Unit4 Tips

On the same spreadsheet you have your week organized also have your goals set out.  For example, if you need to deal with a ticketing system perhaps you have been given a number of tickets to resolve per day/week or you can make your own goal for how many tickets you want to resolve, open, etc. See example below: In this example, the first line shows my personal goal per day of tickets I have resolved. Second line shows how many I achieved for that day. At the end will show the sum for each line. This will help you keep track of your performance and give you extra information for when you have to do your performance review with your line manager.

 If you like your Back Office to be shown by module follow the steps below to change its view: Click on File from the top menu then Options From Menu Style drop down menu choose Module Based:

Something that has really helped me in my work is to organize my priories for the week in a spreadsheet. I divide it by hour, to remember what should I be mainly focusing on that time. See below an example: At the end of each week I check what I accomplished, what I priorities had to be postponed, and what will be the next week priorities and goals, both personal and the team's goal.

On the same screen you would add a file you can also remove/delete it. On the document screen menu option click on the Actions drop-down menu after selecting the file you wish to remove: Then click Delete :

If you are after specific information about payments made or not to a customer follow the steps below. On your Financials module go to Accounts Receivable, then open the Enquiries folder and click on "Open and Historical Items per Customer". Make sure you insert the relevant information, below we've selected the CustID, but it could be the customer name, etc. If you leave the T column with a B it will only show you outstanding payments.  You can remove it and see all transactions to that customer and you can also filter by the other columns.

You might need this information for different reasons, one of them could be when you are closing or parking some users accounts which are not being in use anymore. To check when was the last time they've used their Unit4 account follow the steps below: Go to Settings - Then System Administration - System Access Log. (Screenshot 1) Double click on it and insert the res ID for the user field.  (Screenshot 2)