[ Unit4 ERP Reviews ](https://www.g2.com/products/unit4-erp/reviews) [ Unit4 ERP Reviews ](https://www.g2.com/products/unit4-erp/reviews) # Unit4 ERP Features ##### ## Accounting (29) AP Automation Streamlines data entry by auto populating recurring or predefined vendor information and invoice details AR Automation Ability to populate default customer data, set up payments from clients and automatically match customer receipts to outstanding transactions. Audit Trail Automated, chronological tracking of activities that have affected a specific operation, procedure, event or record Budgeting / Forecasting Create and revise an unlimited number of budget, plan and forecast scenarios. Collections Automation The system automates the dunning process to help drive collections Financial Statements General reporting offered covers all of the standard financial statements and meets the basic needs of the business Invoice Customization The layout of the invoice template is fully customizable and allows users to add or remove fields and create new templates. Journal Entries Create journal entries based on previously entered information, schedule future entries, and allow Journal Entries to be uploaded from an external source. Monitor Cash Positions Ability to track cash positions across all accounts, banks, business units, and countries Multi-Entity / Consolidation Multi-ledger and multi-entity architecture, with automated consolidations, inter-entity transactions and eliminations Payment Processing Ability to manage, track and report on numerous payment types. Customize and automate complex purchase to pay work flow. Recognition Rules Automate recognition of revenue and expenses by defining recognition templates. Reconciliations Transactions are imported from source systems and automated matching reconciles majority of transactions using flexible, user defined matching and grouping rules. Tags / Dimensions Ability to tag all transaction in the general ledger with customizable dimensions, classes, categories, etc., which can also be used for reporting purposes. Payment Batches Payments can be processed by batch without manual intervention Payment Settlements Clearing of electronic payments to transfer funds from customers to suppliers Payment Methods Support multiple payment methods such as Automated Clearing House (ACH), credit and debit card, and wire transfers Chart of Accounts Deliver out of the box Chart of accounts that can be used across multiple companies or business units. AP Automation Steam lines data entry by auto-populating recurring or predefined vendor values. AR Automation Automation helps the user be more efficient by populating default customer data and setting up regular payments from clients. Journal Entries Auto-populate based on previously entered information, uplaode journal entries and schedule future entries. Tags & Dimensions Ability to tag all transaction in the general ledger with customizable dimensions, classes, categories, etc. Cash Management Match payments and invoices and perform bank reconciliation in multiple currencies. Project Accounting Track accounting transactions, costs, and expenses by project or portofio of projects Fixed Assets Manage information on fixed assets such as asset value and depreciation Payment Batches Payments can be processed by batch without manual intervention Payments Scheduling Ability to schedule payments at predefined dates and times Payment Settlements Clearing of electronic payments to transfer funds from customers to suppliers Payment Methods Support multiple payment methods such as Automated Clearing House (ACH), credit and debit card, and wire transfers Show More ##### ## Back Office (10) Allocation Resources can be allocated and reallocated across multiple projects and portfolios. Organization Management Organizes employees in an org structure that can be used throughout the application for reporting, permissions, etc. Payroll Payroll module or integration to an external payroll provider which automates the recording of payroll Portfolio Mix Create the optimal mix of portfolios to achieve operational and financial goals. Purchase Orders Software supports purchase orders and provides purchasing personnel and accounts payable with visibility needed to streamline the procure to pay process Requisition Define requisition rules for various types of procurement. Shift Scheduling Plan employee work shifts according to availability and provide notifications to employees when they are scheduled. Sourcing Identify and assess suppliers for different products and services. Time & Attendance Tracking Let employees track the hours they have worked through integrations with time tracking products or built in time tracking features. Warranty Management Maintain information on warranties for the products delivered and for their components Show More ##### ## Front Office (4) Field Service Booking Allows clients to book jobs through the desktop page or within the app. Field Service Dispatch Notifies field service workers of their upcoming assignments. Quote & Order Management Allows users to create a quote that contain information on products, prices and associated discounts, which can be converted to sales orders. Tickets Creates and assigns support tickets, scheduling them in a timely manner. Show More ##### ## Integration (3) Breadth of Partner Applications To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product. Data Import and Export Tools Ability to input, modify and extract data from the application in bulk through a structured file. Integration APIs Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications. Show More ##### ## Platform (5) Customization Allows administrators to customize to accommodate their unique process. Includes ability to create custom objects, fields, rules, calculations, and views. Output Document Generation Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application. Performance and Reliability Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took. User, Role, and Access Management Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. Workflow Capability Automates a process that requires a series of steps that typically require intervention by several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action. Show More ##### ## Reporting & Analytics (3) Custom Reporting Reports created by the user to cater to specific requirements. If you can build it in Excel, you can build it in the custom report writer Dashboards An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of an organization's Key Performance Indicators (KPIs) to enable instantaneous and informed decisions to be made at a glance Integration Provide integration with analytics and business intelligence software, or specialized products such as Corporate performance management solutions. Show More ##### ## Project Management (7) Project Maps Projects can be mapped out with milestones, due dates, deliverables and interdependencies. Baselining / KPIs Track key performance indicators or baseline assessments throughout project lifecycle or across multiple projects. Project Budgeting Associate a budget with a project and allocate it accordingly by task or resource. Workflow Automate task approvals processes and handoffs at project milestones. Cost Tracking Track total cost associated with projects and then report actual versus planned budget. Risk Analysis Forecast and account for project risk scenarios and apply plans to mitigate these risks in the system. Resource Management Define and allocate human and material resources for different types of projects Show More ##### ## HR (3) Payroll Payroll module or integration to an external payroll provider which automates the recording of payroll. Workforce Management Manage personnel availability and allocate human resources to production and inventory operations. Time & Attendance Track the time spent by employees performing various tasks related to production or inventory management. Show More ##### ## Procurement (5) Requisitions Create and manage requisitions by project, portfolio, or business entity Purchase Orders Software supports purchase orders and provides the visibility needed to streamline the procure to pay process. Subcontractor Management Provides features to manage subcontractors for various types of tasks and projects Project Procurement Calculate procurement costs by project, portfolio, or type of projects Supplier Management Manage relationships with suppliers and track their performance Show More ##### ## Content Management (3) Contract Creation Deliver templates for multiple types of contracts, that can be used to generate new contracts Subcontracts Manage subcontracts and thei dependencies on projects and contracts Costs Identify and track costs and expenses by contract or by type of contract Show More ##### ## Analytics (1) Earned Value Track the earned value of projects to monitor performance and progress Show More ##### ## Generative AI (4) AI Text Generation Allows users to generate text based on a text prompt. AI Text Summarization Condenses long documents or text into a brief summary. AI Text Generation Allows users to generate text based on a text prompt. AI Text Summarization Condenses long documents or text into a brief summary. Show More ##### ## Agentic AI - ERP Systems (1) Decision Making Makes informed choices based on available data and objectives Show More ##### ## Agentic AI - Project-Based ERP (2) Autonomous Task Execution Capability to perform complex tasks without constant human input Decision Making Makes informed choices based on available data and objectives Show More ## Top-Rated Alternatives [ ![NetSuite](https://images.g2crowd.com/uploads/product/hd_favicon/4b02508eaf1eed7c1c991b5f0ce3fab7/oracle-netsuite.svg "NetSuite") NetSuite 4.1/5 (4,673) ](https://www.g2.com/products/oracle-netsuite/reviews) [ ![SAP ECC](https://images.g2crowd.com/uploads/product/hd_favicon/b5f8f986beca96ab0027c693ee762fb9/sap-ecc.svg "SAP ECC") SAP ECC 4.2/5 (862) ](https://www.g2.com/products/sap-ecc/reviews) [ ![Sage Intacct](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_14f9ce34aa0bb0f679b3f8e617a83f09/sage-intacct.jpg "Sage Intacct") Sage Intacct 4.3/5 (3,916) ](https://www.g2.com/products/sage-intacct/reviews) [ View All Alternatives ](https://www.g2.com/products/unit4-erp/competitors/alternatives) ## Technology Glossary Features View full feature definition View definitions of the features and discover new technology terms. [View Glossary](/glossary) [Audit Trail](/glossary/audit-trail) Audit trails are the records that keep track of purchases, sales, expenses, and other financial information. Discover examples of audit trails and learn more about the benefits, best practices, and more. [Inventory Pricing](/glossary/inventory-pricing) Inventory pricing helps businesses estimate the value of their products or services. Learn more about inventory costs and inventory pricing methods. [Product Catalog](/glossary/product-catalog-definition) A product catalog is online or offline marketing material for all the products an enterprise has or wants to sell to customers designed to display relevant product details that help buyers make informed purchase decisions. [Purchase Order](/glossary/purchase-orders) A purchase order is an official document given to a seller by a buyer, pledging to pay for the sale of particular products or services that will be delivered in the future. Learn more about what a purchase order is, the types, the formats they come in, and their benefits. [Supplier Management](/glossary/supplier-management-definition) Supplier management plays a valuable role in the procurement process by overseeing supply chain relationships. Learn more about its benefits. 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