Resources and presentation notes - Unanet Technologies

Unanet Administrator’s Guide
CLIENTCOMM.0019-2.0
After the carryover criteria is populated, choose the List tab. This tab will show the employees
and the number of hours to be transferred. If the employee had more than the maximum allowed
number of hours, the total balance of hours is shown with an asterisks indicating it will be
truncated. This balance is not recorded in the system, so if you do payout for the balance please
record it or print out the resulting screen.
Choose the Transfer option at the bottom to complete the transfer.
EXPENSES
Expense Types
The Unanet system comes with 13 built-in Expense Types (ex. AIR, MILEAGE, LODGING,
etc.). A Unanet Administrator may add additional Expense Types (ex. TAXI, TOLLS,
PARKING, etc.). The Admin – Setup – Expense Types section allows you to modify these
default expense types and add new expense types as needed.
Mileage Rates
The Unanet system has a default expense type labeled “Mileage”. In the Admin – Setup –
Expenses menu, there is an option for Mileage Rates. Here you can set the mileage
reimbursement rate and date range. The system will use this rate when an employee enters an
expense type mileage on an expense report.
To setup the Mileage reimbursement rate, go to Admin – Setup - Expenses – Mileage Rate. Enter
the start date and rate for mileage. The system will look at this table, and based on the date the
expense was incurred, will determine which rate to apply. Save the rate to make it available
immediately.
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