USA
Clients First knows their software, but they are also astute business people, and they really understand manufacturing and distribution in particular.
Jimmy Witcher, COO, Merrick
Read More
About UsService OfferingsProduct OfferingsIndustries ServedDownloadsBlogTestimonials

Subscribe to our mailing list

* indicates required
    Interested in    
Hot Topics

‘Epicor 10’ Category

What’s New in Epicor 10.2?

Monday, February 26th, 2018

What's new in Epicor 10.2

Epicor is getting ready to roll out Epicor ERP Version 10.2 to it’s multi-tenant cloud SaaS customers and will soon make it available to the on-premise population as well.  In preparation for this we have put together this high level list of key new functionality.  It’s not comprehensive as there are hundreds of smaller improvements and bug fixes as well.  The details of all of them will be built into the on-board help.

Epicor 10.2 is a significant release with much request new capabilities helping to further Epicor’s lead, not only in functionality & breadth, but also in technology.  Speak with us about preparing for and assisting with the upgrade to ensure that the upgrade is not only smooth, but also that your team can take maximum advantage of the new capabilities.

Epicor 10.2, Here is what’s New:

  • Mobile CRM for Handhelds
    • A True IOS & Android native client for managing day to day CRM activities on the road with a phone or tablet.
  • Brand new Home Page & Launcher
    • Although the prior ‘classic’ and ’tiled’ views are still available for backward comfort, the new HTML based launcher is completely rebuilt with a fresh look and feel that makes combining traditional Epicor functions and new visuals available in tools like Epicor Data Analytics and Epicor Data Discovery easy.
    • Epicor ERP 10.2 Launcher
  • Additional integrations with
  • Epicor Payment Exchange – Although PayPal’s Payflo is still available, this is a much more exchange agnostic solution to credit card processing
  • New MES Tablet & Handheld Security Screen.  Makes setting up and understanding what your users ‘in the shop’ have access to much easier
  • Integration with the new Epicor Field Service Automation Solution (OEM’d from Hitachi Systems)
  • Improved Mattec integration
  • New Pieces per Cycle and Cycles Per Piece settings for Production Standards in your Operations Settings in Methods of Manufacturing (MOM).  This is ideal for companies who do Metal Stamping and Injection Molding
  •  More work done for Country Specific Localization to ensure Epicor complies with the constant changing legal requirements of international finance
  • Posting Rules Customization Enhancements that makes upgrading to new versions of Epicor far less painful if you’ve modified your GL (General Ledger) Posting Rules
  • Multiple Time Zones
    • If you have Epicor being used across time zones (or in the cloud), you can now have the proper times recorded based on the preference of the users versus the location of the App Server.
  • Password & Security improvements.  Makes it easier for end users to change their own password without admin help.
  • Epicor Data Discovery
    • A comprehensive data visualization solution.  Think of it as Dashboard Charts on steroids.  It’s not designed to be a strategic analytics solution, that is what the new Epicor Data Analytics does, but rather a vast improvement to the current dashboard visuals with full drill down to the underlying data as a tactical solution.  Components of EDD can also be embedded easily on the new Home Page as illustrated above.  It’s run on standard Business Activity Queries so those familiar with BAQ’s will find this easy to learn and use.

Once the solution is fully available to us we’ll be posting a full demo over at our free site along with the dozens of other free demonstration and training videos we have there.

If you have any further questions, feel free to hit the chat button below.

What’s new in Epicor 10.1

Monday, February 26th, 2018

Here is a presentation of what’s new in Epicor ERP 10.1 along with the text content below the presentation for easier searching.


Key Features

Expanded financials: Bank statement processing, Deferred accruals, Asset

Revaluations, Global COA, Statistical data, Multiple budgets, AR Reconciliation…

 Country Specifics: Belgium CSF, Expanded Germany, USA CSF, Malaysia GST updates, expanded capabilities in existing CSFs
Ž Manufacturing/SCM: ETO Planning contracts, MRP by part, Multi-job scheduling, Industry focused ease of use
 Tools and Technology: New Mobile framework. Print routing
 Cloud Specifics: Expanded capabilities in MT Cloud

Epicor ERP 10.1

Industry Excellence

Simplicity & Ease of Use              Globalization & Compliance                                                          Visionary Technology

Epicor ERP 10.1 Global Financials

Industry Excellence                       Advanced Bank Statement Processing

Ergonomically improved statement entry
Automates bank reconciliation and matching with Fuzzy logic
Auto creates new transactions
•        Advanced Bank Statement Processing

•        Asset revaluations

•        Deferred accruals with time apportionment

•        Financial reporter enhancements

•        Multiple budgets

•        Statistical data in GL

•        Carve-outs for multi-element sales

Speeds up month end process

Fixed Asset Revaluations

Supports revaluation, changes in life, RV
Creates all supporting transactions
Delivers support for IFRS

Epicor ERP 10.1 Global Financials

Industry Excellence                       Deferred Accruals

Possibility to defer expenses over time
Apportion AP invoice across multiple periods
Automates a common requirement

Epicor ERP 10.1 Global Financials

Industry Excellence                       Multiple Budgets


Insights 2018 – Epicor Customer Conference Save the Date!

Friday, December 29th, 2017

May 21-24, 2018      Gaylord Opryland Resort and Convention Center, Nashville, TN

Please reserve the date:

This year the Epicor Insights 2018 is being held in Nashville, TN.     Epicor Insights is a yearly gathering of over 3000 Epicor Customers, Epicor Partners, and Epicor Employees.   The Epicor conference is hosted by the Epicor Users Group and Epicor Corporation.

Why should your company send people to Insights?

  • Insights is an excellent education opportunity with all of the following brought together in one location:
    • Classes – Dozens of 60-90 minute classes are held. These classes are interactive and allow questions.   These classes are given by other Epicor Customers, Epicor Partners, and Epicor Employees.
    • Hands-On Labs – The labs are more detailed and hands-on with lab exercises to enter into Epicor and view the results. Two people share a computer to perform the exercises.
    • Extended Educations Session-These sessions are offered the Saturday and Sunday prior to the conference. These sessions are much more in-depth than the conference labs.    Each of these training sessions cost an additional $260 over the cost of the conference.  Smaller class size, product-specific training with access to technical experts.
    • Solutions Pavilion – A room where Epicor and the Epicor Alliance partners demo solutions that extend the Epicor application. This is an opportunity to meet face-to-face with personnel to answer your business and technical questions.    During pavilion hours it can be quite busy.  If it is too busy, request a meeting with the person during non-pavilion hours.
    • If your company is running an older version of Vista/Vantage or Epicor 9 this is an excellent opportunity to see the latest Epicor 10 version.
    • Calculate the cost of independent research vs. getting real-time solutions at the conference that can be implemented immediately.
    • Discount if you register four or more employees from your company
    • Opportunity to schedule One-on-One meetings with Epicor executives and subject matter experts.
  • Insights is an excellent networking opportunity.
    • The Insight conference is set up as a conference inside a conference.
      • Attendees are given color coded lanyards to identify the specific Epicor product used. This allows attendees to quickly identify people running the same software.
      • Breakfast and Lunch tables are separated so attendees can sit with people using the same Epicor product.
    • Social networking.
      • In a short amount of time you will meet other attendees using the same Epicor product that you are.
      • From questions asked in classes you will identify attendees having some of the same issues that your company is having. You will also be able to identify the attendees that have found solutions for some of these issues.   After the class, many impromptu meetings are held in the hallways based on these questions.
      • Chance to meet Epicor employees that you may have only talked to on the phone.

Early Bird conference registration ends February 17, 2018 – $1345

Discounted Hotel Group rate expires April 18, 2018

For more details go to

RansomWare Attacks Up 50% in Last Year

Monday, May 1st, 2017


According to ZDNet, in THIS article, Ransomware attacks are up a whopping 50% over the last year.  They are now the #1 source of data loss and business downtime exceeding all other reasons.

This article gives you the details and even history of RansomWare which actually dates all the way back to 1989.

Ransomware creators are now working with criminal enterprises where instead of selling the Ransomware to the criminals, they take a 50% cut on all proceeds.
On average, Ransomware takes a victim offline for at least a week.  That alone could shutter many small businesses.

The rise of BitCoin has helped Ransomware.  In the earlier days, credit cards were used for payments but most major credit card processing companies banned the use of credit cards for this purpose leaving no way for the creators of Ransomware to get paid for the unlocking keys.  With BitCoin, they have a completely untraceable way of getting paid, although its orders of magnitude harder for the victim to figure out how to buy and transfer BitCoin versus using a credit card.
The best way to avoid Ransomware is via vigilence around your users Internet activities.  The usual warnings of never clicking unknown links in email or web pages.   However, its almost inevitable that someone may not be careful, or may be in a rush and it only takes one person in your office to unleash Ransomware on every computer.

Using our EverSafe! solution, you will get an immediate notification if Ransomware is detected on your network.  At that point, you can remove the Ransomware. Without EverSafe!, removing Ransomware usually leaves your data that has been encrypted, now forever destroyed.
With EverSafe!, you can just restore all of your data how it appeared only minutes before the infection, and you are back up and running with virtually no downtime or data loss.

Authorized Partner and Certified Consultants for Epicor ERP

Tuesday, April 25th, 2017

Clients First Business Solutions is an Epicor Gold Authorized Implementation Partner and is staffed by 100% Epicor Certified team members for Epicor ERP.

Why being an Epicor ERP Authorized Partner and Certified Consultant is important to you?

There are people and firms claiming to be Epicor consultants throughout the interwebs.  In many cases, they may be someone who had experience implementing Epicor (who knows what version) at an employer or client.  But it doesn’t make them Certified and Authorized.

Certified by Epicor means a consultant has spent literally hundreds, if not thousands of hours over years of time becoming intimately familiar with the inner workings of Epicor ERP and how to properly implement it to ensure satisfied clients.  It’s a massive investment in money and time an Authorized Partner, like Clients First must make on an annual basis to ensure that it is equipped to deliver the highest quality of services at the lowest possible cost.

By making that investment, Epicor rewards an Authorized Partner, like Clients First, with substantial and exclusive resources.  Among these include:

  • Exclusive access to new versions of the software to become trained, experience and certified on it before it is released to the public
  • Extensive interactive meetings, both in person and virtual with Epicor executives to ensure both parties understand what is needed to maximize customer satisfaction
  • Direct access to Epicor ERP documentation, source code and training in order to ensure we can support our clients.  A partner who isn’t authorized cannot access this information.  Unauthorized partners who have done so, have faced serious legal challenges and have put their clients at risk.
  • A significant voice and influence in determining what new features and functionality make it into the product in the future.  When our clients ask us for a capability, we can help ensure your voice is heard loud and clear for future releases.
  • Priority access to Epicor Technical Support.  When we need assistance we can escalate calls rapidly and have the relationships with the ‘experts’ that can get things done.
  • We are a founding member of the Epicor Partner Council and run the collaboration website.  This gives us instant access to hundreds of specialists to help recommend solutions to unique requirements and problems.  Often the results of this collaboration are received much faster and are much more useful on a practical basis than Epicor’s own technical support.
  • We are first in line to be chosen to work with Epicor Direct Sales and Service teams to help with demonstrating and implementing the solution for Epicor’s own direct clients.
  • We provide industry leading video training and demonstration resources for our clients and others at

The Best Part of being an Authorized Partner is being able to Help you, our Client.

While we are partners with Epicor, our strongest partnership is with our Clients.  Hence where the origin of the name Clients First comes from.  Of course we know the details of the Epicor ERP software, but just as important we become a trusted business adviser to your company and get to know the daily works of how you do business.

Whether you select us to initially implement Epicor ERP or to complete an upgrade to the latest release, we give you extensive time with our team.  We use dedicated project managers to ensure our budgets are delivered on-time, on-budget, and with the expected functionality promised.  We ensure that everyone from your executives to your production floor are comfortable with the new solution and sees our team members as an extension of your organization.

When your system is securely hosted by us in the Microsoft Cloud or is protected by our EverSafe Disaster Recovery & Failover solution, you’ll know that we can keep your Epicor ERP system up and running 24×7 with no down time.

The comfort you get from using an Authorized Epicor ERP partner like Clients First Business solutions staffed by Epicor 100% certified experts can allow you to sleep knowing your business is in good hands.  Our existing clients feel this way and ask us to speak with them if you would like.

Click the chat box below to speak with us now!