Systems

Page updated: 23/11/2023

The Systems section are responsible for the administration of the Unit4 ERP Financial Management System (previously known as Agresso).

• Setup and amendment of Unit4 ERP system users
• Training for Unit4 ERP enquiries
• Creation and administration of workflows for ordering, payments and timesheet approvals
• Chart of Accounts maintenance
• Journal, budget and virement uploads
• Creation and maintenance of reports for users
• Property & Design Charging Statements
• Client Safekeeping statements
• All system administration & development
• Central point for all Unit4 ERP FMS system enquiries

 

Resources

Below are some resources that will assist Unit4 users. If you are unable to find what you require, contact us using the contact details below.   

 

Unit4 ERP Introductory Guide  Financial Periods 2024/25    UNIT4 ERP User FormCode Creation Form (ACCOUNTANCY ONLY)     Accessing Training VideosUNIT4 ERP

 

            

UNIT4 Training

Training on the Unit4 system can be provided upon request via teams or in person.

Requests can be made via e-mail to the Systems Team, where you can then specify the areas that you would like to be given training on.

There are simple training videos available to be viewed at your convenience. The following videos are now available on the Learning@Wales site;

  • Introduction to the system
  • Reports - Introduction
  • Reports - Copying results to Excel
  • Outstanding Commitment Reports

 

If you experience difficulties logging in to the Learning@Wales site, please contact the Learning and Development team directly.

 

Frequently Asked Questions

Frequently Asked Questions

Frequently asked questions about the council's Financial Management System - Unit4 ERP.