Unit4 Financials Version 14OVERVIEW

Get ready for global financial and performance management.Making the digital downgrade a thing of the past.

Technology is an essential part of people’s lives. We rely on having constant and instant access to information and assistance. But, all too often, technology at work is a “digital downgrade” compared with the sophisticated, user-friendly alternatives we enjoy in our personal lives.

In business for people.

Introducing: Version 14Our latest release sets out to revolutionize the experience for Unit4 Financials (formerly Coda Financials) users and introduces exciting new ways to empower and support your teams with the latest social, mobile, analytic and cloud technologies.

Now it’s easier than ever for your organization to build and benefit from its ideal business technology ecosystem, with the best in Unit4 financial and business management tools at its heart – underpinning and complementing your other specialized systems to deliver the insights and fresh perspectives that are vital to continued success.

V14 benefitsThe latest version of Unit4 Financials offers you a range of advantages:

• Your organization will be better able to make sharp business decisions, based on accurate, complete and current data that is brought together in one secure, accessible solution.

• Unit4 cloud deployment frees up your organization from having to heavily rely on (and maintain) costly IT infrastructure.

• The easy-to-use and intuitive interface of Unit4 Financials helps users to work more efficiently and deliver savings more rapidly.

• Your teams will be able to find, evaluate and represent information faster and share it with others more easily.

• Unit4 Financials is designed for flexibility and scalability so that your organization can grow and adapt the solution at the same pace as your business grows.

• It enables your organization to put a forward-looking system in place that is already aligned to the skills used in the digital era.

V14 highlights• New or enhanced functionality

- Integrated Billing module

- Flexi Fields on Transactions

- Element Workflow

• A host of technical improvements

- The release includes a range of other planned developments, as well as enhancements prompted by a combination of statutory requirements, customer requests and market innovation.

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Integrated Billing

This new billing module is fully integrated with the core of the Financials framework, so in many cases - though depending on the complexity of billing structures - there is no need for integrations with third-party billing systems.

The user-defined product catalogue - with individual item characteristics and rules - ensures accurate, complete and up-to-date data in your invoices and general ledger.

In order to comply with your invoice layout policies, you can easily design invoice templates in a drag-and-drop way and define invoice layouts and customer statements.

Flexi Fields on Transactions

The Flexi Field capability on element level has been extended to transaction level, which allows you to capture unlimited amounts of business-specific dimensions, perform more detailed analyses, and calculate more detailed KPIs and intelligence, in order to support both strategic and operational decision-making.

Transactions that contain both financial and business dimensions will allow you to make more detailed and powerful analyses in our performance management solution (prevero) as well.

Element Workflow

In order to ensure the accuracy of master data and minimize the risk of fraudulent creation or modification of key master data - e.g. supplier details - workflow capabilities have been added for creating and approving master data.

These workflow capabilities allow you to enforce the 4-eye principle for creation of new elements and business dimensions and will also minimize the risk of duplication or errors in the chart of accounts.

Miscellaneous EnhancementsThe new release also delivers a range of other advances across the various functional areas of the solution. These are driven by planned developments, as well as customer enhancement requests, new statutory requirements and market innovations.

• Single user profile with designated capabilities per company

• Transaction lines allow multiple attachments, e.g. contract & invoice

• Ledgers can contain both financial and user-defined data

- Additional columns with, for example, flexi fields

• User security enhancements improve data integrity and mitigate risk

- Password rules

- Rights for unlocking and deactivating users

• Separate debit and credit currency write-off improves analysis

• Unique pay proposal codes for easier identification and analysis

• Ability to create multiple dimensions consecutively with the assisted element template

• Single Sign-On across multiple domains via the Unit4 Identity Server enables 2-factor and cloud authentication

• Ability to invoke customizer from within the browser framework

• Field derivation improvements in input screens ensure accurate and efficient data input

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The technical advances built into V14 also open up fresh opportunities for Unit4 Financials users to benefit from additional Unit4 solutions and innovative new tools. In particular, it introduces a pair of additional licensed applications that are powerful ways to build upon what you can already achieve within Unit4 Financials.

Unit4 Time & Expense ManagementUnit4 Time Management gives you a full visual overview and intuitive control of all hours spent on a project. The solution enables the accurate reporting, controlling and processing of working hours, even in times of change.

Our Unit4 Travel & Expenses solution takes the pain out of submitting and tracking expenses. Enter transactions and receipt images on the go.

Unit4 Performance Management (prevero)

From one consistent platform, prevero Budgeting & Planning enables you to control processes in a scalable, flexible way - without losing time to non-value-adding tasks. Whether you are planning cash flow, managing operational budgets, or forecasting how sales, costs and revenue will develop throughout the year, prevero can deliver the power and flexibility you need.

Our integrated approach covers short-term, medium-term and long-term planning horizons, and a range of planning categories, including: integrated financial planning, sales planning and production, and material and personnel planning. The solution comprises reporting and analysis and supports you with the latest planning tools, such as rolling forecasts, value-driver based planning or frontloading in short, frequent planning cycles.

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contained in this document is intended for general information only, as it is

summary in nature and subject to change. Any third-party brand names

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About Unit4Unit4 is a leading provider of enterprise applications empowering people in service organizations. With annualrevenue of over 600M Euro and more than 4200 employees worldwide, Unit4 delivers ERP, industry-focused and best-in-class applications. Thousands of organizations from sectors including professional services, public services, not-for-profit, real estate, wholesale, financial services and education benefit from Unit4 solutions.

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