Unit4 Financials 2023 Q2 Release

June 2023

Unit4 Financials by Coda 2023 Q2 was made available on 13 June 2023.

The new release contains all the previous Unit4 Financials functionality and new features. Plus, many additional customer requested fixes, highlighting the importance of logging enhancements via Unit4’s Community 4U.

Highlights of the 2023 Q2 release include:

Administration

  • Output Device Master
  • Logon Event Housekeeping
  • Scheduled Tasks

Technical

  • New WildFly scripts
  • Added HTTP security headers in WildFly
  • ODBC Driver for SQL Server

Deprecated features

  • 32-bit XL is deprecated. We recommend the use of 64-bit XL.
  • The Message Board feature in Administration is deprecated. It will be removed in a future release.

General Fixes/Updates

An error is no longer shown when creating an Element Authorisation Rule Master that references Entity Masters which have disabled Element Statuses.

  • Allowed user to save a message transport master when the password contains an asterisk.
  • It is now possible to add a new field to a Flexi-Field Master without removing the associated Metadata Object Definition join from all affected Dataviews. The new vocabulary will have to be added to any required Dataviews manually.
  • It is now possible to remove a generated matching line without getting an error when using a Tabular Input Template Master or when resolving the document before posting.
  • ITK is not disabled by database connection problems during server start.
  • All repository objects, including attachments, are now written to the disk, which allows for virus scanning before they are saved.
  • The response returned by the ComSelectorMaster.List service now matches the schema.
  • The response returned by the GenericBrowse.SelectForTransaction service now matches the schema.
  • The response returned by the PresenterMaster.Get service now matches the schema.
  • Element Long Name will also be updated when the Element Name is edited in Assisted Element. Reloading the Element will now reload the Long Name correctly if it exists.
  • ‘Negative rate calculated’ errors in matching have been fixed.
  • Account Summary now allows changes to be saved when it is accessed from a homepage/content provider.
  • When running a scheduled task manually, the confirmation message has been enhanced.
  • Degrading performance during matching and other applications has been addressed.
  • When the Credit Limit required checkbox is ticked in Assisted Element, the user is no longer returned to the template code selection screen. Unticking the Credit Limit required checkbox will reset the Credit Limit to 0.
  • ITK Data Editor now saves changes to monetary and other big numerical values correctly.
  • Documents posted to intray with invalid data no longer introduce a checksum error.
  • The ITK INPF process step will now handle UTF-8 with BOM encoded input files.
  • When performing a quick print of a pay proposal, document lines are no longer duplicated when an External Reference URL field is populated and specified on the Selected Details presenter on the Pay/Collect master.
  • When retrieving large amount of data using Generic Browse, the amount of memory used is reduced.
  • The Tablelink transfer client (API) no longer causes the system to hang.
  • An error is now given if you try to use assisted element with an umbrella element.
  • Returning from viewing a log no longer writes an error stack trace to the container log.
  • A serious error is no longer displayed in workflow when non-unicode characters are included in the document comments.
  • Changing the document date in Billing will cause the currency exchange rates to be recalculated if the Company Master exchange rate date setting is ‘Document’.
  • The diagram in the installation requirements has been updated to make it clearer that a clustered deployment requires a shared JMS environment
  • Fixed Path Traversal Vulnerability in the Customiser. More information on the vulnerability on the OWASP website.
  • Fixed XML External Entity Injection (XXE) vulnerability in XMLi. More information on the vulnerability is available on the OWASP website.
  • The source transactions are preserved when capitalising assets with temporary numbers.

Further details on the new features, security updates and reported issues can be found in the release documentation on Unit4’s Community 4U. 

Unit4 Financials by Coda 2023 Q1 was made available on 14 March 2023, find here.

Release dates for Cloud users

Unit4 Cloud customers are notified by Unit4 Cloud support when their pre-production and production systems will be updated. This information can also be found within the Cloud Services – Release Schedules area. View the 2023 Cloud Schedule here.

The Release Notes detailing the fixes and features within this release can be found in the Documentation area on Unit4’s Community 4U.


Upgrading Financials is not merely about accessing the new functionality that comes with a new software release. It is also about mitigating technology, operational, and business risk.

Find out more

Unit4 Financials 2023 Q1 Release

March 2023

Unit4 Financials by Coda 2023 Q1 was made available on 14 March 2023.

The new release contains all the previous Unit4 Financials functionality and new features. Plus, many additional customer requested fixes, highlighting the importance of logging enhancements via Unit4’s Community 4U.

Highlights of the 2023 Q1 release include:

Administration

  • User Master

Finance

  • Element Authorisation
  • Pay Format Files
  • Deprecated features

 

General Fixes/Updates

  • Information about the version of a Desktop Application has now been updated to refer to the About option on the application menu.
  • The Browse Worklist link has been corrected in the workflow alert email, the link now opens Browse Worklist.
  • Metadata Dataview – It is now possible to add new attributes when editing dataview joins.
  • Resolved an intermittent logon issue in Workflow Designer and Print Formatter.
  • Functional errors (with stack trace) generated in webservices are no longer output to the container log.
  • Out of memory errors when exporting data have now been fixed as part of general improvements to state handling.
  • The Installation Requirements have been updated to explain how to get Java 11 to print the same separators as Java 8 for certain locales (for example Swiss French).
  • If a cost centre transfer fails to post (for example – when period access is closed), the asset is no longer kept locked.
  • All rows in Billing Browse are selected when using the ‘Select All’ check box.
  • Restricted tax lists set on finance document masters are now enforced in Intray Management and Browse Intray.
  • Header only documents on the Intray can now be retrieved for modification and deletion in Intray Management and Browse Intray.
  • An original user can now modify and post back to the intray (but not to the books) a document whose “Prevent posting to books by original user” flag is set.
  • Column recnum on tables ‘oas_elmhistory’, ‘oas_inthist’, ‘oas_lethist’ and ‘oas_prlhist’ has been increased in size from smallint to int to minimise accidental rollover.
  • XL will reauthenticate when the current session expires.
  • Reduced the memory usage in the CSV Transformation and the Repository Output.
  • Security of attachments has been improved

The Release Notes detailing the fixes and features within this release can be found in the Documentation area on Unit4’s Community 4U.

 

Release dates for Cloud users

Unit4 Cloud customers are notified by Unit4 Cloud support when their pre-production and production systems will be updated. This information can also be found within the Cloud Services – Release Schedules area. View the 2023 Cloud Schedule here.

The Release Notes detailing the fixes and features within this release can be found in the Documentation area on Unit4’s Community 4U.


Upgrading Financials is not merely about accessing the new functionality that comes with a new software release. It is also about mitigating technology, operational, and business risk.

Find out more

Unit4 Financials Continuous Release Schedule 2023

January 2023

Release dates for on premise users

The Unit4 Financials platform is maintained via a continuous release model. Thanks to this predictable cycle of quarterly updates, users get timely access to the type of customer-driven enhancements that helps to keep the finance department ahead of the game.

2023Q1 Release  Released 14 March 2023
2023Q2 Release  Released 13 June 2023
2023Q3 Release  Planned 12 September 2023
2023Q4 Release  Planned 5 December 2023

These dates can sometimes be subject to alteration.


Release dates for Cloud users

Unit4 Cloud customers are notified by Unit4 Cloud support when their pre-production and production systems will be updated. This information can also be found within the Cloud Services – Release Schedules area.

2023 Preview & Acceptance Production
Q1 28th March 2023 22nd/23rd April 2023

(Released Maintenance Window)

Q2 27th June 2023 22nd/23rd July 2023

(Planned Maintenance Window)

Q3 26th September 2023 21st/22nd October 2023

(Planned Maintenance Window)

Q4 19th December 2023 20th/21st January 2024

(Planned Maintenance Window)

These dates can sometimes be subject to alteration.


Updating your legacy systems

Upgrading enables you to:

  • Access the latest functionality
  • Reduce operational risk and processing costs
  • Continue to access Unit4’s “in support” software maintenance and support package
  • Ensure you are up to date with Unit4’s latest software security package

As an Elite Unit4 Partner, Millennium Consulting specialises in delivering a seamless upgrade, while also ensuring your upgraded solution is fully aligned with organisational requirements.

Find out about upgrading

Unit4 Financials 2022 Q4 Release

December 2022

Unit4 Financials by Coda 2022 Q4 was made available on 6th December 2022.

The new release contains all the previous Unit4 Financials functionality and new features. Plus, many additional customer requested fixes, highlighting the importance of logging enhancements via Unit4’s Community 4U.

Highlights of the 2022 Q4 release include:

Administration

  • Tasks
  • SFTP key authentication

Finance

  • Matching
  • Deep links to browse transactions can show a period range
  • Browse column widths
  • Show last comment

Structured Output

  • SFTP key authentication
  • Removed features

General Fixes/Updates

  • Message Transport Log can now be opened; previously an error occurred if data in the ‘com_logline’ was truncated.
  • Password is not stored anymore in the database when the password field is cleared in Message Transport Master.
  • Further improvements have been made to the metadata upgrade process and the metadata audit now reports invalid vocabularies.
  • Recording successful logon and logoff events no longer causes a duplicate key error message.
  • Manual depreciation is now included in the depreciation charge adjustment when performing a cost centre transfer.
  • When trying to transfer Cost Centre on an asset where account security prevents the transfer, an error will be raised about not having access to the account instead of a serious error.
  • Billing Performance has been improved when opening large documents in Billing Browse, the element short names are now only activated when the typeahead is activated.
  • Named user licence count is now enforced for Finance users.
  • Analyser will now open correctly from Browse Transactions and Aged Analysis.
  • Cancel document memory usage has been fixed to handle more than 100 individual documents, without causing a system failure.
  • Link table maintenance keeps padding on column ‘oas_linkhead.origdocnum’.
  • Addressed some causes of account summary unmarshalling error.
  • Table Link Transfer Client pads column ‘oas_linkhead.origdocnum’ correctly.
  • Browse details can now show the most recent comment added using multiple edit (the last comment).
  • Tablelink maintenance now auto sizes the column widths when presenting the data.
  • The Matching request Input Extended/PostToBooks has been corrected and no longer gives an XMLi error.
  • When Setting the Element Substitution value to “not used” the element value is now cleared allowing the element to be saved.
  • Intray Management – it is now possible to remove a line comment.
  • Flexi field caching in Assisted Element has been changed to allow Flexi field master changes to be reflected immediately.
  • Pay Status toolbox no longer fails when using an Oracle database.
  • Reminder letter proposals now calculates the page count correcting when items are deleted and no longer errors when reviewing the last page of the proposal.
  • Copy document no longer errors if the document that is copied references an original document which has been archived.
  • ITK Data Editor now allows Statement lines to be updated, and other data rows which contain Financials document numbers as a key. Please refer to the ITK User guide Unit4 Financials Metadata section for information on settings for the object definition.
  • Posting an invoice with attachments now submits successfully to Workflow when it is automatically approved.
  • A goods received note will now not be created when completing a partially received order line with 0 (zero) quantity.

The Release Notes detailing the fixes and features within this release can be found in the Documentation area on Unit4’s Community 4U.


Upgrading Financials is not merely about accessing the new functionality that comes with a new software release. It is also about mitigating technology, operational, and business risk.

Find out more

Unit4 Financials 2022 Q3 Release

September 2022

Unit4 Financials 2022 Q3 was made available on 13 September 2022.

The new release contains all the previous Unit4 Financials functionality and new features. Plus, many additional customer requested fixes, highlighting the importance of logging enhancements via Unit4’s Community 4U.

Highlights of the 2022 Q3 release include:

 

Finance

  • Unique index columns updated to not-nullable
  • New task: table link element housekeeping
  • New task: table link document housekeeping
  • Clients can request access tokens from OpenID Connect providers
  • Microsoft SQL Server specifiable ODBC Connection String

 

Addons

  • Clients running on FIPS-enabled Windows systems

 

Deprecated features

  • .NET router – The .NET router has been deprecated. The final release has not been determined.
  • COM router – The COM router has been deprecated. This release, 2022 Q3, is the last to include the COM router.

 

 General Fixes/Updates

  • Workflow attachments can now be removed and added without error during the workflow process.
  • The Configuration guide has been updated to remove redundant session management timeout settings.
  • New metadata presenter field URL Prefix is now optional making the import compatible with exports from an earlier release.
  • Merging two assets together does not now create a superfluous extra manual transaction.
  • Billing Table Link no longer creates a document header without detail lines.
  • Weekly interval scheduled tasks now continue to run after a year has elapsed since they were created.
  • Periods (full stops) are no longer removed from external reference fields when uploading a statement via the statement load master.
  • Pay can now display external reference URL and user reference URL.
  • Export from Browse Details was not displaying external reference URL correctly.
  • When a reversing document is posted and subsequently a partial match is performed on one of its lines, Financials no longer creates spurious document lines with no document headers.
  • A primary key issue on the oas_himint table has been resolved so that, for example, it is now possible to update two or more financial years via hierarchies correctly.
  • Certain vocabulary items on a Selector Master were incorrectly defaulting to always being mandatory.
  • For input templates, prevent the repositioning of the remove line checkbox from corrupting existing input template customisations.
  • Export to Excel from Browse Details no longer fails due to invalid characters.
  • Reconciliation no longer displays a serious error when selecting the ‘From hard copy’ source.
  • The punchout supplier configuration has been enhanced to allow user literals.
  • Customising the Tax number field off the supplier search results form, now results in the field correctly disappearing.
  • XL Journal Loader has been corrected to allow posting to multiple companies.

The Release Notes detailing the fixes and features within this release can be found in the Documentation area on Unit4’s Community 4U.

Read here to find out when Financials updates are scheduled for 2022, along with important information for legacy V13 and V14 users.


Is it time to upgrade?

Find out more

Unit4 Financials 2022 Q2 Release

June 2022

Unit4 Financials 2022 Q2 Release

Unit4 Financials 2022Q2 was made available on 7th June 2022.

The new release contains all the previous Unit4 Financials functionality and new features. Plus, many additional customer requested fixes, highlighting the importance of logging enhancements via Unit4’s Community 4U.

Highlights of the release include:

Finance

  • Browse Transactions
  • Statement Processing

Billing

  • Billing Browse

Console

  • Client Secret

Administration

  • Customiser
  • Print Formatter
  • Workflow Designer
  • XL for Finance and Procurement
  • Removed feature – XL Scheduler

General Fixes/Updates

  • The AppParams WebService no longer fails with the error “Invalid document version”.
  • Customiser now allows the height to be changed for the comment object on an account summary.
  • In Generic Browse ‘Select all lines’ is no longer limited to the current page.
  • Customiser can now open customisations when container managed authentication is used.
  • Webservices licence is no longer required for Print Formatter and Workflow Designer.
  • Metadata upgrade now sets the object definition key type correctly.
  • Performance has been improved in Billing Browse when opening sales invoices with a large number lines.
  • Billing can now issue/reissue invoices without attachments, when ‘Send related attachments’ is set on the output device master.
  • Authorising an element with an attachment no longer fails with a database deadlock.
  • Budget Check and Commitments are now calculated correctly for companies with Financial Periods not matching calendar months.
  • WebServices/XMLi has been has been changed to disallow an unbalanced match when matching and using commit.
  • Element Template number ranges are now set correctly when using copy company and using the target save function across companies.
  • Element authorisation now can handle more than 10 left or right list entries.
  • Bank reconciliation no longer loses the selected status on rows when ‘Include selected’ is used.
  • Pay write now handles values with more than 2 decimal places correctly.
  • Pay write now handles very high values correctly.
  • Drill down to commitments from Browse Balance now returns data correctly.
  • Element Table Link has been changed to handle larger volumes of updates without having an ‘out of memory’ error.
  • ITK can now handle extracting and transforming larger volumes of data.
  • Punchout no longer fails when an invalid lead time is received.

The Release Notes detailing the fixes and features within this release can be found in the Documentation area on Unit4’s Community 4U.

Read here to find out when Financials updates are scheduled for 2022, along with important information for legacy V13 and V14 users.

Is it time to upgrade?

Find out more

Unit4 Financials 2022 Q1 Release

Unit4 Financials 2022 Q1 Release

The Unit4 Financials continuous release model helps to ensure that finance departments are equipped to handle their most pressing operational challenges.

March 2022

Unit4 Financials 2022 Q1 was made available on 8th March 2022.

The new release contains all the previous Unit4 Financials functionality, new features plus additional customer requested fixes. This release also replaces the temporary solution in place to protect against the Apache Log4j vulnerability identified in December 2021 with a permanent fix.

Highlights of the release include:

Finance:

  • Print Invoices – attachment filename
  • Copy Company

Billing:

  • Use Structured Output in scheduled task for type Billing Issue

Console:

  • OpenID configuration restructure

Administration:

  • QR Codes on Print Formats
  • Print Formatter and Workflow Designer Authentication
  • OpenID Connect Authorization Code Flow with PKCE

Procurement:

  • Requisitions and Purchase Orders

General Fixes/Updates

  • Using a presenter with totals lines on matching from input lost a selected line because the software thought it was a total
  • ITK process ending time was being recorded even when a process component failed early on in the process run
  • Billing Flexifield dates on entry would always save on a different date if a Browser used a different timezone from the server
  • Export to Excel Spreadsheet did not handle divide by zero cells properly
  • Assets part disposal depreciation calculated incorrectly when cancel depreciation used
  • Assets full disposal calculating depreciation in disposal period incorrectly when cancel depreciation used
  • Assets Cost Centre Transfer – when transfer fails, the depreciation lock was incorrectly left in place
  • Transformation Parameters XML validation field label was not being translated
  • Running Table-Link Helper would left-justify document numbers, so then DTL would fail
  • Browse details export did not pass though the URL of hyperlinked user refs to a relevant recipient e.g. Excel
  • Bulk Load incorrectly creating log files for unrelated user and company code

The Release Notes detailing the fixes and features within this release can be found in the Documentation area on Unit4’s Community 4U.

Read here to find out when Financials updates are scheduled for 2022, along with important information for legacy V13 and V14 users.

Is it time to upgrade?

Upgrading your finance software can provide new functionality, increased automation and more efficient processes.

Find out more

2022 Unit4 Financials Roadmap

February 2022

2022 Financials Roadmap

The Unit4 Financials continuous release model helps to ensure that finance departments are equipped to handle their most pressing operational challenges. This includes new regulations, volatile market conditions, and internal pressures to do more with less.

To ease your transactional workload, 2022 looks set to see the introduction of some welcome additions to the Unit4 Financials platform. Here’s a closer look at what’s in the update pipeline.

One of the most attractive features of Unit4 Financials is its multi-everything design (country, company, currency, tax, language), ensuring the ability to handle even the most complex or evolving corporate structures.

You can run your system as a single version worldwide, thereby ensuring consistency and visibility across the enterprise. But alongside this, you also get the flexibility to satisfy a huge range of local statutory and accounting approaches found around the world.

We are set to see further evidence of this ‘global yet local’ approach in 2022. A prime example comes in the form of new structured output for closer integration with ELSTER, Germany’s electronic tax return system.

The solution already includes the ability to produce invoices in an xml format. Unit4 is in the process of enabling this with billing, also.

The solution should also shortly accommodate QR codes on print formats.

For auditing and general ease of admin, life becomes so much easier if you can save actual billing documents within the platform itself. Unit4 added attachments to billing in early 2021. They are now going a step further, enabling you to copy those attachments over to the Financials document.

The last couple of years have seen a gradual extension of Financials’ ‘scheduled tasks’ functionality, (hierarchy updates, asset depreciation and reconciliation are a few recent examples). Driven by customer demand, you will also shortly be able to add a scheduled task for the Open/Close Period.

A new Supplier Filter will be added to procurement.

Future vision for 2022 and beyond

This functionality is already available with an on-premise set-up, Unit4 is looking at creating a cloud version.

Introduced in Continuous Release 2020, tablelink for cloud gives you an on-premise version of your link tables, and an API that takes the data into the cloud. Expect further enhancements to this function over the coming years.

• Define name for email attachments
Certain activities within the product involve emailing attachments to customers or suppliers (invoices and statements, for instance). This upcoming new function enables you to define the names of these attachments. This can be useful for preventing the messages from being caught by user email filters.

• Expiry for element banks and addresses
You will shortly be able to expire a bank as against a customer or supplier account. You can still see it (but not use it) when inputting your documents.

• Specify address for email output
At the moment, the system picks up the default email address for a customer or a supplier account. Unit4 looks set to make it easier to send different categories of communications to different email addresses within the same customer organisation.

• Copy company set open number range
It will shortly become easier to copy and move defined extracts of company information.

Areas of focus for Unit4 over the next few continuous releases include:

• Support for Wildfly 25
• 3rd party library updates
• Corrective maintenance

Seamless interoperability with business applications of all types is a further major benefit of the Financials product. Building on this, Unit4 will be looking to introduce further ways to integrate Financials with the Microsoft Office 365 suite. Other technical enhancements include the following:

• Clustering performance
• Cloud SaaS improvements
• Cloud product usage
• Rationalised and centralised DB access
• A simpler cloud deployment system
• Upgrade script improvements
• Audit trail upgrade improvements
• Download xml client libraries
• Alternative document repository
• People platform integration

Important upgrade information

Support for Unit4 Financials V13 has already been withdrawn. Support for V14 will expire at the end of 2022. Failure to upgrade before then increases the likelihood of incurring extended support charges from Unit4.

Upgrading enables you to:
• Access the latest functionality
• Reduce operational risk and processing costs
• Continue to access Unit4’s “in support” software maintenance and support package
• Ensure you are up to date with Unit4’s latest software security package

As an Elite Unit4 Partner, Millennium Consulting specialises in delivering a seamless upgrade, while also ensuring your upgraded solution is fully aligned with organisational requirements.

To explore your options in Unit4 Financials, contact us today.

Find out more

Unit4 Financials Continuous Release Schedule 2022

February 2022

Unit4 Financials Continuous Release Schedule 2022

The Unit4 Financials platform is maintained via a continuous release model. Thanks to this predictable cycle of quarterly updates, users get timely access to the type of customer-driven enhancements that helps to keep the finance department ahead of the game.

Read on to find out when Financials updates are scheduled for 2022, along with important information for legacy V13 and V14 users.

Unit4 Financials planned releases

2022Q1 Release  Planned 8 March 2022
2022Q2 Release  Planned 7 June 2022
2022Q3 Release  Planned 13 September 2022
2022Q4 Release  Planned 6 December 2022

These dates can sometimes be subject to alteration.

To read a summary of what has been added since October 2020, along with a closer look at some of the most noteworthy enhancements, read What’s new in Unit4 Financials Continuous Release?

Post release, an .iso for each release is available from the Software Distribution Server.


Information for V13 users

V13 was previously maintained via Service Pack updates. The last Service Pack (23) was released on 27 September 2019. These previous updates are still available to download on the Software Distribution Server. No further Service Packs for V13 will be forthcoming.

Discover the latest Unit4 Financials features in V13 here.

Please note that maintenance for V13 was retired in February 2021.

No critical bug fixes for this product are being issued.


Information for V14 users

V14 is maintained via a full re-release of the software on .iso, available from the Software Distribution Server. The most recent V14 Release Pack – Release 17 – was made available on 28 November 2021.

Future Releases for 2022 are still to be confirmed (at time of writing) and will be dependent on user demand and the nature of any issues that arise.

Discover the latest Unit4 Financials features in V14 here.

Please note that maintenance for V14 will cease at the end of December 2022.


Distribution and notification of cloud updates

Unit4 Cloud customers are notified by Unit4 Cloud support when their pre-production and production systems will be updated. This information can also be found within the Cloud Services – Release Schedules area.


Updating your legacy systems

Support for Unit4 Financials V13 has already been withdrawn. Support for V14 will expire at the end of 2022. Failure to upgrade before then increases the likelihood of incurring extended support charges from Unit4.

Upgrading enables you to:

  • Access the latest functionality
  • Reduce operational risk and processing costs
  • Continue to access Unit4’s “in support” software maintenance and support package
  • Ensure you are up to date with Unit4’s latest software security package

As an Elite Unit4 Partner, Millennium Consulting specialises in delivering a seamless upgrade, while also ensuring your upgraded solution is fully aligned with organisational requirements.

Is it time to upgrade?

Upgrading your finance software can provide new functionality, increased automation and more efficient processes.

Find out more

What’s new in Unit4 Financials Continuous Release?

December 2021

What’s new in Unit4 Financials Continuous Release?

New functions rolled out under recent Unit4 Financials quarterly releases have significantly enhanced the user experience, further enabling your finance team to streamline business processes, reduce operational risk and free up resources for value-added work.

Here’s a summary of what has been added since October 2020, along with a closer look at some of the most noteworthy enhancements…

At a glance: release date summary

CR 2021 Q4              (7th December 2021)
CR 2021 Q3              (14th September 2021)
CR 2021 Q2              (9th June 2021)
CR 2021 Q1              (9th March 2021)
CR 2020 Q4              (8th December 2020)
CR 2020 Q3              (14th October 2020)
V14 R16                    (27th July 2021)
V14 R17                    (end November 2021)

  • Hotfix to protect Unit4 Financials in the Log4j Java library
  • Table Link Transfer Client
  • Billing: Use Structured Output on Final Issue
  • Billing: Copy Attachments on Posting
  • Invoice matching: Set number of background matching threads

  • Structured Output – UBL 2.1 Transformation: XML can be validated against the UBL 2.1 Invoice schema
  • Attachments can now be managed from within the Billing Browse screen
  • It is now possible to attach the PDF Invoice or Credit Note to the Billing document on final issue
  • Scheduling a task of type Print Invoices now permits you to generate structured output for invoices (for example, XML in UBL 2.1 Transformation)
  • Purchase orders approval can now be viewed across company in read-only mode

When you save masters, trailing spaces are now automatically removed. Print invoicing functionality is also improved, including support for XML formatting, as well as for invoices in pdf format.

  • Documents outputs can now be written to an SFTP location
  • Leading and trailing spaces are automatically removed when updating master names and short names
  • The ‘Print Invoices’ function now allows an XML invoice. Transformation to be generated and sent. A pdf from a print format can be attached to the Finance document as its primary attachment
  • The ‘Remove’ checkbox for additional lines in input is now positioned on the right-hand side by default
  • Structured Output – UBL 2.1 Transformation: the generated XML file is now validated against the UBL Invoice schema
  • Structured Output – UBL 2.1 Transformation: new vocabulary available including IBAN, attachment ID

This release included a number of enhancements that actually go a long way in improving the user experience. Examples include the new option to sort a paylist in descending order. There is also a new ‘element authorisation status’ for the financials selector master, which means that an element that isn’t authorised for changes can be excluded automatically without having to send a reminder or statement.

  • Download XL for Unit4 Financials
  • Document master setting to prevent the user who originally posted a document to the intray from posting the document to the books
  • Pay/Collect summary now displays the pay proposal list by Pay Date in descending order
  • Element authorisation status added to financials selector master
  • New Punchout parameter added, user email
  • Review Punchout items screen has new ‘select all’ and ‘deselect all’ buttons
  • Punchout website now appears in a new tab in the browser
  • Structured Output has a new transformation available, called ‘FEC’ Transformation (Fichier des ecritures compatables)
  • Structured Output now allows zip file compression
  • Structured Output can now generate .csv files without quotes

The new Tablelink for Cloud feature helps to simplify cloud migrations, removing the need to rewrite interfaces using web services and APIs. The release also included SFTP support, along with the ability to create comma-separated files that can be transported. e-Invoicing capabilities were also enhanced.

  • Structured Output – CSV Transformation
  • Structured Output – Output to SFTP
  • Structured Output – Output to HTTP POST
  • Tablelink for Cloud – Helper and API
  • Improvements to upgrade Scripts
  • e-Invoicing enhancements (Dutch XML invoice load)
  • Unit4 Financials Idealization Process

Version 14 of Unit4 Financials saw the introduction of a new billing module. Among other enhancements, the 2020 Q3 continuous release saw an extension of these billing features.

  • System users with OpenID Connect
  • Billing – Quantities copied to Finance
  • Billing – Print Preview
  • Structured Output – Message Hub Output
  • Unit4 Extension Kit – Samples
  • Structured Output – GDPdU (local German product)

Having introduced a wide range of new features in the previous quarter, the 2020 Q2 release was focused mostly on routine product maintenance. However, there were a couple of new functions added. These were a scheduled task for reconciliation, along with changes to the Avalara export to accommodate HMRC’s ‘Making Tax Digital’ initiative.

  • Scheduled task for Reconciliation
  • Structured output changes – Avalara XMI export

This was the first release under Unit4’s new quarterly roll-out model (‘Continuous Release’). It introduced a wide range of new features.

  • Schedule Task for hierarchy updates. You can now schedule new tasks for hierarchy updates and asset depreciation
  • Submit orders on auto convert from requisitions
  • Browse Transactions: Raise Corrective Journal
  • Browse Transactions: Copy Document
  • Deep link ‘balance’ drill to browse transactions
  • Schedule Asset Depreciation
  • Element template customisations copied via copy company. Element template customisations are now copied via the ‘copy company’ functionality
  • Billing Copy Document
  • Reconciliation Date & User. The introduction of this feature allows users to do retrospective reconciliation reports. In addition, the same level of functionality available in ‘browse details’ has also been extended to ‘browse transactions’
  • Browse Transactions: Drill to Account Summary
  • Browse Transactions: Edit Comment via related information panel
  • Browse Transactions: Workflow Actions
  • Provisional and Undo Year-End. Learn more about these features here
  • Migrate customisations from test to live
  • Allow change to balances on company master
  • LRN Housekeeping without posting
  • Reference Attachment Hyperlink as Direct Link
  • GDPR for Element history
  • Make use of address categories in Procurement Ordering
  • Add Element Flexi-Fields data to Copy Company
  • Change Pay Period. This is the ability to be able to change the period during a pay proposal
  • Interco control to contain customer/supplier elements

Should you upgrade your Unit4 Financials software in 2022?

Support for Unit4 Financials V13 has already been withdrawn. Support for V14 will expire at the end of 2022. Failure to upgrade before then increases the likelihood of incurring extended support charges from Unit4.

Upgrading enables you to:

  • Access the latest functionality
  • Reduce operational risk and processing costs
  • Continue to access Unit4’s “in support” software maintenance and support package
  • Ensure you are up to date with Unit4’s latest software security package

As an Elite Unit4 Partner, Millennium Consulting specialises in delivering a seamless upgrade, while also ensuring your upgraded solution is fully aligned with organisational requirements.

To explore your options in Unit4 Financials, contact us today