Show pagesourceBacklinksAdd to bookExport to PDFBack to top Share via Share via... Twitter LinkedIn Facebook Pinterest Telegram WhatsApp Yammer RedditRecent ChangesSend via e-MailPrintPermalink × Book Creator Add this page to your book Book Creator Remove this page from your book Manage book(0 page(s)) Help Onboarding Steps Logon to epicor.performancecanvas.com Your first report on the web Add users Setup organizational workflow Make your first budget entry in web sheet Sending for approval (workflow) Modify hierarchy for GL department by adding a new grouping Deploy Download and install of Excel client Switch user view Viewing your first report in Excel Creating your first report from scratch in Excel Q&A v2/onboarding_setup.txt Last modified: 2020/10/01 13:37by pcevli