Resources and presentation notes - Unanet Technologies

Unanet Administrator’s Guide
CLIENTCOMM.0019-2.0
TABLE OF CONTENTS
Unanet Technologies Product Training
INTRODUCTION ....................................................................................................................................................... 3
PERIOD END PROCEDURES .................................................................................................................................. 3
DOWNLOADING PER DIEM FILES .................................................................................................................................... 3
Requesting a Support Id ............................................................................................................................................ 3
Login to Support Site ................................................................................................................................................ 4
Navigate to CONUS and OCONUS Files ................................................................................................................. 5
Import Per Diems into Unanet .................................................................................................................................. 6
POSTING ACCRUALS ....................................................................................................................................................... 7
EXTRACTING TIMESHEETS AND EXPENSE REPORTS ........................................................................................................ 8
ADJUSTING TIMESHEETS................................................................................................................................................. 9
YEAR-END HOLIDAY SETUP ......................................................................................................................................... 12
REMINDERS ............................................................................................................................................................. 13
SCHEDULE .................................................................................................................................................................... 14
Project Alerts .......................................................................................................................................................... 14
EMAIL NOTIFICATIONS ...................................................................................................................................... 14
IMPORT AND EXPORT .......................................................................................................................................... 14
ORGANIZATIONS ................................................................................................................................................... 14
ORGANIZATION TYPES .................................................................................................................................................. 15
APPROVAL GROUPS ............................................................................................................................................. 15
TIME KEEPING ....................................................................................................................................................... 15
BUSINESS WEEK ........................................................................................................................................................... 15
HOLIDAYS .................................................................................................................................................................... 16
ACCRUALS .................................................................................................................................................................... 17
Accrual Plan Setup ................................................................................................................................................. 17
Cap Enforcement .................................................................................................................................................... 18
Exceed ..................................................................................................................................................................... 18
Accrual Carryover .................................................................................................................................................. 18
EXPENSES ................................................................................................................................................................. 20
EXPENSE TYPES ........................................................................................................................................................... 20
MILEAGE RATES ........................................................................................................................................................... 20
PER DIEM RATES .......................................................................................................................................................... 21
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