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26 Jul

Epicor / Sage – Custom Reports

Customizing existing reports or creating new reports for commonly used ERP Systems such as Epicor or Sage is a relatively common requirement that we handle at Klio Systems, Inc. We were recently engaged by a client that used Epicor Prophet 21 as their ERP system. [vc_empty_space height="5px"] Typically, reports for on-premise ERP systems utilize Crystal Report, a workhorse reporting system currently owned by SAP. Other commonly used...

05 Jun

E-Mail Oversight & Supervision For SEC 71a-4 Compliance

by kliosystemsadmin

in Technology

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Email Oversight & Supervision [vc_row][vc_column][vc_column_text]Today we will investigate the supervisory & oversight functions in Office 365. We will see how they can be applied in scenarios where email supervision is required due to regulatory compliance requirements or client needs. Some of the scenarios may include a need to meet SEC 71a-4 requirements placed on financial advisers or other professional service organizations that need to monitor email...

19 May

Disaster Recovery Planning

by kliosystemsadmin

in Technology

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[vc_row][vc_column][vc_column_text]With the recent hurricane and following flooding that has inundated Houston, TX, one must wonder what the disaster recovery plan should be for a small to medium sized business. While it was expected that the hurricane would cause damage to areas that were directly hit, it was difficult to predict the enormous impact it had on a city as large as Houston. The event highlights...

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Epicor / Sage – Custom Reports

E-Mail Oversight & Supervision For SEC 71a-4 Compliance

Disaster Recovery Planning

Sage 500 Inventory Bulk Item Import

Disaster Recovery Planning

E-Mail Oversight & Supervision For SEC 71a-4 Compliance

Epicor / Sage – Custom Reports

Slate / CAMS Integration Case Study

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