Page 2 - Unanet AE: Introduction to Project Management
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TABLE OF CONTENTS
TABLE OF CONTENTS .............................................................................. 2
ABOUT THIS PARTICIPANT GUIDE .......................................................... 5
Symbols Used in this Guide ..................................................................................... 5
Unanet University Contact Information ................................................................... 5
Support Portal ............................................................................................................ 5
COURSE INTRODUCTION ......................................................................... 6
Learning Objectives .................................................................................................. 6
Student Training Site ................................................................................................. 6
LESSON 1: A/R JOURNALS ...................................................................... 7
Learning Objectives .................................................................................................. 7
Introduction ................................................................................................................ 7
A/R Configuration ...................................................................................................... 7
Global Settings .......................................................................................................... 8
Tour 1.1 – Review Global Settings ......................................................................... 11
Activity 1.2 – Modify Global Settings ...................................................................... 12
Chart of Accounts ................................................................................................... 12
Activity 1.3 – Setup A/R and Bank Account ........................................................... 18
Client Setup for Billing ............................................................................................ 19
Activity 1.4 – Setup Clients .................................................................................... 24
Project Setup for Billing .......................................................................................... 25
Activity 1.5 – Setup Project for Billing ..................................................................... 29
Sales Entries ............................................................................................................ 29
Key Concepts ......................................................................................................... 29
Toolbar Options ...................................................................................................... 30
Additional Toolbar Options ..................................................................................... 31
Sales Header ......................................................................................................... 32
Sales Detail ............................................................................................................ 33
Activity 1.6 – Create a Manual Sales Journal Entry ............................................... 34
Batch Entry ............................................................................................................ 36
Activity 1.7 – Post Invoices Using Batches ............................................................ 38
PA Bill Review ........................................................................................................ 39
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