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Unit4 Financials (formerly Coda)

3.7
(12)

Unit4 Coda Financials is a suite of financial management software designed to integrate with your industry- and company-specific applications. Their solution provides real-time financial visibility and control across people, processes and systems.

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Unit4 Financials (formerly Coda) Reviews

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Showing 12 Unit4 reviews
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Unit4 review by Chris E.
Chris E.
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Verified Current User
Review Source

"Flexible. Robust. Scalable."

What do you like best?

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.

What do you dislike?

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.

What business problems are you solving with the product? What benefits have you realized?

Unit4 Financials' handling of multiple currencies and currency revaluation has made setting up new international businesses and maintaining a single core Financial tool for an entire organization very easy to realize. The customizable nature of the tool allows you to create exceptions and special processing rules for specific situations without requiring system changes to the core tool itself, making it infinitely extensible.

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Unit4 review by Simina C.
Simina C.
Validated Reviewer
Verified Current User
Review Source

"Good Performance Accounting & Finance Management Tool - powerful all around "

What do you like best?

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.

What do you dislike?

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.

Recommendations to others considering the product

Get reading to understand everything CODA can do for your business

What business problems are you solving with the product? What benefits have you realized?

I have been supporting Finance with their general enquiries, issues, requests for Unit4's software.

I set up reports for them, create new elements, matching masters, new users.

I have improved in the way Finance are working by automating certain processes they had to do manually and it took a significant amount of their time.

What Accounting solution do you use?

Thanks for letting us know!
Unit4 review by User in Insurance
User in Insurance
Validated Reviewer
Review Source

"Unit4 Financials is very easy to use and navigate."

What do you like best?

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.

What do you dislike?

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.

What business problems are you solving with the product? What benefits have you realized?

We replaced our old accounting system with Unit4 financials for various reasons. The time savings realized were tremendous from preparing financial statements to having to process expense allocations.

Unit4 review by Stephanie N.
Stephanie N.
Validated Reviewer
Verified Current User
Review Source

"Intuitive, easy to use, and customizable"

What do you like best?

I like how you can customize just about any screen for each individual user. It allows each user to work more efficiently.

What do you dislike?

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.

Recommendations to others considering the product

None

What business problems are you solving with the product? What benefits have you realized?

We would like to be able to build more custom reports and learn how to use the entire system and its functions more efficiently and we're hoping to learn those things here at the Intensive Training.

Unit4 review by Lefton, A.
Lefton, A.
Validated Reviewer
Review Source

"Unit4 Financials Formerly CODA"

What do you like best?

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.

What do you dislike?

Some features are not initially intuitive and needs training to use .. afterwards all is fine

Recommendations to others considering the product

Its certainly worth a look and more so if you are considering a new Financials software solution

What business problems are you solving with the product? What benefits have you realized?

Reporting , work flow and business needs

Unit4 review by Carlos S.
Carlos S.
Validated Reviewer
Verified Current User
Review Source

"Unit4 Financials (formerly Coda)"

What do you like best?

Friendly user & integration with accounting system

What do you dislike?

Not using the electronic receipts because Company policies.

Recommendations to others considering the product

Nice software with a lot of potentials to customize.

What business problems are you solving with the product? What benefits have you realized?

Travel Expenses for all European entities. Benefit of speed, integration, quick audit & payment.

Unit4 review by Thomas S.
Thomas S.
Validated Reviewer
Verified Current User
Review Source

"Financial Analyst "

What do you like best?

Functionality and customizable features, that streamline reporting.

What do you dislike?

Hosted customer so it can be hard to find answers to simple questions.

Recommendations to others considering the product

Clearly identify the projects scope.

What business problems are you solving with the product? What benefits have you realized?

We are able to create reports with the information we need and relevantly formatted

Unit4 review by User in Oil & Energy
User in Oil & Energy
Validated Reviewer
Verified Current User
Review Source

"Unit 4 - Coda"

What do you like best?

My favorite feature is the ability to edit after posting.

What do you dislike?

Not very user friendly and I don't like the you can duplicate invoice numbers.

What business problems are you solving with the product? What benefits have you realized?

I'm an AP Specialist so I process invoices with this system.

Unit4 review by User in Transportation/Trucking/Railroad
User in Transportation/Trucking/Railroad
Validated Reviewer
Verified Current User
Review Source

"I use it for reporting purposes"

What do you like best?

easy to use, i do not work with Coda other then accessing reports

What do you dislike?

nothing, I do not have enough use to find anything negative

What business problems are you solving with the product? What benefits have you realized?

cost analytics, easy to gather data

Unit4 review by User in Hospital & Health Care
User in Hospital & Health Care
Validated Reviewer
Verified Current User
Review Source

"Relatively Ease of Use"

What do you like best?

The Coda Excel Interface makes it easy to examine a large amount of data and easily update that data in a very quick manner.

What do you dislike?

Fixed Assets program, but unaware of capabilities

What business problems are you solving with the product? What benefits have you realized?

Financials on a monthly basis.

Unit4 review by User in Transportation/Trucking/Railroad
User in Transportation/Trucking/Railroad
Validated Reviewer
Review Source

"Reviewed"

What do you like best?

Pretty basic usability. Felt easy to get used to it.

What do you dislike?

I don't really have an opinion either way about it.

Recommendations to others considering the product

I think it's a pretty solid product from what I understand of it.

What business problems are you solving with the product? What benefits have you realized?

Well I don't use it mostly. I'm on the operations side of things so this isn't an important part of my work day.

Unit4 review by Administrator
Administrator
Validated Reviewer
Review Source

"Flexible and easy to use"

What do you like best?

Coda Excel is a great tool which enables you to pretty much get any data in.

What do you dislike?

Lack of documentation/guides for new features and those not previously used.

What business problems are you solving with the product? What benefits have you realized?

Collating data from various softwares to report accurately in an efficient way

Kate from G2 Crowd

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