Project Billing Instructional Guide - Unanet Technologies

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The invoice configuration screen provides a visual preview of how the invoice layout will look with various options enabled. The example shows a configuration screen for a Standard invoice format. Page 8 of 48 Copyright © 2011 Unanet Technologies
Admin >> Setup >> Accounting >> Invoice Number Formats Administrators can create and maintain different invoice numbering schemes that will be available for use by projects. Multiple invoice number formats can be created. Billing Managers will select a specific invoice numbering scheme when setting up project billing information on a project by project basis. Unanet invoice numbers are guaranteed to be unique but they will not necessarily be sequential without gaps. If you delete a draft invoice, that invoice number will not be reused. Common usage may be to have a single invoice number format for all projects, or to have specific formats for specific customers or your internal organizations. If a specific invoice number format is used with multiple projects, the invoice number uniqueness will be preserved across those projects and not within each project. Not that as the format is changed, the Preview shows the new format. Admin >> Setup >> One-Time Charge Types Administrators use the One-Time Charge Types setup screen to create and maintain the set of One-Time Charge Types that will be available for use when a Billing Manager is creating an invoice and would like to add additional onetime items, to represent items such as discounts or additional fees not defined in the project data. The Billing Manager can provide a description for each item added to an invoice, but must select one of these Charge Types when making that entry. Billing Managers can add one-time items when editing an existing draft invoice (accessible via the Billing >> List Invoices screen) or when initially creating a draft invoice (via the Billing >> Add Invoices screen). Page 9 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: The Post process will use this data
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 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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