What is Unit4 XL?

Unit4 XL previously known as Coda XL is a user-friendly tool that combines the power and control of Unit4 Financials with the familiarity and convenience of Microsoft Excel, enabling you to output, work with, display, share and even input your data, more easily and more reliably. It 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.


Unit4 XL provides: Reporting on a single, secure and current version of the truth: Because 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. It also means entire report pack can be refreshed with the latest figures from the books – at a single click – and easily drill down into further detail.

Straightforward administration and security with useful “Toolkit” components: Additional administrative flexibility and control provide security settings to control which functions each user can access. Enhanced scheduling and distribution with XL Professional.

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.

Easy data entry from within Excel, eliminating the need to rekey or cut & paste: With the simple point-and-click/drag-and-drop tools, you can quickly create re-useable templates that will post transactions straight to the books from your existing spreadsheets, with full Unit4 Financials security and without needing any programming or IT support! Using XL is also an excellent way to securely upload budget and forecast revisions.

Contact us for further details


Want to find out how Unit4 XL can make your data your most valuable  asset?

For further information or to book an online demonstration, please complete the form and a Unit4 Financials consultant will get back to you shortly. Alternatively call us on +44 (0) 845 604 4262