Page 11 - Unanet AE: Setting Up Projects

Retainage
A portion of the agreed upon contract that is deliberately withheld until the work is
substantially complete to assure that the client will satisfy its obligations and complete a
construction project.
• Max - Maximum amount of retainage to be withheld.
• Percentage - Percentage of labor revenue to withhold as retainage.

Retainage Inclusions
• Hourly - Labor charged against this project is included in the retainage amount.
• Fixed Fee - Fixed Fee Billings against this project are included in the retainage
amount.
• OCC - Out of Contract Consulting (sub-consultant charges) against this project is
included in the retainage amount.
• ODC - Other Direct Charges (expense charges) against this project is included in
the retainage amount.
Retainer
• Apply Current Amount - Amount of retainer to be applied on next invoice. When
invoiced, this amount is automatically reduced by amount that was applied.

Billing Group
• Group - Billing groups are items that can be used for filtered runs or batches of
automated invoices. Billing groups are commonly used as a separate group for
each week of a month. You could then assign projects to a group and that way
process invoices throughout the month. This is a user defined field. The Billing
Group list is managed under Administration > List Management > Billing
Groups.

Invoicing
• Invoice Email - Billing email address associated with the project. Will be the email
used if the emailing functionality in Automated Invoicing is enabled.
• Main Invoice - Main invoice design assigned to the project.
Note: When Separate Expense Invoice check box is selected, this label of this
box changes to Labor Invoice. At that point an Invoice design must have the
Style attribute of "Labor Only" selected, on the Invoice Design, for the invoice
design to show in this drop-down.
• Separate Expense Invoice - When checked, the Expense Invoice cell will
activate. This will allow for a project to run an invoice for expenses separately
from invoices that include labor and Fixed Fees.
• Expense Invoice - Invoice designs must have the style attribute of "Expense
Only" selected, on the Invoice Design, for the invoice design to show in this drop-
down.

Lesson 1: Project Tabs ©2023 Unanet. All rights reserved. 11