Unit4 Financials by Coda 2026Q1 was made available on 10^th March 2026.

Highlights of the 2026Q1 release include:

Administration:

Trusted Certificates Master

A new Trusted Certificates Master has been added to store and manage public trusted certificate files. These certificates can subsequently be used by various protocols such as HTTPS, IPPS, or SFTP to establish trust for external servers. The Trusted Certificate Master will be used by the protocols described in a later release.

Unique index column updated to not-nullable – com_extconfig

The column itemname in the com_extconfig table has been updated to not-nullable to allow primary keys to be added for database table replication purposes.

Generic Browse Master

The user can now specify a Printing Options Master on the General tab of the Generic Browse Master.

Finance:

Reminder Letters

The Print or Transmit process for reminder letters can now access the Printing Options Master on the Generic Browse master.

This will allow the reminder letter filename to be set to the value specified on the Printing Options Master.

Pay/Collect Master

The Printing process now displays the default Printing Options Master which is held on Printing tab of the Pay/Collect Master for Remittance output.

Structured Output:

UBL 2.1 Invoice Transformation and UBL 2.1 Credit Note Transformation

The ability to add multiple notes for the EN16931 schema for France (BG-1) vocabulary has been added to the Invoice and Credit Note Transformations. The vocabulary is available on the EN16931 Schema and is configured on the Manipulation Master.

Electronic Invoicing:

Posting to Companies with Balancing Elements

You can now post invoices and credit notes to a company using balancing elements, while using the VAT number to identify the company and balancing element level 1.

Identifying the Company Using EndpointID

The AccountingCustomerParty/Party/EndpointID element in the UBL is now supported as a company identifier for posting invoices and credit notes.

Console:

Authentication

A new read-only field Financials web application URL has been added to the Authentication configuration. The value of this field is configured in the Configuration tab and is displayed here for reference only.

Miscellaneous:

Attachment Deletion

Improvements have been made to how attachments are deleted. The system start up runs a background process that periodically polls to identify and remove any attachments that need deleting.

Software Media Changes

Changes have been made to how software media is delivered for on-premise customers. Instead of a single ISO containing the software and documentation this has been split to make downloads more efficient and gives you flexibility to access only the content you need.

Technical:

Deprecated features:

Implicit Flow

The ‘Implicit’ flow authentication method has been deprecated and will be removed in a future release. The final release has not been determined. We recommend that the ‘Authorization Code with PKCE’ flow is used instead when configuring a system to use OpenID Connect authentication.

.NET router

The .NET router has been deprecated. The final release has not been determined.

The Integration Toolkit Command Centre module

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.

JavaScript User Extension Implementation Support

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.

Coda Encrypter

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 Password hashing algorithm has been updated to comply with Cloud Computing Compliance Criteria Catalog (C5) requirements
• The version of the Unit4 Message Hub Bridge has been updated to fix vulnerabilities.
• User-supplied PDF attachments are rejected if JavaScript actions are found in the PDF.
• The XMLi Java Router no longer accepts XML that makes use of external entities.

General Fixes/Updates:

• An issue copying and pasting items within Print Formatter has now been resolved.
• Background Financials tasks now use a keep alive setting to prevent failure of long running tasks.
• The Capability Master selection of available Message Transport Masters on the Alerts tab has been optimised, improving performance and preventing failures.
• The credit lines on the Financials document are now referenced on the Asset transaction when depreciating, instead of the debit lines. This was a problem when depreciating multiple periods and having “Post all asset transactions to this period” set.
• A timestamp error no longer occurs when sending recurring documents with attachments to Workflow.
• A special character ‘?’ can now be entered when adding a document comment using Diary and Browse Transactions.
• The pay write process now correctly handles EncodeForXMLOutput, which no longer applies to a literal value from a conditional element.
• Invoices with attachments that go into matching and have a discrepancy raised against them, which is greater than the document threshold, are now successfully sent to workflow for authorisation.
• Electronic Invoicing now supports Finance Document masters which use Automatic-by-period numbering.
• The parsing of XML inputs has been improved. Greater attention is now paid to namespace declarations. This resolves intermittent issues including errors creating requisitions and errors invoking the Tax service public API.
• When using OpenID Connect authentication, SOAP API calls will use the default user if that user is also mapped to special users (INSTALL, LEVEL8, LEVEL8SUB). This change also applies when using the Mobile Apps for workflow authorisations.
• REST API calls can now be executed by users with passwords containing non-ASCII characters.
• SOAP API calls can now be executed by users with passwords containing non-ASCII characters.
• REST API calls can now retrieve masters with codes that contain special characters such as { } and ( ).
• When using the Element Master XMLi API, the Get, Update and Set operations will now return all the mandatory fields in the response if an error occurs.

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.

Unit4 Financials by Coda 2025Q4 was made available on 2 December 2025.

Highlights of the 2025Q4 release include:

Finance:

Pay/Collect Master

The user can now specify a Printing Options Master on the Printing tab of the Pay/Collect Master for Remittance output.

The Remittance filename will be set to the value specified on the Printing Options Master. If no Printing Options Master is specified, or the master has no filename, the existing naming functionality is applied.

Interest Charges

You now have the ability to define a minimum charge value on the Interest Master.

The minimum charge on the Interest Master is applied when an interest proposal is generated. If a minimum charge is present, then no summary will be generated if the home currency charge is less than the minimum charge value.

Element Master

On the Electronic Invoicing tab, the balancing element level account mappings are now hidden. When the Company balancing element level is set to 1, Element 1 in the account mapping is not accessible. When the Company balancing element level is set to 2, Element 1 and Element 2 in the account mapping are not accessible.

Pay

For Pay Write when sending a Pay file via HTTP POST, the file name generated will be sent as the ‘X-U4F-Filename’ header.

Structured Output:

Run Process

A Structured Output process can now be run via the public API.

Technical:

Deprecated features:

Implicit Flow

The ‘Implicit’ flow authentication method has been deprecated and will be removed in a future release. The final release has not been determined. We recommend that the ‘Authorization Code with PKCE’ flow is used instead when configuring a system to use OpenID Connect authentication.

.NET router

The .NET router has been deprecated. The final release has not been determined.

The Integration Toolkit Command Centre module

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.

JavaScript User Extension Implementation Support

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.

Coda Encrypter

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

• Encryption improvements have been applied to the Punchout password when using the Element Master API.
• The third-party libraries commons-compress and commons-lang3 have been updated to improve security. This addresses CVE-2025-48924.
• The third-party libraries nimbus-jose-jwt have been updated to improve security. This addresses CVE-2025-53864.
• A potential security issue in a service used by Customiser has been fixed.
• CSV export has been improved to prevent Formula Injection. Fields exported in a CSV which start with ‘=’ (which identifies a formula) are now pre-fixed with a single quote.
• Downloading desktop clients via a direct access URL is now only available when the necessary functional security permissions are enabled.

General Fixes/Updates:

• The data dictionary now lists all possible log types for table com_loghead.
• The Unit4 Table Link Transfer Client now processes the oas_linkelement and oas_linkhead tables last and marks the records as transferred after all records have been successfully transferred for a table.
• The Unit4 Table Link Transfer Client parameter ‘Batchsize’ now has a default value of 10000.
• Interaction with the OpenID Connect identity provider has been improved.
• An issue in the write stage of a payment run that resulted in the bank rejecting the file has now been resolved. This was related to XML output encoding and Unicode conversion handling a special character for example &.
• Reminder letters sent via FTP/SFTP now appends a date and timestamp to the file name to make it unique.
• An issue where changes to matched invoices in Invoice Maintenance failed to post to Finance when involving deferred or partially recoverable tax has been resolved. The system now correctly processes and posts these updates.
• Structured Output no longer creates zero size, zero content files when outputting to the repository or SFTP.
• The following changes have been made to the IV3 transformation in Structured Output :-
• The ‘Metadata Periode’ now allows 0 and 5 to selected as stated by the CBS matrix
• The data view column is no longer mandatory
• The missing ‘Ultimo’ figures have been added to the JSON output file
• The Generic Browse API is no longer restricted by the browse limit configured in the application (capability/console). An optional parameter, rowLimit, is now available to limit the rows returned by the API. If this is not specified or is set to 0 then no limit is applied.
• The ‘/finance/currency/currency/get-rates/{cmpCode}/{rateDate}’ Rest API Endpoint no longer returns an index out of bounds error.
• The ‘/finance/pay/pay/get-dtt/{cmpCode}/{userCode}/{proposalCode}/{payMasterCode}’ Rest API Endpoint no longer returns an index out of bounds error.
• The ‘/finance/browsedetails/browsedetails/get-line/{cmpCode}/{code}/{number}/{lineNumber}’ Rest API Endpoint no longer returns an index out of bounds error.

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.

Unit4 Financials by Coda 2025Q3 was made available on 9 September 2025.

Highlights of the 2025Q3 release include:

Administration:

Message Transport Implementation

Unit4 SaaS customers are now able to integrate with Unit4 Mail Server by using the Unit4 Mail Server User Extension.

Finance:

Company Master

Balancing Elements can now be specified for a company identifier on the Company master for use in Electronic Invoicing.

Intray Management

Intray Management now limits the rows returned. The limit is applied to both ‘Intray Management – Select’ result and ‘Explode Document’.

Pay/Collect Print

The user can now select a Printing Options Master as a runtime parameter on the print screen within Pay/Collect for Remittance output.

The file name on the Printing Options Master can be static or it can be created from the list of vocabularies available on the Print Format dataview.

Structured Output:

IV3

A new transformation type, called ‘IV3 Transformation’ is available. This will output an IV3 report in JSON format.

This is a requirement for public sector customers in the Netherlands, who will need to submit their IV3 report to the Dutch Statistical Office (CBS) in JSON format.

Fixed Text

A new transformation type is available, called ‘Fixed Text Transformation’, this will output data in a fixed text format.

Electronic Invoicing:

Posting to Companies with Balancing Elements

For companies using balancing element, the account codes for electronic invoices and credit notes use the balancing element or elements from the company master Electronic Invoicing Company Identifiers list.

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

• Automated assistance in filling out form field values (autocomplete) is now disabled by default.
• The configuration setting com.coda.esi.core.autocomplete can be used to enable it.
• Management of user passwords on the Message Transport master has been improved.
• The third-party libraries poi and poi-ooxml have been updated to improve security. This addresses CVE-2025-31672.
• Third party library launch4j has been updated to version 3.50 this allows Command Line Utilities provided as windows executables to find the version of Java using PATH as the primary search.

General Fixes/Updates:

• A more informative error message is now returned to the user, when updating flexi-field master tables which are replicated. The error message now informs the user that they do not have permissions to update the table because it is replicated, and they should contact their system administrator.
• Flexi-field data is no longer removed when the exchange rate is modified on documents posted to the Intray.
• The correct selection criteria are now used when printing customer statements via a scheduled task.
• The CSV transformation in Structured Output no longer reports an error when no data is returned, the process now completes successfully. The log confirms 0 rows written and extracted.
• Application header text now treats all characters as ‘text’ to prevent unexpected behaviour.
• The finance/elementmaster/elementfinder REST API Endpoint no longer returns a SERVICE_UNAVAILABLE error.
• The finance/elementmaster/trader REST API Endpoint no longer returns a SERVICE_UNAVAILABLE error

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.

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.

Unit4 Financials by Coda 2025Q1 was made available on 11th March 2025.

Highlights of the 2025Q1 release include:

Administration:

Tasks

The Table Link Document Housekeeping task has been enhanced to include:

• a ‘User-defined status’ option, enabling the removal of non-system statuses.
• a ‘Document Date’ range, enabling the deletion of data within a specified date range.

Finance:

Undo Matching

Undo Matching now uses the browse limit on the user capability and the browse limit set on the Financials console when selecting data.

The transaction limit applied is the lower of the two settings. If this limit is exceeded no data is returned and the user is requested to select less data.

Company Master

You can now specify the default posting destination (Finance or Invoice Matching) and the Invoice Matching posting settings (Input Template Master and Mapping Master for invoices and credit notes) on the Company Master for use in Electronic Invoicing.

Element Master

You can now specify the posting destination (Company Master, Finance, or Invoice Matching) and the Invoice Matching posting settings (Input Template Master and Mapping Master for invoices and credit notes) on the Element Master for use in Electronic Invoicing.

Copy Company

External copy company has been changed to remove a stored procedure which was used when copying element masters. This change has been made to improve the upgrade process.

Electronic Invoicing:

API

The Electronic Invoicing REST resource is now available to allow authorized users to submit a UBL Invoice or Credit Note to Invoice Matching using input type Header and Tax entry types ‘Total only’, ‘By tax code’ and ‘By tax code with turnover’.

Mapping Master

A new Invoice Matching tab has been added to Mapping Master to define how additional data in the UBL is mapped to the transaction to be created in Invoice Matching.

Invoice Maintenance

The Invoice Maintenance screen has been enhanced to include more detail on failed submissions and to allow the rows to be sorted.

Public API:

REST API

The navigation and performance of the REST API documentation has been improved.

The REST API definition has been improved to better represent enumerated types. The API now indicates the set of valid values for enumeration types.

Miscellaneous

Message Transport Master

It is now possible to use Microsoft Graph API when sending emails.

File Encryption (PGP)

PGP encryption is now available using HTTP POST to send files to Extension Kit. A sample Extension Kit Flow (file_encryption_pgp.json) has been created to demonstrate this process and is available on the .iso and also via Community4U.

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.

Removed features:

32-bit XL has been removed. Please use the 64-bit XL. As a result, there is a new version of XL. Functionally it is the same as the 2024Q4 release of XL.

Therefore, there is no requirement to update to this version.

Security Updates

• Third party libraries Apache HttpClient and Java Native Access have been updated to improve security.
• A third-party library, Netty, used in the Unit4 Message Hub integration has been updated to improve security.

General Fixes/Updates:

• An issue in Billing when posting documents with analysis line flexi-fields to Finance has now been resolved.
  • The ‘Exclude zero lines on posting’ setting is now ignored if the Billing document has analysis line level flexi-fields.
• In certain circumstances Undo Year End would fail to complete. This has been corrected
• Print Customer Statements performance has been improved.
  • Property com.coda.finance.app.customerStatementSelectionSize is now documented in the Configuration Settings Guide.
• Customer statements sent via FTP/SFTP now appends a date and timestamp to the file name to make it unique.
• The Electronic Invoicing endpoint now authenticates when using OpenID Connect and Authorization Code Flow with PKCE is configured as the web application flow.
• An error which prevented the Audit Trail configuration tool from starting has been corrected.
• An issue relating to the customisation of standard forms such as element master (finance/elmmasmain.frm) has now been resolved.
• The system will now recover from transient external failures, such as a DNS outage, rather than require a restart.

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.

Unit4 Financials by Coda 2024Q4 was made available on 3^rd December 2024.

The new release contains all the previous Unit4 Financials by Coda functionality, new features, security updates, and customer-identified fixes to extend the best-in-class software solution. Unit4 has addressed many customer-reported issues and hence always encourages customers to upgrade to the latest release.

Highlights of the 2024Q4 release include:

Administration:

Hyperlink on Print Formats

It is now possible to have a hyperlink on a print format.

Finance:

Element Master

The Credit note document and Mapping master can now be specified on a Supplier element for use in Electronic Invoicing.

Company Master

The Credit note document and Mapping master can now be specified on the Company for use in Electronic Invoicing.

Electronic Invoicing:

API

The Electronic Invoicing REST resource is now available to allow authorized users to submit a UBL Invoice or Credit Note to Unit4 Financials by Coda.

Invoice Maintenance

The document type is now displayed in the Invoice Maintenance grid.

It is now possible to delete rows from within Invoice Maintenance.

Public API:

REST API

A new suite of REST API functions is now available.

The REST API follows the same business structure as the XMLi and SOAP API options, so each functional operation available in those integration methods is also available in the REST API.

Technical:

Security Updates

A vulnerability in the ExtJS user interface library has been resolved.

HTTP security headers (Cross-Origin-Resource-Policy and Permissions-Policy) have been added to the WildFly setup scripts as default.

A third-party library, Apache XML Graphics FOP, used in the printing functionality has been updated to improve security.

Deprecated features:
The .NET router has been deprecated. The final release has not been determined.

32-bit XL is deprecated and will be removed in the 2025Q1 Release. We recommend the use of 64-bit XL.

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.

General Fixes/Updates:

• It is no longer possible to delete the user master which is registered as the system user in Application Parameters.
• Table Link Document Housekeeping now deletes the flexi field data when the table naming does not match the flexi field master code.
• Print Formatter Print functionality has been corrected.
• The Document approver field is now populated in Browse Details when this field is set on the presenter.
• Microsoft SQL Server Hint Masters now work correctly when selecting data for the Pay/Collect process.
• Where Intray modification is prevented, the user can now auto-post from Intray to Books for manual tax and Intercompany documents.
• In Finance Input the ‘Resolve‘ button will also be triggered on leaving the field if the value in the field has not been modified.
• Shared master audit no longer shows errors for Electronic Invoicing account mappings on recently created element masters.
• When confirming reminder letters using webservices the GetProgress service now returns the appropriate response
• Reporting Codes and Element Status are now correctly displayed in Browse Balances when the description is more than 20 characters. A serious error no longer occurs.
• The selector operator ‘Is blank‘ is now available in XL when using Generic Browse.
• Property com.coda.common.app.attachment.http.checkRemote is now documented in the Configuration Settings Guide.
• The Strict-Transport-Security HTTP header is now correctly set. This fix particularly affects users of WebSphere where later fix packs now perform validation of HTTP header names.
• Memory usage when exporting data to Microsoft Excel has been reduce, e.g., exporting data from Browse Details.

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.

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 2024 Release 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.