Unit4 PSA Suite

(22)
3.6 out of 5 stars

Unit4 is delivering the full PSA Suite required by professional services organizations (PSOs) to improve performance, based on real-time insight and enhanced visibility across all aspects of the business.

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Unit4 PSA Suite Features

Client Invoicing
Invoice Creation and Delivery

Ability to create and send printable or electronic invoices. Includes standard invoice style library that can be customized/branded.

75%
(Based on 9 reviews)
Electronic Payments

Accepts electronic payments from clients

82%
(Based on 5 reviews)
Project Accounting / Revenue Recognition

Provides adequate reporting and/or can integrate to AP systems to recognize revenue appropriately

77%
(Based on 9 reviews)
Project Resource Mgmt.
Budget Tracking

Enables project managers to track and manage time and expense budgets

82%
(Based on 11 reviews)
Forecasting

Provides ability for project managers to forecast resources, revenue, expenses using reports and manual adjustments.

82%
(Based on 11 reviews)
Client Portal

Provides a portal for clients to view project progress, budgets, resources, project documents, etc.

72%
(Based on 9 reviews)
Skills Tracking

Contains Library of skills for resources to allow project managers to search for available skillsets and assign to projects

66%
(Based on 7 reviews)
Resource Loading / Scheduling

Provides functionality to assign resources to projects based on current and forecasted load, skills, role, etc.

68%
(Based on 9 reviews)
Administration
Standard Integrations

Provides standard connectors for popular Finance, Payroll, HRMS and CRM systems

79%
(Based on 5 reviews)
Workflow

Routes Timesheets, Invoices, Expense reports through approval process. Easy to maintain and administer

70%
(Based on 6 reviews)
Automated Reminders

Sends automatic reminders to employees that have not completed expenses reports and/or timesheets

88%
(Based on 5 reviews)
Policy Compliance Management

Enables administrators to create rules that enforce compliances of corporate time and expense policies

Not enough data available

User, Role, and Access Management

Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

76%
(Based on 7 reviews)
Platform
Reporting

Access pre-built and custom reports and dashboards.

68%
(Based on 9 reviews)
APIs / Integration

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.

66%
(Based on 7 reviews)
Internationalization

Enables users to view and transact business with the same content in multiple languages and currencies.

Not enough data available

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.

79%
(Based on 8 reviews)
Mobile User Support

Allows software to be easily used on multiple mobile devices include phone and tablet devices.

85%
(Based on 5 reviews)
Offline

Provides users ability to create and access expense reports/timesheets while not connected to internet.

67%
(Based on 5 reviews)