Project Billing Instructional Guide - Unanet Technologies

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3. Must not be for an ADVANCE or CASH-RETURN expense 4. Must be billable — charged to a billable project type 5. Must be charged at the project level and the project has a billing type of T&M, or must be charged to a task that has a billing type of T&M or that defaults to a billing type of T&M 6. Must have a comparison date
All qualifying fixed-price percent complete revenue will be posted. If the associated fixed-price item has never been posted, it will be marked as posted. Qualifying fixed-price percent complete revenue items must meet the following conditions: 1. Must be using percent complete revenue recognition 2. Currently postable revenue must be non-zero, where currently postable revenue = sum of previously posted revenue - (current percent complete * fixed-price item bill amount) Budget data used to determine percent complete for the fixedprice item's associated project or task is obtained in the following manner: 1. If project/task has a budget snapshot active as of this post's actuals through date, the budget snapshot will be used 2. If no budget snapshot is active as of this post's actuals through date, the project or task's budget data will be used. Percent complete for the fixed-price item's associated project or task is obtained in the following manner: 1. If project/task budget data has an entered percent complete, the entered value will be used 2. If project/task budget data has NO entered percent complete, the percent complete will be estimated using the percent complete estimation rule defined on the project and labor and expense actuals associated with the project/task as follows: Time Actuals: 1. Must be charged to the project/task associated with the fixed-price item. 2. Must be from a LOCKED or EXTRACTED timesheet 3. Must NOT be a pending adjustment 4. Must have a comparison date
Page 1 and 2: Project Billing in Unanet Version 9
Page 3 and 4: Overview of this document Since inc
Page 5 and 6: 5. Define pre-bill labor amounts on
Page 7 and 8: The Post process will use this data
Page 9 and 10: Admin >> Setup >> Accounting >> Inv
Page 11 and 12: Project Billing Set up For each pro
Page 13 and 14: If adding a single item, the follow
Page 15 and 16: associate the Fixed Price item with
Page 17 and 18: Pre-Bill Labor The final option on
Page 19 and 20: Post A familiar Unanet Search scree
Page 21 and 22: Labor: All qualifying labor for t
Page 23: Pre-Billed Labor: All qualifying
Page 27 and 28: 2. A recognized revenue journal ent
Page 29 and 30: Add Invoice The Add Invoices screen
Page 31 and 32: List Invoice The List Invoices scre
Page 33 and 34: Reporting The various Project Accou
Page 35 and 36: Invoice Details - this report provi
Page 37 and 38: New Summary Reports: Billing & Reve
Page 39 and 40: Exports Three new exports are provi
Page 41 and 42: Page 41 of 48 Copyright © 2011 Una
Page 43 and 44: Page 43 of 48 Copyright © 2011 Una
Page 45 and 46: Glossary for Project Billing Item D
Page 47 and 48: Frequently Asked Questions Q: What

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