Page 41 - Unanet AE: Introduction to Project Management

• Move Project Tx - Moves transactions from the current project to a new
destination project. You must first select the transactions that you would like to
move, then click the button and select the destination.

PA Bill Review Header
The Header section shows important Project and Billing information.

Field Descriptions
Header
• Current Invoicing period set in General Accounting >Accounting Periods.
• Project Name - Name of the Project. You are able to click on this to link to the
Projects applet.
Note: If you hover over the question mark icon next to the name, you will see
important project information.
• Project Code - Code of the Project.
Note: If you click the exclamation icon next to the code, you will get a Project
Note popup. This will save on the General Note tab on the project located at
Projects > General Note tab.
• Client - Client Name located in the top right of the header.
• Last Invoice Date - Date of the last invoice (Sales Journal) against the selected
project.
• Do Not Bill - Informational Only. Used to flag the project as Do Not Bill.
• PM Reviewed - Marked by the PM. Used to inform the Project Accountant that
the project has been reviewed.
• Reviewed - Used by the Project Accountant to mark project as reviewed.

Status Box
• Ready - Displays the total amount of transactions as of the given date that have
a status of Ready to Bill.
• Hold - Displays the total amount of transactions as of the given date that have a
status of Hold.
• Retainer Balance - Remaining balance of the retainer.
• Current Retainer - The current retainer that will be applied in the next billing
cycle. This can be added here.
• Never Bill - Displays the total amount of transactions as of the given date that
have a status of Never Bill. Enabled at Global Settings > A/R tab > PA/PM Bill
Review Settings.
• Write-off - Displays the total amount of transactions as of the given date that
have a status of Write-off. Enabled at Global Settings > A/R tab > PA/PM Bill
Review Settings.

LESSON 1: A/R JOURNALS ©2024 Unanet. All rights reserved. 41