Page 3 - Unanet AE: Introduction to Project Management
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Activity 1.8 – Prep Project to Run Automated Invoicing ......................................... 47
Automated Invoicing ............................................................................................... 47
Activity 1.9 – Automate Sales Journal Entries ....................................................... 52
Project Figures ....................................................................................................... 52
Activity 1.10 – Run Project Figures Report ............................................................ 54
Credit Memo ............................................................................................................. 54
Activity 1.11 – Issue a Credit Memo ....................................................................... 54
Invoice Write-Off ...................................................................................................... 56
Activity 1.12 – Write Off an Invoice ........................................................................ 56
Activity 1.13 – Void and Re-issue an Invoice ......................................................... 56
Receipts .................................................................................................................... 58
Header Section ...................................................................................................... 58
Detail Section ......................................................................................................... 59
Receipt Journal Toolbar ......................................................................................... 60
Activity 1.14 – Enter a Manual Receipt .................................................................. 61
Activity 1.15 – Use Batch Entries in Journals ......................................................... 62
Activity 1.16 – Automate a Receipt ........................................................................ 63
Client Invoice Wizard ............................................................................................. 64
Activity 1.17 – Use the Client Invoice Wizard ......................................................... 65
Activity 1.18 – Void a Receipt ................................................................................ 66
Check Your Understanding .................................................................................... 67
LESSON 2: A/R TRACKING ..................................................................... 68
Learning Objectives ................................................................................................ 68
Overview ................................................................................................................... 68
Applets ..................................................................................................................... 68
Activity 2.1 – Use Applets for A/R Tracking Information ......................................... 68
Collections ............................................................................................................... 69
Managing Collections ............................................................................................. 70
Field Descriptions ................................................................................................... 71
A/R Collections Grid ............................................................................................... 72
A/R Collections Tab (Right Pane) .......................................................................... 73
Activity 2.2 – Use the A/R Collections Applet ......................................................... 73
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