An Overview of Unit4 Financialsby Coda Training

If you need to boost your Coda knowledge and proficiency, there are multiple approaches to training that are worth considering (and some of them are even free!).

There are no set rules when it comes to software training. For onboarding, upskilling, and unlocking everything your financial management and accounting software offers, it’s all about finding an approach that matches your organisation’s needs and your preferred way of working.

With this in mind, here’s a closer look at the Unit4 Financials by Coda training options out there…

SME training

To be effective, software training needs to be directly relevant to day-to-day user needs. And especially with a feature-rich solution like Unit4 Financials by Coda, there’s no point in trying to teach every user about every new and existing aspect of it – otherwise, you’re just going to cause training fatigue.

For example, one team member is your core accounting expert. Another handles the bulk of credit management queries. A further team member is your go-to person for asset management. These are all subject matter experts (SMEs). Consider a targeted approach by delivering training to SMEs on aspects of Unit4 Financials by Coda that are directly relevant to their areas of expertise.

SMEs tend to be particularly good at understanding the training content for their peers, so when they pass that knowledge on throughout your team, it makes it more relatable.

Train the trainer

Let’s say a set of new features has been rolled out as part of the Unit4 Financials Continuous Upgrade programme – or you’ve just implemented a new sales invoicing add-on. You don’t have to train the entire finance team to use these features all in one go.

Instead, consider focusing the training on one or a handful of champions. These individuals can then cascade the training to other employees within the organisation as needed. This can be a much more time and cost effective way of distributing the knowledge through the business than training everyone simultaneously.

Use Unit4 resources

There are plenty of Unit4 resources out there.

Unit4’s customer and partner community, Community4U, is one of the best. Comprising dedicated forums devoted to specific Unit4 solutions (including Unit4 Financials) enables you to engage with other customers and partners, get in touch and ask questions, access training resources, and get best practice tips.

(All Unit4 Financials by Coda customers have access to Community4U.)

Online partner training packages

Millennium Consulting can put together a personalised Unit4 Financials by Coda training programme built for your needs, delivered in-person or virtually.

Perhaps your team is due a best practice refresher course to ensure you are making the most of your Unit4 Financials investment. Do you want to explore new possibilities following migration to the cloud? Or do you have a group of new employees who need to be onboarded?

For expert, hands-on and role-specific training delivered by an elite Unit4 Partner, find out what’s possible here: https://millenniumconsulting.com/unit4financialsbycoda/training/

Make use of free webinars!

Workflow functionality, invoice matching, FP&A Lite, how to use hierarchies… if there’s a specific aspect of Unit4 Financials by Coda that you’re unsure about, chances are there’s a recorded webinar or video that explains it. To start exploring, try the following:

Expertise at your fingertips!

From webinars and user guides through to Community4U, there is a large bank of knowledge out there to help you get the most out of Unit4 Financials by Coda. And with Millennium’s flexible, personalised approach to training, you are all set to bridge any knowledge gaps and equip users to get the most from your system.

To discuss your training options, speak to us today.

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