Project Billing Instructional Guide - Unanet Technologies

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Post Process - Feedback Once the post is run, the Billing Manager will see feedback written to the screen that will indicate the projects, and status of each project, included in the post. Should any unexpected issues be encountered, additional details will be written to the screen for the effected project. Note that any project that encounters an error during the Post, would result in no items being posted. Other projects within that same run that did not encounter an issue would have their data posted. Unpost The Unpost screen is used by a Billing Manager to undo a previous Post for one or many projects. Unposting a previous Post will permanently erase any evidence of a particular Post. When running an Unpost, there is no audit trail showing that the original Post occurred nor will there be any audit trail that an Unpost occurred. Once the Unpost is run, the Billing Manager will see feedback written to the screen that will indicate the projects and status of each project included in the Unpost. Should any unexpected issues be encountered, additional details will be written to the screen for the effected project. Page 28 of 48 Copyright © 2011 Unanet Technologies
Add Invoice The Add Invoices screen is used by a Billing Manager to generate invoices for one or many projects. Once an invoice has been created, it can be further modified or removed via the List Invoices screens. Note that a project can only have one draft invoice in existence at any one time. To invoice items posted after a draft invoice has been created, you can either delete the draft invoice then recreate a new draft invoice (which would pick up all eligible items) or complete the existing draft invoice and then create a new invoice (to pickup just the newly posted items). The Through Date selection criteria can be used to narrow down the time frame for which details will be included in the output. In this control you have the option of specifying: Through Date -- You can specify a Through Date by either typing in the date directly or using the calendar control. Specifying this option will result in all eligible posted / un-invoiced details up to and including the Through Date to be included in the draft invoices. Page 29 of 48 Copyright © 2011 Unanet Technologies
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 and 24: Pre-Billed Labor: All qualifying
Page 25 and 26: All qualifying fixed-price percent
Page 27: 2. A recognized revenue journal ent
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

Project Billing Instructional Guide - Unanet Technologies

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