Page 27 - Unanet AE: Introduction to Project Management

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. This field
does not default from the Clients applet.
• 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.
• Next Invoice Number - Next Invoice Number is active when invoice incrementing
in Global Settings is set to By Project. The Global Setting is located at
Administration > Global Settings > Invoicing tab > Invoice Numbering.
• Invoice Group - The Invoice Group allows for projects to be invoiced as one
invoice. When used, cover sheets can be designed to summarize individual
project billings.
• PO Number - When filled out this will override the client PO Number in invoicing.

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