Page 27 - Unanet AE: Administering the System

Unit Billing
Unit Billing allows for the billing of in-house expenses across multiple projects with a
single journal entry. This is accomplished by using Expense Codes/Groups in
conjunction with a zero-cost Purchase or Employee Reimbursable Journal Entry.

Expense Codes are used to define the units, which will appear on the project invoice.
They control Unit Cost Rate and Unit Bill Rate (or markup). When using this
functionality, the Expense Codes are checked as “Is Unit” and have a Unit Type
associated with them.

Activity 2.6 – System Configuration to Support Expense

Units
In this activity, you will create an Expense Code to support unit billing.

Activity Steps

1. Navigate to Project Administration > Expense Codes. The Expense Codes
applet opens.
2. Use the information in the table to create the Soil Sample Expense Code:
Field Information
Is Unit Select
Unit Each

Show in Expense Sheet Select
Active Select
Code Soil Sample
Name Soil Sample
Exp. Code Type Other Direct Charge
Exp. Markup Type Flat Amount

Markup 550.00
Unit Rate 0.00
Bill Status Ready to bill
Direct Cost 5540
Direct Bill Revenue 4200
3. Select the Save button.
4. Close the Expense Codes applet.

Lesson 2: Setting Up Time and Expense ©2022 Unanet. All rights reserved. 27