Page 20 - Unanet AE: Introduction to Project Management

• Name - Client Name. Required.
• Active - When checked, designates that this is an active client and available for
transactions and assignments.
• Web Site - Clients Web Site.
• Parent Firm - Parent firm code. Firms can have parents. Only two levels are
supported in the current version. This allows for the association of firms
(especially for roll-up purposes) and is exposed in areas of the program such as
the AR and AP sub-ledgers and Client Queries.
• Prospect - When checked, designates this is a prospect, rather than a billable
client.

General Tab
The General tab holds key information for each Client.

Field Descriptions

Bill To
• Note - This is the Bill To address. The Bill To address can print on invoices,
statements, and Accounts Receivable reports. It can be overridden on the project
at Project Administration > Projects > Billing tab > Bill To Address.
• Attention - Bill To Attention. Can be selected from a list of contacts or typed in
manually.

LESSON 1: A/R JOURNALS ©2024 Unanet. All rights reserved. 20