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Free UniFi Training

Get empowered to make the most of UniFi

We are passionate about training and empowering our users.

We want to provide you with the ability to make use of all features and capabilities of UniFi to help your organisation work more efficiently and save time and money.

We offer free bi-weekly training for all subscribers of UniFi. Our training is held on Wednesdays for 2 hours from 09:00 to 11:00 (UK time) each series runs for 3-6 months and covers the following:

  • 1. Getting Started
  • Navigation – A quick overview of all UniFi features
  • Foundation Apps – What they are and how you can use them
  • 2. Creating Apps
  • Quick overview of the App creation process and admin
  • Building your Form:
  • Building your simple Process:
  • Explanation of each of the Field Types and their relevance to Apps
  • Forms, sections and tables configuration and management
  • How to configure Fields :
    1. Field Properties
    2. Advanced Properties
    3. Visibility
    4. Rules
    5. Security
    6. Simple Formulas
  • Overview of the Process Editor
  • Explanation of each of the Simple Process Activities:
    1. Start
    2. Assignment
    3. Completed
  • Editing Process Activities to achieve the desired workflow
  • Testing, finalising and publishing your App
  • 3. Reference Data
  • Creating and managing Reference Data
  • Using Reference Data in your Apps
  • 4. Reporting across your apps
  • Tasks, Drafts, Other items
  • Advanced Filtering
  • Detailed training for Quick Reports
  • 5. Management of your Apps
  • Editing, Duplicating, Deleting, Updating and Restoring Apps
  • Creating Help Files for your Apps for end users
  • Email Templates
  • 6. Systems Admin configurations
  • User Management
  • Roles and Permissions
  • Team Management
  • Organisations & Divisions
  • 7. Creating Advanced Apps
  • Configuring Process Editor
  • GetCurrentRecord
  • If/Else
  • Fork
  • Adding Advanced Process Steps to the Form
  • Overview of the available Formulas that can be used in Form Fields to provide advanced automation
  • 8. Data Connectors – Middleware and Integration platform for all your system
  • Connecting to other systems overview
  • Creating a drop-down field in UniFi looking at data held in other systems
  • Accounting Automation – Sending automated accounting transactions from UniFi to other accounting systems
  • 9. Business Intelligence
  • Creating and managing dashboards
  • Creating and managing reports
  • Data Sources – Connecting BI to other systems

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Emma is a Business Development Manager at FinanSys with a strong background in accounting. She holds the AAT qualification and is part-qualified as a Chartered Accountant with ICAEW. Previously, Emma served as Finance Manager, where she oversaw all financial operations and successfully implemented a new financial management system. With 7 years of experience, Emma prides herself in identifying challenges faced by finance teams and delivering effective solutions, leveraging her expertise in accounting and financial systems.

Glyn is the Business Development Director at UniFi. Qualified as both a barrister and a chartered accountant, he has dedicated his career to merging these disciplines to drive impactful results. Since entering the IT industry in 1998, he has held diverse roles ranging from back-office accounting to frontline sales, culminating in leadership positions where experience has honed his strategic vision.

His leadership philosophy focuses on nurturing and empowering teams, fostering an environment where they not only achieve exceptional growth but also enjoy the journey together.

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