
Unit4 Financials allows you to create highly-customized screens and portals that can be tailored to the needs of the various user groups that will be accessing the tool. Additionally, it comes out of the box with multiple methods to directly interrogate the database and post financial documents, eg. through Java API calls or direct links into Microsoft Excel. These capabilities allow you to rapidly develop custom interfaces for your customers. Review collected by and hosted on G2.com.
There can be significant setup required initially, but once you are over that major hurdle, creating additional masters is made much less tedious as existing companies and/or subsets of company masters can be copied and modified with ease. Review collected by and hosted on G2.com.
If you attend Unit4's Financial Administrator course you get a good understanding of different CODA modules and how to use it for all your company's needs (raising POs, posting documents, matching POs against invoices, setting up the company's financial structure, creating and running reports).
I like the fact that once you gain an understanding around how the Masters, Selectors, Presenters, Reports work you can go and tailor everything according to your needs - you don't need developers support (unless you are after Bespoke functionality which is not part of Core CODA. Review collected by and hosted on G2.com.
It would be useful to have access to more business cases around how different CODA modules have been put at work by various companies. That would help in the initial process of setting up the Finance infrastructure in CODA and also get different views on how to improve your company's internal processes. Review collected by and hosted on G2.com.
The system works and at the base core, meaning data access, table design and structure and software features makes it a great system to use. We have used it for 23 years and are still going strong with it. Review collected by and hosted on G2.com.
Some features are not initially intuitive and needs training to use .. afterwards all is fine Review collected by and hosted on G2.com.
It is very easy to use and navigate. The software is built to be menu driven. Mostly everything is grouped into areas that make sense, such as administration being separate from where you process accounting entries. Security can also be limited in many different ways. Depending on how the security is implemented, certain users will not even see the options to what they do not have access to. This makes it much easier for the user to understand where they can and cannot work. The software was built with functionality to accommodate growth into other states or other lines of business. Integration capabilities to both external and internally built software programs. Review collected by and hosted on G2.com.
The complexity of having to build separate "masters" for everything. An example is to build a report, you will need a selector master, a report master, possibly a hierarchy master and a browse report or presenter master. Review collected by and hosted on G2.com.
I like how you can customize just about any screen for each individual user. It allows each user to work more efficiently. Review collected by and hosted on G2.com.
There is nothing directly related other than when upgrading, we lack documentation on new features which really has nothing to do with Unit 4 itself. Review collected by and hosted on G2.com.