Unit4 Financials Tasks

NOTE: To enable this application your employer must have Unit4 Financials by Coda.

With the Unit4 Financials Tasks app, you have all your tasks right at your fingertips. If you are constantly on the move, then Financials Tasks is the optimal solution for handling your daily financial tasks in a more efficient and easy way.

Unit4 Financials Tasks is an intuitive and simple app that lets you view, manage, and respond to your financial tasks in real-time so that tasks are routed on to the next stage within your business process.

Use the Unit4 Financial Tasks app to:

• Stay organized with real-time sync of tasks
• Approve, forward or reject tasks along with other user defined actions
• Ensure passcode protection
• GL analysis edit for invoices is now possible: account, custom fields 1-7, tax system can now be edited, validated, and saved • Search available values for each field • Update fields and values based on current selection • Save changes when the task is processed

We would love to hear from you. Please contact Unit4 Customer Support with any questions or ideas. We’re here to help.