Meeting Presentation - Unanet Technologies

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Project Billing Setup At Project Level, Billing Manager Role specifiesAccounts to use for project Billed & Unbilled, Deferred & Recognized Revenue, TaxFixed Price SchedulesInvoice Details Format Number Format Payment Terms Bill To & Remit To Contacts Other Information– Optional Header– Description Text (appears at top of invoice body)– Memo Text (appears at foot of invoice body)Any Pre-Bill Items (earned through posted labor)Copyright © 2012 Unanet Technologies 14
Project Billing SetupAccountsCopyright © 2012 Unanet Technologies 15
Page 1 and 2: Unanet Billing, Invoicing & Revenue
Page 3 and 4: Billing, Invoicing & RevenueRecogni
Page 5 and 6: Unanet Admin role defines:AccountsB
Page 7 and 8: Admin SetupBilling Post OptionsCopy
Page 9 and 10: T&M/Fixed PriceInvoice Format Optio
Page 11 and 12: Admin SetupInvoice Number FormatsCo
Page 13: Admin SetupStandard Payment Terms
Page 17 and 18: Add Custom RevenueRecognition Sched
Page 19 and 20: Post Process In UnanetBilling & Rev
Page 21 and 22: View & Confirm DetailsPrior to Post
Page 23 and 24: Summary Reportingon Bill & Revenue
Page 25 and 26: Project Revenue Detail
Page 27 and 28: Invoice Creation Confirm
Page 29 and 30: Draft Invoice List Clicking Pencil
Page 31 and 32: Invoice Defer Options - Labor
Page 33 and 34: Invoice Completion (& Reversal) Onc
Page 35 and 36: Invoice Detail Report Invoice Statu
Page 37 and 38: Invoice Status Report
Page 39 and 40: Fixed Price Detail Report39
Page 41 and 42: Journal Summary Report
Page 43 and 44: Billing - Specific Resources V9.5 H

Meeting Presentation - Unanet Technologies

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