Page 39 - Unanet AE: Introduction to Project Management

Part 2: Review change
1. Select the Batches button. The Batches window opens.
2. Verify that 2 displays in the Batch Count field. Review the data.
3. Select the Close button.

Part 3: Add another record to close out batch
1. Type Back Cove in the Client field.
2. Press Enter.
3. Type 2024-359 in the Invoice Number field.
4. Type Final Batch Sales Journal Entry in the G/L Comments field.
5. Type 5/31/2024 in the Invoice Date field.
6. Type 20140001-003 in the Project Path column for the first line.
7. Type 4001-ARC in the G/L Account column.
8. Type 10000 in the Amount column.
9. Select the Save button. The Mark Time & Expenses Billed window opens.
10. Select the Save button. The sales journal is posted.

Part 4: Review change and close batch
1. Select the Batches button. The Batches window opens. Review the data
2. Select the Select check box for the 1 Batch ID line.
3. Select the Close Selected Batches button.
4. Select the Close button.

PA Bill Review
Before using Automated Invoicing, PA Bill review must be set up.

LESSON 1: A/R JOURNALS ©2024 Unanet. All rights reserved. 39