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Training

We provide full product training for Unit4 Financials that can be delivered remotely or on-site.

Talk to our experts

Whatever your training needs, from onboarding new employees, maintaining organisational knowledge or upskilling your system administrators, Millennium Consulting will help you get the best out of your Financials investment.

We provide full product training for Unit4 Financials by Coda that can be delivered remotely or on-site.

Delivered by an Elite Commercial Partner and Elite Financial Services Partner, our goal is to provide training specific to the needs of your organisation.

Learn from the world’s most experienced Financials experts

All our training is delivered and devised by our team of Financials experts, many of whom are qualified accountants as well as domain experts. All have real life industry experience drawn from primary industry sectors that typically include banking, insurance, financial services, retail, media, manufacturing, construction, education, pharmaceutical, and government.

Training

The Millennium training programme

Designed to empower users with the skills and knowledge needed to harness the full potential of the Unit4 Financials by Coda software. Our comprehensive approach ensures that you become familiar with the software’s functionality and gain the confidence to operate it effectively.

Here’s how we make it happen:

Personalised training needs analysis:

We work closely with you to conduct a thorough training needs analysis. By understanding your specific requirements, we tailor the training programme to address your target areas effectively

Tailored training programmes:

Our expert team develops training programs; this ensures that the training content aligns perfectly with your organisation’s unique needs, making the learning experience engaging and relevant

Versatile training delivery options:

We offer multiple training delivery options. You can choose from interactive in-person sessions, or training can be delivered virtually

Core Training Content

The Millennium Consulting Unit4 Financials by Coda core training covers a comprehensive range of topics, ensuring you gain a deep understanding of the software. Our training modules include but are not limited to:

  • Entering a purchase invoice
  • Additional item entering a non-matching invoice
  • Matching an invoice to a receipt
  • Handling discrepancies – write-offs
  • Handling discrepancies – request for credit
  • Handling discrepancies – Sundry Charges
  • Accruals
  • Raising a purchase order/raising a requisition
  • Authorising a purchase order
  • Receipting a purchase order
  • Amending a purchase order
  • Enquiring on a purchase order
  • PO split lines
  • Standard journals
  • Reversing journals
  • Recurring journals
  • Cancelling journals
  • Correcting journals
  • Cash receipting
  • Matching
  • Part matching
  • Write-offs
  • Bank/cash posting not related to customers/vendors
  • Asset creation through invoice matching
  • Requisition
  • PO
  • Receipt
  • Invoice match
  • Asset intray and capitalization
  • Deprecation runs
  • Browse assets – asset disposal
  • Browse assets – transfers
  • Work in progress
  • Browse assets
  • Reminder letters
  • Customer statements
  • Interest charges
  • Diary
  • Aged reports
  • General enquiries
  • Browse details
  • Browse balance
  • Account summary
  • Creation of payment run
  • Creating pay file
  • Creating remittances
  • Posting and matching payment document
  • Correcting journals
  • Entering a Sundry Sales Invoice in billing
  • Workflow authorisation
  • Issuing Sundry Sales invoice
  • Posting invoice to Financials
  • Entering time
  • Authorising time
  • Time management
  • Enquiries
  • Using assisted element
  • Element workflow
  • Data input
  • Running reporting
  • Raising a requisition
  • Approving a requisition and converting to PO (buyers only)
  • Workflow approval process
  • Approve / deny / delegate / request info
  • Currency revaluation
  • Allocations
  • Open close periods
Did you know...

We are an Elite Unit4 Partner

We are an Elite Unit4 partner and a leading reseller around the world. That means we have the knowledge and experience to design, implement and support the right Unit4 Financials solution for your business. We also make it easy to extend your system, providing additional applications that allow you to augment and tailor your solution to more closely meet your needs.

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Why choose Millennium?

We have the knowledge and experience needed to design, implement, optimise and support an appropriate solution for your organisation.

Advisory

We provide strategic advice, identifying the systems and processes that would benefit from updating/automation.

Implementation

We deliver end-to-end project solutions, helping you adapt to continuous change to achieve competitive advantage.

Complementary software

Our experienced team can implement additional complementary software to enhance your system.

Ongoing support

We provide individually tailored support either as part of a formal plan or on an ad-hoc basis as required.

Tailored packages to suit your Unit4 Financials by Coda needs

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Contact us for further details

Would you like to learn more about our training programme?

Simply provide us with your information, and one of our Unit4 Financials by Coda experts will be in touch with you.