Do any of the other Canucks on here do SR&ED tracking in Epicor? We would need to be able to track eligible items on outgoing POs (as an example) on a per-line basis. This would need to roll through to the AR invoice. I am thinking something as simple as a checkbox to indicate eligibility.
I didn’t get a response on this thread, but thought I would post the one tidbit of information I managed to get from someone I found online that has done this: I have used the Project Module and on the project job or WBS phase jobs have operations for different type of labour (i.e. admin, design or research). Had the team enter a labour ticket to track the hours. I also just used jobs but finance needed to take this out of the WIP.
