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.

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