Project Billing Instructional Guide - Unanet Technologies
Project Billing Instructional Guide - Unanet Technologies
Project Billing Instructional Guide - Unanet Technologies
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Frequently Asked Questions<br />
Q: What roles are required to use the new billing functionality<br />
A: Admin role is required to set up standard data. This is done via the Admin<br />
>> Setup >> Accounting menu. <strong>Billing</strong> Manager Role is required to define<br />
project level data including Fixed Price Schedules, run a Post process,<br />
create invoices, delete or complete invoices. A <strong>Billing</strong> Viewer role allows<br />
users to see billing reports and invoices.<br />
Q: Which <strong>Unanet</strong> license is required to use this functionality<br />
A: The new functionality is only available to customers with either the <strong>Project</strong><br />
Tracking or <strong>Project</strong> Portfolio licenses, i.e. Expense functionality is required<br />
and an equal number of time & expense licenses.<br />
Q: How are adjustments handled<br />
A: Labor adjustments are treated in the same was as other billable hours.<br />
Once locked or extracted they can be posted and will appear on an invoice.<br />
One-time items can be added to invoices as a means to create discounts,<br />
additional fees or other transactions with desired bill or revenue<br />
transactions.<br />
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Copyright © 2011 <strong>Unanet</strong> <strong>Technologies</strong>
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