Video Overview
Features
The most used features in UNIT4 Coda Financials include:
Accounts Payable
- Streamlined requisition-to-check process
- Document entry templates for efficiency
- Supports multi-company, currency, and tax
- Supplier analysis and budget comparison
- Flexible payment and discount options
- 3-way invoice matching for accuracy
- Electronic invoicing and recurring invoices
- Transaction preview and approval InTray
- Image processing with OCR integration
- Customer refund and expense processing
Accounts Receivable
- Efficient order-to-cash process
- Automated cash matching and support
- Comprehensive credit and collections management
- Multi-company, currency, and tax support
- Detailed customer profitability analysis
- Direct customer refund processing from A/R
- Expense pass-through from A/P to A/R
Billing
- Intuitive time and expense entry
- Authorization workflow for control
- Multicompany and multicurrency support
- Budget control with overage alerts
- Mobile data entry and inquiry
- Flexible order and invoicing options
- Service planning and scheduling
Budgeting
- Advanced financial modeling capabilities
- Flexible budgeting at various levels
- Granular budget insights with multi-dimensionality
Consolidation & Cash Management
- Step-by-step guided group consolidation
- Real-time, multi-level integration and analysis
- Automatic foreign exchange conversion
- Performance reporting with multi-dimensional analysis
- Efficient cash forecasting and management
- Easy integration with various systems and data sources
Fixed Assets
- Integrated tracking across companies and currencies
- Flexible depreciation rules and user-defined categorization
- Comprehensive asset management with real-time inquiry
General Ledger
- Flexible account code structure for detailed analysis
- Multi-dimensional financial model
- Advanced allocation rules with secure Excel integration
Integration & Web Services
- Seamless integration with various systems via web services
- Extensive use of XML and modern integration techniques
- Flexible API capabilities for diverse system interactions
Project Accounting
- Integrated project accounting for accurate tracking
- Flexible coding and budgeting at all project levels
- Real-time actual vs. budget variance analysis
Reports and Multidimensional Analysis
- Real-time visibility with detailed browsing capabilities
- Centralized control over data and report integrity
- Personalized finance portal for user-specific information
Requisition
- Streamlined purchase-to-pay process with flexible workflow
- Easy integration with Outlook for procurement processes
- Comprehensive RFQ creation, distribution, and response handling
Spend Management
- End-to-end solution covering requisition to payment
- Controlled and consolidated purchasing activity
- Powerful tools for effective supplier negotiation
Workflow, Process & Control Automation
- Framework for visible and repeatable processes
- Actionable insights for continual compliance and control
- Enterprise-wide application for integrated risk management