CODA XL - Key features

CODA XL combines the power and control of CODA solutions with the familiarity and convenience of Excel – saving time and reducing costs by simplifying the output, manipulation, display, sharing and even input of your CODA Financials data.

Originally launched as a revolutionary reporting tool, CODA XL now has even more tools and functions to provide powerful, secure, two-way integration between CODA products and Microsoft® Excel.

It gives you:

  • 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 reuseable templates that will post transactions straight to the books from your existing spreadsheets, with full CODA security and without needing any programming or IT support!
  • The simplest way to report on a single, secure and current version of the truth.
    With full CODA security and validation 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 already have permission in Financials. It also means that you can refresh an entire report pack with the latest figures from the books – at a single click.
  • Straightforward administration and scheduling with useful “Toolkit” components.
    Additional administrative flexibility and control have been built in as standard, including security settings to control which functions within the product each user is allowed to access.
  • Enhanced scheduling and distribution with CODA XL Professional.
    If you opt for XL Professional, you gain our powerful Report Scheduler and Distributor module. Amongst its features are the abilities to schedule Microsoft® Excel and XL reports and 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 CODA Manager application. It also makes Manager task status modification available from within XL.

Further information

This website covers UNIT4 in the UK. To discover more about the full range of ways that we can help your organisation, please:

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