insights

Unit4 ERP’s IntellAgent functionality is a powerful and flexible tool that enables users to create and maintain notifications, alerts and automations within the system, which improves overall system efficiency. This course is designed for system administrators and super users and covers the creation and maintenance of common IntellAgent types.

The Forms functionality within Unit4 ERP allows you to design and build electronic forms which can be utilised within the system and take advantage of system functionality such as workflow to provide a controlled digital alternative to traditional paper-based forms, such as New Supplier/Customer requests.

Unit4 ERP Flexi Fields allow you to enhance your use of Unit4 ERP by allowing you to create user defined data fields on Attribute Master Records, such as a Supplier or Customer master record.

This course is designed to increase a user’s self-sufficiency in maintaining their own reporting requirements.  Starting with basic Browser building techniques through charts and gauges to publishing the report on the Web Client, attendees will develop essential Unit4 ERP reporting skills.

Following on from the Basic Excelerator reporting course, this advanced course will further enhance your Excelerator reporting skills, with advanced functionality including the use of the Unit4 ERP report engine.

This course is designed as an introduction to the Unit4 ERP Excel add in tool, Excelerator. This course will enable you to directly query your Unit4 ERP system directly from Excel and build comprehensive spreadsheet-based management report packs.

This course, written specifically for the Irish localisation – Planning Development Contributions, covers all aspects of the module, from configuration/set up through to Invoicing, Receipting and Enquiries.

This course, written specifically for the Irish localisation – Loans Module, is designed to provide a comprehensive overview of the module, from Loan setup through to loan extracts and year end reporting.