Financials User Group: Billing Module & Project Accounting Workshop
Financials User Group
This event is only open to the Unit4 Financials User Group members. To find out how to join the User Group, please click the button below.
Webinar: Billing Module & Project Accounting Workshop
Presented by Millennium Consulting
Join the Financials User Group for the Billing Module & Project Accounting Workshop
Thursday 11th September 2025 2 pm
This session will cover:
- What is Billing?
- What is Billing?
- Advantages of Billing Module vs. Financials Module ‘Print Invoice’
- Flexifields in Billing
- Print Formatter, Flexifields, and Issuing of Invoices
- Billing Licensing in the Cloud
- Demonstration
- Project Accounting
- Chart of Accounts
- Flexifields
- Billing
- Procurement
- Reporting
This event is only open to the Unit4 Financials User Group members. To find out how to join the User Group/attend this event, please click the button below.
Presented by
Phil Leaf
Principal Unit4 Functional Consultant at Millennium Consulting
Unit4 Financials by Coda 2024Q4 compatibility with older XL for Finance versions
Following the release of Unit4 Financials by Coda 2024Q4 to the Unit4 Saas Production environments over the weekend of 25th/26th January 2025 we have received reports from users of XL for Finance add in regarding connection / licence issues.
We believe this is related to the usage of older XL for Finance add in software. A change was made in 2022Q2 XL for Finance add in to add a newer security algorithm. The main software release 2024Q4 deployed this weekend has removed the support for the older algorithm completely.
If you receive a message “unable to allocate a license” as part of making XL for Finance connections, please check your XL for Finance release version and where appropriate update to the latest version. Please check the platform matrix to ensure your Microsoft Excel version is compatible with the latest U4FbC XL for Finance add-in.
Customers with XL add in 2022Q2 or later are not affected by this notice / change.
If you are affected or need support, please don’t hesitate to contact us directly – we’re here to help.
Published July 2025
Why choose us?
We are an Elite Unit4 Partner
We provide solutions, services, and support across the extensive Unit4 product suite and are experts in delivering transformation.
Financials User Group: Application System Maintenance/Admin Workshop
Financials User Group
This event is only open to the Unit4 Financials User Group members. To find out how to join the User Group, please click the button below.
Webinar: Application System Maintenance/Admin Workshop
Presented by Millennium Consulting
Join the Financials User Group webinar Application System Maintenance/Admin Workshop.
Tuesday 7th October 2025 2 pm
Agenda
- Year End Process
- Log maintenance
- Balance audit & toolbox
- Document audit
- Document status toolbox
- Change logs
- Scheduled task maintenance
This event is only open to the Unit4 Financials User Group members. To find out how to join the User Group or attend this event, please click the button below.
Presented by
Debbie Bracht
Senior Application Consultant at Millennium Consulting
Financials User Group: Purchase to Pay Workshop
Financials User Group
This event is only open to the Unit4 Financials User Group members. To find out how to join the User Group, please click the button below.
Webinar: Purchase to Pay Workshop
Presented by Millennium Consulting
Join the Financials User Group for the Purchase to Pay Workshop.
Wednesday 22nd October 2025 2 pm
This session will cover:
- 1. Purchasing
a. Purchase Orders
b. Converting Requisitions to Purchase Orders
c. Authorising Purchase Orders
d. Issuing Purchase Orders
e. Receipting - 2. Invoice Matching
a. Invoice Entry
b. Single Invoice Matching
c. Discrepancies
i. Write-Off
ii. Credit Note
iii. Debit Note
d. Multi Invoice Matching
e. Background Matching
f. Deferred Matching
g. Self-Billing - 3. Accounts Payable
a. Payments - 4. Commitment Accounting
- 5. Reporting
This event is only open to the Unit4 Financials User Group members. To find out how to join the User Group/attend this event, please click the button below.
Presented by
Phil Leaf
Principal Unit4 Functional Consultant at Millennium Consulting
Ben Hart
Application and Information Security Consultant at Millennium Consulting
IFS Cloud Reaches New Heights with Microsoft
IFS Cloud Reaches New Heights with Microsoft
IFS Cloud has achieved both the Azure Software Designation and Microsoft Industry AI Certifications across all 11 industries—believed to be the first Microsoft partner to reach this milestone.
This achievement enhances IFS’s presence on the Microsoft Marketplace, reinforces trust in its IFS.ai capabilities, and enables closer alignment with Microsoft across go-to-market strategies, co-sell initiatives, and industry-specific innovation.
A significant advancement—driven by collaboration, technical excellence, and a shared commitment to innovation.
To explore how IFS solutions can support your business, please contact Millennium Consulting for more information or to discuss your requirements.
Published July 2025
Product Announcement for Customers using the REST API and Unit4 Financials by Coda Continuous Release 2025Q1
Product Announcement for Customers using the REST API and Unit4 Financials by Coda Continuous Release 2025Q1
This message is only for customers using the REST API
We would like to share information regarding a potential issue with the backward compatibility of the REST API changes made in the 2025Q1 release.
The following service requests were changed and are now at version 251.
Finance
- Company
- ElementMaster
Procurement
- POPCallOff
- POPGoodsReceivedNote
- POPInput
- POPPurchaseOrder
- POPRequisition
Electronic Invoicing
- FailedSubmission
REST API calls identifying as v244 made to the above Finance services will return a response based on v251 and as such can include some additional vocabulary items in the JSON.
The nature of the changes in the Procurement and Electronic Invoicing REST API services do not look to create the same situation, you may wish to validate this yourself though.
Any issues encountered can be resolved by updating the expected response information to version 251.
Further information can be found in Knowledge Article KB0043006. available within Support4U.
The SOAP webservices and XMLi are unaffected and maintain full backwards compatibility.
The issue will be resolved in Unit4 Financials by Coda Continuous Release 2025Q2.
Unit4 apologise for any inconvenience this issue may cause.
Millennium Consulting are aware of the issue. If you are affected or need support, please don’t hesitate to contact us directly – we’re here to help.
Published July 2025
Why choose us?
We are an Elite Unit4 Partner
We provide solutions, services, and support across the extensive Unit4 product suite and are experts in delivering transformation.
Product Announcement for Customers using the Billing with analysis line flexi-fields and Unit4 Financials by Coda continuous release 2024Q3 and 2024Q4
Product Announcement for Customers using the Billing with analysis line flexi-fields and Unit4 Financials by Coda continuous release 2024Q3 and 2024Q4
This message is only for customers using the Billing with analysis line flexi-fields and Unit4 Financials by Coda continuous release 2024Q3 and 2024Q4
We would like to share information regarding an issue which has recently been reported when posting documents with analysis line flexi-fields from Billing to Finance.
This issue has the potential to cause the flexi-field values to be incorrectly assigned to the finance transactions, we are asking customers to check their flexi-field data in Finance and to log a support ticket if any issues are found.
This issue exists in Unit4 Financials by Coda continuous release 2024Q3 and 2024Q4.
The issue has been resolved in Unit4 Financials by Coda continuous release 2024Q4 R2, we recommend that customers using analysis line flexi-fields in Billing upgrade to this release.
The software can be downloaded by on-premise customers from the “Software” tab on Community4U.
Unit4 apologise for any inconvenience this issue may have caused.
Millennium Consulting are aware of the issue. If you are affected or need support, please don’t hesitate to contact us directly – we’re here to help.
Published July 2025
Why choose us?
We are an Elite Unit4 Partner
We provide solutions, services, and support across the extensive Unit4 product suite and are experts in delivering transformation.
Unit4 ERPx Now Available in the Microsoft Azure Marketplace
Microsoft Azure customers worldwide now gain access to Unit4 ERPx, a flexible, composable platform that grows with you and integrates easily with your ecosystem
Unit4 announced the availability of Unit4 ERPx in the Microsoft Azure Marketplace, an online store providing applications and services for use on Azure. Unit4 customers can now take advantage of the productive and trusted Azure cloud platform, with streamlined deployment and management.
Unit4 ERPx improves ERP by delivering a tailored, modular solution for Public Sector, Nonprofit, and Professional Services organisations. It accelerates ROI, boosts productivity, and adapts to each organisation’s pace with industry-specific models for quick implementation. Its SaaS framework ensures resilience, agility, and seamless integration with existing systems, minimizing disruptions.
With embedded AI, ERPx automates workflows, reduces manual tasks, and provides proactive alerts, enabling teams to focus on high-value activities. Covering financial management, HR, procurement, and project management, ERPx offers deep, industry-specific functionality to streamline operations, enhance visibility, and ensure compliance.
Designed for service-based industries, ERPx fosters collaboration across HR, Finance, and Project Teams, delivering real-time insights for informed decision-making.
“Partnering with Microsoft represents an exciting step forward in our mission to empower organisations with tailored, industry-specific solutions.”
Vera Batyalova – VP Partner Sales, Unit4
The Azure Marketplace is an online market for buying and selling cloud solutions certified to run on Azure. The Azure Marketplace helps connect companies seeking innovative, cloud-based solutions with partners who have developed solutions that are ready to use.
Published July 2025
Why choose us?
We are an Elite Unit4 Partner
We provide solutions, services, and support across the extensive Unit4 product suite and are experts in delivering transformation.
Unit4 Financials 2025 Q2 Release
Unit4 Financials by Coda 2025Q2 was made available on 10 June 2025.
Highlights of the 2025Q2 release include:
Administration:
Functional Security
The OpenID Connect User Claims Menu option is now available for the LEVEL8 user.
Printing Options Master
The file name can now be specified on the Printing Options Master. The file name can be static or it can be created from the list of vocabularies available on the Print Format dataview.
Note: The new file name can currently only be used when Printing Customer Statements.
Print Customer Statements Scheduled Task
It is now possible to use a Printing Options Master when creating a Scheduled Task for Print Customer Statements.
Security Reports
A new Capability Settings report is available within Security Reports. The settings of selected Capability Masters can be exported to a Microsoft Excel file.
Finance:
Browse Details
View/Edit Line and Multiple Edit now allow documents located in the internal archive tables to be updated. The following fields can be modified:
- Description
- User references 1-3
- External references 1-6
This functionality is currently enabled by setting a configuration setting, please see release notes for more details.
Element Template Master
The Element Master Electronic Invoicing vocabularies can now be added to the Element Template for use with Assisted Element.
Assisted Element
The Electronic Invoicing fields can be modified in Assisted Element.
Print Customer Statements
It is now possible to use the new file name on the Printing options master. The file name can be static or it can be created from the list of vocabularies available on the Print Format dataview.
XL:
Balance Loader
When using Balance Loader, it is now possible to load non-maintained balances across multiple companies.
Note: XL Balance Loader performance has been improved. New Balance APIs are now used in the balance loading process.
Please ensure the appropriate user capabilities are updated to enable access to the new APIs before using Balance Loader.
Please see release notes for more details.
Electronic Invoicing:
Invoice Matching Workflow
When documents are posted to Invoice Matching they will be submitted to authorisation, validation or completion workflow if the relevant settings are specified on the document master.
Technical:
Deprecated features:
The .NET router has been deprecated. The final release has not been determined.
The Integration Toolkit Command Centre module (ITK) has been deprecated and will be removed in a future release. The final release has not been determined.
The ability to implement User Extensions using JavaScript is deprecated. The final release to include this support has not been determined.
Note: Support for implementing User Extensions using Java is not deprecated and is the recommended approach for implementing User Extensions.
The command line utility coda-encrypter.exe is deprecated. The final release to include this support has not been determined.
Removed features:
32-bit XL was removed in the 2025Q1 release. Please use the 64-bit XL. This means that the supported releases of XL are available as 64-bit only.
Support for Apple Safari has ended. It is recommended to use Google Chrome or Microsoft Edge.
Security Updates
- The third-party library JSON Smart has been updated to improve security. This addresses CVE-2024-57699.
- The third party libraries, Logback and Azure, used in the Unit4 Message Hub integration have been updated to improve security. This addresses CVE-2025-24970, CVE-2024-12798.
- Third party library jackson-core has been updated to improve security.
General Fixes/Updates:
- Exchange rates and values for the dual currency are correctly updated when the document date is changed on a Billing document.
- The due date on a Billing document is calculated correctly when the customer element terms is based on the input date.
- Unicode characters are now written correctly to output files in the repository during the ‘write’ stage of the payment process.
- The payee address country code is now available in pay format files as field AccountCountryCode.
- An intermittent issue which caused the workflow completion status not to be set correctly has now been resolved.
- XL Balance Loader performance has been improved.
- The REST API documentation URL information has been enhanced by providing an example.
Further details on the new features, security updates and reported issues can be found in the release documentation.
The release documentation for this release (and previous releases) can be found in the documentation area on the community.
The software can be downloaded from the “Software” tab on Community4U.
Are you making the most of Unit4 Financials by Coda?
Our Systems Health Check is designed to help you identify areas where you may be able to improve performance and ensure you extract the maximum benefit from your investment in Unit4 Financials by Coda.
Millennium Raising Futures Kenya Golf Day 2025
2025
The Millennium Raising Futures KenyaGolf Day
£5,000 raised for Raising Futures Kenya
On Friday 6th June 2025 the annual Millennium Raising Futures Kenya Golf Day took place at Woldingham Golf Club in Surrey. Despite a slightly damp and overcast start to the day, spirits were high as 40 players assembled for a competitive and thoroughly enjoyable day of golf whilst supporting a wonderful cause.
After the golf, the players gathered for post-round drinks and dinner, which was followed by an update from Leela Shanti of Raising Futures Kenya, who shared news and moving stories about the charity’s incredible impact in Kenya. She explained how the funds raised from Millennium’s golf event directly support many young people in Kenya, helping them build brighter, more secure futures through training and the creation of new life opportunities.
Afterwards there was with laughter and excitement with a lively game of Heads and Tails which was followed by a raffle and prize giving and all contributed to a fantastic fundraising total.
A huge word of thank you goes to our generous supporters and sponsors, including Icorp, Pleasant Land Distillery, Sene Valley Golf Club, Littlestone Golf Club, Florences, Wildwood, Kathmandu, Woldingham Golf Club, Lumos, The White Hart, The Gate Keeper and Tom Hill, whose support made the day possible.
Many thanks also to everyone who took part, donated or supported the day. With your help, the event was a great success both on and off the course.
Here are a few photos from the day:
Competition winners:
Millennium Trophy: 4 ball Stableford, Jono Hill, Chris de Plage, Paul Larson and Ryan Hyder
Men’s handicap: Ben Hunt, Bradley Shorter and Oscar Ayton all on 43 points
Ladies handicap: Linda Dicks on 41 points
Individual scratch: Oscar Ayton with 68 strokes
Nearest the flag: Clive Hunt
Beat the pro: Jane Keet, Kath Yore, Chris de Plage, Paul Larson and Ryan Hyder
The day generated £5,000 for Raising Futures Kenya and the money will be put to good use helping young Kenyans.
We look forward to reconvening in 2026 for the next event, and the date and location will be announced in the coming months. We welcome new participants, so if you would like to play next year, contact the Millennium team, who will be happy to provide you with the details.
Charity
Raising Futures Kenya
We firmly believe in our social responsibility to the wider community. That’s why, over the last 19 years, we have supported Raising Futures Kenya – a charity that breaks the cycle of inequality and creates opportunities for vulnerable children and young people in Kenya.
Raising Futures Kenya is the charity working together with young people to create opportunities for rewarding futures. Without these opportunities, one in five young people in Kenya face living in poverty; unable to reach their potential.
