Page 25 - Unanet AE: Administering the System

Part 2: Apply a Template
1. Navigate to Human Resources > Employees. The Employees applet opens.
2. Type CBA in the Employee Lookup field.
3. Press Enter. The Employees applet populates with the information for cadams.
4. Select Overhead from the Time & Exp. Template drop-down list.
5. Select the Save button.
6. Close the Employees applet.

Expense Codes
Expense Codes allow for the categorization of project expenses which are linked
directly to the Chart of Accounts. They can also trigger project markups and default bill
status. Used in any expense journal, Expense Codes have a direct effect on financial
and project reporting, along with invoicing.

Expense Codes are then assigned to Expense Groups. Then the Expense Group is
assigned to a project. Inside the Expense Group, the Expense Code can be further
defined to meet the demands of each of your project expenses.

Activity 2.5 – Create Expense Codes/Groups
In this activity, you will create Expense Codes and Expense Groups.

Activity Steps

Part 1: Create an Expense Code
1. Navigate to Project Administration > Expense Codes. The Expense Codes
applet opens.
2. Use the information in the table to create the Ground Transportation Expense
Code:
Field Information
Show in Expense Sheet Select
Active Select
Code Ground Transportation

Name Ground Transportation
Exp. Code Type Other Direct Charge
Exp. Markup Type Markup
Markup 1.0
Unit Rate 0.00

Lesson 2: Setting Up Time and Expense ©2022 Unanet. All rights reserved. 25