CIC Audit tool

Diesis has developed the CIC Audit Tool, which allows you to easily access information about user capabilities, role distinctions and security parameters from Unit4 Financials (Coda). Obtaining such information from Unit4 Financials is generally time-consuming, and the resulting data is not always easily exchangeable with third parties such as accountants.


Diesis has developed the CIC Audit Tool, which allows you to easily access information about user capabilities, role distinctions and security parameters from Unit4 Financials (Coda). Obtaining such information from Unit4 Financials is generally time-consuming, and the resulting data is not always easily exchangeable with third parties such as accountants.

Why?

The Corporate Governance Code (the Tabaksblat Code in the Netherlands) and particularly the Sarbanes-Oxley Act (SOx) have increased the need for businesses to show that they are “in control”. A simple declaration from the management is no longer sufficient. Instead, hard evidence is required – in other words, a move from “trust me and tell me” to “show me and prove me”. As a consequence, not only the accountant but also the entrepreneur or a company’s management wants to make sure that the financial systems are reliable and perform as expected. It is therefore crucial that evidence and information for the control process can be obtained directly from your accounting system. Audit tools make this process relatively easy. The CIC Audit Tool can be used for Unit4 Financials.

How?

The CIC Audit Tool is now offered in the Reporting Hub, developed by Diesis. This Reporting Hub is installed at the customer site, allowing them to decide when and how frequently an audit run should be performed. Additional functionality is also available in the Reporting Hub, such as comparing previous audit runs and monitoring bank statement mutations on accounts payable. But the Reporting Hub can of course easily be extended and customised according to your specific requirements.

What do I get?

The CIC Audit Tool produces an audit report with findings and recommendations, including a number of appendices. This enables even those without in-depth Unit4 Financials knowledge to quickly understand how capabilities, role distinctions and security parameters have been implemented.

The CIC Audit Tool will provide an up-to-date overview of this information without having to query all relevant settings in Unit4 Financials individually.

Which aspects?

The following aspects are included in the audit report:

  • Setup of users
  • Use of passwords
  • Setup of capabilities
  • Distinction of roles

The audit report is available in PDF and MS Word format.

In addition, the CIC Audit Tool produces approximately 30 appendices, in PDF and MS Excel format.

Examples of appendices:

  • An authorisation matrix
  • Notes on the authorisation matrix
  • Capabilities regarding e.g. payment process
  • Capabilities regarding the creation of masters (e.g. element master)
  • Role distinctions (e.g. who is allowed to create elements, to post items etc)
  • Overview of users who may change currency rates
  • Overview of when audit processes have run, per company
  • Password settings
Interested in a free and non-binding quotation or want to meet us face-to-face? Contact us