Unit4 Financials (Coda) upgrade

In collaboration with Diesis, the HZ University of Applied Sciences performed an upgrade of Unit4 Financials (Coda) from v11.3 to v13. During the upgrade to Unit4 Financials version 13, all existing functionality and interfaces were required to remain operational. Together with the customer, we also looked at new functionality available in version 13 (e.g. Generic […]


hz

In collaboration with Diesis, the HZ University of Applied Sciences performed an upgrade of Unit4 Financials (Coda) from v11.3 to v13. During the upgrade to Unit4 Financials version 13, all existing functionality and interfaces were required to remain operational. Together with the customer, we also looked at new functionality available in version 13 (e.g. Generic Browse in combination with PrintFormatter). Diesis was responsible for the technical aspects (installation) as well as the functional implementation within this upgrade project.

HZ flagged the following important requirements before the project started:

  • Phase out the Onguard application and move credit management to core Unit4 Financials (Coda).
  • Phase out CODA Billing and move invoicing to Unit4 Financials (Coda).

The main advantage of phasing out these functionalities is the need for fewer applications and modules, which has a positive effect on licence costs and maintenance.

We realised the above in Unit4 Financials (Coda) v13 by implementing the following:

  • Handle credit management with the Reminder functionality in Financials, performing periodic runs to design/define/print reminder letters via the PrintFormatter functionality and sending them to the debtor via email. The credit management set-up includes the so-called WIK charge (legal collection costs) that must be stated on reminder letters in the Netherlands. Diesis created and implemented a bespoke solution for the calculation of these collection costs.
  • Post sales invoices via pre-defined Coda XL templates. These posted items are then retrieved via the “Print invoices” functionality in Financials, then defined/designed using an invoice layout in the PrintFormatter, and finally sent to the debtor via email.
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