Unit4 ERP Modules & Capabilities

General Ledger & Financial Transactions5

Posting and batch-processing of general ledger entries, with generated financial statements and payment-plan tracking.

Financial Transactions · Financial Transaction Batch · Financial Statements Batch · Financial Payment Plans

Budget Structuring5

Definition of budget periods, named versions, and per-period volume pricing used to build up a budget.

Budget Periods & Timeframes · Budget Versions · Volume Budgeting Prices · Budget Types (Purchase, Income, HR, Project)

Accounts Receivable9

Customer-side transaction handling including direct-debit mandate lifecycle management and remittance processing.

Customers · Customer Transactions · Direct Debit Mandates Batch · Direct Debit Message Confirmation · Direct Debit Message Cancellation

Budget Entry & Calculation4

Grid-based budget entry with formula-driven calculated fields, plus bulk upload of budget figures from Excel via the Postback function.

Grid-Based Budget Entry · Budget Calculation Fields · Excel Postback Budget Upload

Accounts Payable6

Supplier-side ledger management covering payment recipient records, construction-industry-scheme detail, and incoming invoice capture.

Supplier · Supplier Transactions · Supplier Payment Recipients · Supplier CIS Details · Incoming Invoices

Billing & Subscriptions6

Recurring subscription billing and outbound sales invoicing, with follow-up tracking and margin adjustment.

Subscriptions · Outbound Invoices Follow Up · Sales Invoices · Contribution Margin Adjustments · Customer Payment Recipients

Budget Control & Approval5

Comparison reporting of budget versus actuals, formal workflow approval on budget changes, and proactive consumption alerts.

Budget-to-Actual Comparison · Budget Change Workflow Approval · Proactive Budget Consumption Alerts · Simulation & Comparison Versions

Statutory & Tax Reporting2

Generation of statutory VAT reporting documents from posted financial transactions.

VAT Reporting Document

Employee & Workforce Data6

The core employee record and its assignment to positions, extended with tracked competences and personal contact details.

Employees · Assignments · Employee Competences · Employee Personal Contacts · Positions

Time & Absence Management12

Capture and approval of worked time and absence, with balance tracking so entries flow cleanly into billing and payroll.

Timesheets · Timesheet Lines · Outstanding Timesheets · Timesheet Details Approvals · Absences

Travel & Expense7

End-to-end travel and expense claims, from pre-trip estimate and funds check through to reimbursement.

Travel Requests · Travel Estimates · Travel Expenses · Travel Funds Check · Imported Expense

Payroll Processing8

Calculation and disbursement of payroll runs, including a simulation step ahead of final proposal, payment dispatch, and back-pay handling.

Payroll Proposals · Payroll Simulations · PayrollSessions · Payslips · Payment Dispatch

Compensation & Rates7

Salary structures, review workflow, and formula-driven rate calculation that determine what an employee is paid.

SalaryGroups · Salary Reviews · Rates · Formula · Formula Rate Intervals

Statutory Reporting & Compliance7

Country-specific statutory payroll reporting, exemplified by the Nordic A-melding and Collectum reporting formats.

A-melding PD Codifications · PDs · ReportPDs · Pd Connections · Amelding Reports

HR Case & Task Management6

Self-service handling of HR requests and cases, with cost-distribution logic applied to the underlying transactions.

Cases · My Tasks · My Tasks Actions · Task Management · Cost Distribution

Pension & Employment Lifecycle6

Employment lifecycle events -- hires, leaves, and layoffs -- together with pension administration and validation of employment data quality.

Employments · Employment Amelding · Employment Errors · Leave and Layoffs · Hcm Errors and Warnings

Project Workspace & Navigation4

A dedicated project dashboard consolidating basic project info, the assigned team, and linked documents into one navigation point.

Project Overview Dashboard · Contextual Project Navigation · Project Portfolio

Project Planning & Resourcing3

Staffing and budget/forecast planning for a project, reusing resource cost and income rates defined at the project level.

Project Planning Dashboard · Resource Cost & Income Rate Reuse

Project Billing3

Invoice-related tracking for a project, showing unpaid, paid, and upcoming invoices alongside the project's invoicing rules.

Project Invoice Tracking · Project Invoice Rules & Base

Purchasing & Requisitions8

Creation and routing of purchase requisitions and orders, including internal orders and electronically transmitted purchase orders with supplier order confirmations.

Purchase Orders · Purchasing · Purchase Rules · Purchase Lists · Internal Orders

Supplier & Contract Management6

Grouping and stewardship of supplier relationships, including designated contract responsibles and standardized reason codes.

Supplier Groups · Supplier Invoices · Contact Points · Responsibles · Reason Codes

Invoice Matching & Control6

Three-way matching of incoming supplier invoices against orders and receipts, routed through configurable workflow tasks.

Incoming Invoices · Invoice Control · Incoming Invoices Workflow Tasks · Inboxes · Contract Accounting

Goods Receipt & Fulfilment4

Recording of goods and service receipt against open purchase orders ahead of invoice matching.

Goods Receipt Notes · Service Order Types · Units

Pricing & Product Reference Data6

Reference data governing purchase pricing, discount calculation, and indexed price adjustment.

Purchase Prices · Product Groups Info · Price Indexes · Discount Operands · Value Reference Rates

Information Browser & Analysis6

The central ad hoc query tool, built on Enterprise Documents, that non-technical users can use to build and share enquiries and pivot/chart analyses.

Enterprise Document Query · Drill-Down · Saved Templates & Sharing · Analysis (Pivot, Chart, Gauge) · Conditional Formatting

Balance Tables4

Pre-aggregated reporting tables that combine transaction types like ledger actuals, commitments and budgets for fast comparison reporting.

Multi-Dimensional Balance Definition · Continuous or Periodic Refresh · Balance Drill-Down

Report Engine5

Generation of printable reports and documents in PDF, Excel, and Word formats, including a postback path that turns Excel calculations back into ERP transactions.

PDF/Excel/Word Layouts · Excelerator Postback · Server Process Reporting · E-mail Split & Document Attachment

Timelines4

A single-screen graphical timeline of date-related events -- absences, invoice dates, milestones -- across ERP modules.

Single-View Timeline · Multi-View Timeline · Information Browser as Timeline Source

Sales Order Management4

Entry and mass processing of customer sales orders, including orders for service-type products.

Sales Orders · Mass Sales Orders · Service Order Product

Pricing & Product Catalogue8

Product catalogue and price-list management, including rounding rules and searchable product configuration.

Products · Sales Prices · Sales Price Rounding Rules · Product Groups Info · Product Search Configuration

Billing & Subscriptions6

Recurring subscription billing and outbound sales invoicing, with follow-up tracking and margin adjustment.

Subscriptions · Outbound Invoices Follow Up · Sales Invoices · Contribution Margin Adjustments · Customer Payment Recipients