Page 26 - Unanet AE: Administering the System

Bill Status Ready to bill
Direct Cost 5540

Overhead 7180
Direct Bill Revenue 4200
3. Select the Save button.
4. Close the Expense Codes applet.

Part 2: Create Expense Groups
1. Navigate to Project Administration > Expense Groups. The Expense Groups
applet opens.
2. Select the New button on the toolbar. The New Expense Group window opens.
3. Type Architects One in the Expense Group Name field.
4. Type 01/01/2021 in the Start Date field.
5. Select the Check All check box.
6. Deselect the following check boxes:
• 007 Other Travel
• 008 Consultant
• 009 Consultant Non-Billable
6. Select the Create button.
7. Update the Markup field to 1.10 for the following Expense Codes:
• 001 Lodging
• 003 Meals
• 005 Airfare
• 010 Office Supplies
8. Select the Save button. Expense Codes can be deleted and added as needed
within the Expense Group.
9. Close the Expense Codes applet.

Part 3: Apply Expense Groups
1. Navigate to Project Administration > Projects. The Projects applet opens.
2. Type 20210000 in the Project Lookup field.
3. Press Enter. The Hypoch Park Pedestrian Bridge project information displays.
4. Select the Expense & G/L tab.
5. Select Architects One from the Expense Group drop-down list.
6. Select the Save button.
7. Close the Projects applet.

Lesson 2: Setting Up Time and Expense ©2022 Unanet. All rights reserved. 26