CODA Financials - Word integration

Microsoft® Word integration – easy creation and output of standard documents

UNIT4’s technology partnership with Microsoft enables you to maximise the return on both your investment in CODA solutions and the Microsoft technologies and skills that you already have across your organisation.

As well as recent solutions such as our CODA XL and CODA Planning tools, there are new tools for CODA Financials users to output data for a range of day-to-day documents into Microsoft® Word. These include reminder letters, remittance advices, payment listings and customer statements.

These tools make use of the SmartDocuments feature in the Professional edition of Microsoft® Office 2003. They enable users to select data from the CODA database and incorporate it into Microsoft® Word templates for the purposes of remittance advice notes, payment listings, reminder letters and customer statements. It comes with some ready-made sample templates that can be quickly customised for your organisation and users are also able to create their own templates in the style and format of their choice. Once created, the documents can then be saved, printed or e-mailed directly to the recipient.

Microsoft® Word integration makes producing these types of standard document:

• fast – the tools are simple to install and easy to use
• straightforward – in particular, payment listings can be produced far more easily
• cost-effective – using familiar Microsoft applications instead of needing additional report-writing tools
• flexible – predefined templates can be amended to suit customers’ needs
• secure – data in Financials is made even more accessible, whilst maintaining full security.

Read more about CODA Financials - Neon/V11