for infor xA
Customer driven. Guide designed.
Customer feedback suggested the need for a product that enhanced the functionality of Infor XA Enterprise Financials (EFIN). So Guide developed EFIN Essentials (EE)—a 3-in-1 toolkit to modernize the XA EFIN user experience, streamline financial management, and improve data accuracy for Infor XA users.
A GUIDE PRODUCT BUILT FOR
EFIN ESSENTIALS TOOLKIT
EXTEND & ENHANCE INFOR XA'S ENTERPRISE FINANCIALS
The EFIN Essentials (EE) Pack is a set of utilities that extend the capabilities of the XA Enterprise Financials (EFIN) application with functionality that many customers need but are not available through EFIN. These products can also be used by IFM Customers. Overall, EE makes day-to-day life easier for EFIN users and modernizes the user experience (UX).
Click on any of the features below to learn how EFIN Essentials enhances its functionality.
EFIN ESSENTIALS benefits
Tightly integrated with Infor XA, EFIN Essentials packs a powerful punch and makes life easier for your finance team, offering the following benefits:
Improved User Experience
Designed in XA, for XA, EFIN Essentials offers a familiar interface and user-friendly experience.
Expedited Reconciliation
Reconcile cash transactions in Power-Link for faster entry and simplified reporting.
Automated Ledger Aging
Personal ledger aging gives a snapshot view for collections, as well as forecasting capabilities.
Enhanced Data Visibility
EE's Bank File Utility feature allows users to create a configurable output based on bank requirements.
Robust
Reporting
EE's configurable and flexible design provides users with the data and reports they need.
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an easier way to capture your financial picture
EFIN Essentials' features enable streamlined reporting, reconciliation, and ledger aging in a native XA environment. Its flexible design provides users with precisely the data they need. No more duplicating efforts to capture your financial picture. EE's enhanced output functionality provides businesses with accurate and comprehensive reporting to help guide business decisions and improve cash flow.
Bank File Utility
1. SETUP: EFIN Essentials enables XA users to create various bank formats based on what your bank requires (NACHA, POSPAY, VPA, ACH and custom formats).
2. SETUP: The detail for a POSPAY bank format. You define the fields, sequence, attributes, etc.
3. OUTPUT: A .txt file is generated for transmission to the bank via ftp or the required protocol.
Bank Reconciliation
1. OUTPUT: A screenshot of the Bank Reconciliation screen in Net-Link (same appearance in Power-Link).
Personal Ledger Aging
1. SETUP: Users can schedule multiple frequencies for the different types of aging (i.e. AR or AP) and define the applicable Financial Division and Ledger
2. SETUP: Users can configure the detail parameters for each frequency.
3. OUTPUT: The horizontal view familiar to customers. Users can configure the aging structure (i.e. 30, 60, 90, >90 or any aging increments you want).
The Guide team of Infor eXAperts is happy to answer any questions you have about our EFIN Essentials Toolkit for XA.
Click on an image below to email the respective eXApert .
Rick Altenau
Managing Partner
Claire Karlberg
Sr. Application Consultant
Randy Kenney
Guide Products & Consulting Manager
supercharge your infor xa
Guide offers a wide selection of products to supercharge Infor XA. Browse our product catalog to learn if there are additional products that will help you achieve manufacturing excellence and maximize your technology investment.