3-In-1 Toolkit to Modernize the XA EFIN User Experience
Based on customer feedback, Guide developed EFIN Essentials—a 3-in-1 toolkit that modernizes Infor XA Enterprise Financials user experience, streamlines financial management, and improves data accuracy.
A GUIDE PRODUCT BUILT FOR
EFIN Essentials
Extend & Enhance 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.
Value at a Glance
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.
Effortless Financial Clarity
EFIN Essentials streamlines reporting, reconciliation, and ledger aging within your native XA environment. Its flexible design delivers exactly the data you need—without duplicate effort. Enhanced output functionality ensures accurate, comprehensive reports that drive better 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).
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