What is Unit4 XL?

An integrated tool that allows users to extract and upload data from within an Excel spreadsheet.

User-friendly tool

Reduces operational risk

Integration with U4F

As a key accounting tool, Microsoft Excel is used throughout most finance departments.

Unit4 XL, previously known as Coda XL, makes it easier for users to interrogate the financial data to prepare ad-hoc reports or to import and export information for typical processes such as monthly reporting packages.

Applies the security

Unit4 XL applies the security and validation settings of your Unit4 Financials application, you only need to create one version of the reports for instant online distribution – safe in the knowledge that each recipient will only be able to see the data for which they have permission.

Reports with real-time data

Provides reporting that harnesses the advantages of spreadsheets but overcomes their usual weaknesses and complexities. It feeds your reports with real-time data and makes them far easier to maintain and share.

Specific reporting

The XL report scheduler and distributor module allows you to schedule Microsoft Excel and XL reports with the option to specify the destination and file type. Reports can be output to a SharePoint site, where alerts can be configured, or to a task in our process control and automation tools.

Contact us for further details


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