Page 4 - Unanet AE: Introduction to Project Management
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A/R Reports .............................................................................................................. 74
Key Concepts ......................................................................................................... 74
Report Descriptions ................................................................................................ 74
Activity 2.3 – Run Accounts Receivable Reports ................................................... 75
Check Your Understanding .................................................................................... 77
LESSON 3: RETAINERS .......................................................................... 78
Learning Objectives ................................................................................................ 78
Introduction .............................................................................................................. 78
Retainers .................................................................................................................. 78
Activity 3.1 – Use the Retainer Wizard for deposits/pre-payments......................... 78
Activity 3.2 – Verify Retainer Balance .................................................................... 79
Activity 3.3 – Apply Retainers to Invoices .............................................................. 80
Tour 3.4 – Review the Updated Retainer Details ................................................... 80
Check Your Understanding .................................................................................... 81
APPENDIX A: CHECK YOUR UNDERSTANDING ANSWER KEY ......... 82
Lesson 1: Settings and Permissions ..................................................................... 82
Lesson 2: Project Planning ..................................................................................... 83
Lesson 3: Project Management .............................................................................. 84
NEXT STEPS ............................................................................................. 85
Course Survey ......................................................................................................... 85
Certificate of Completion ........................................................................................ 85
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