Page 72 - Unanet AE: Introduction to Project Management

o Selected A/R Account - When an A/R Account is selected, the A/R
Collections grid will show only outstanding Accounts Receivable for that
A/R Account.

• Project Leaders
o Project Manager - When a Project Manager is selected, the A/R
Collections grid will show only outstanding Accounts Receivable for
projects that have the specified employee as a Project Manager.
o Project Accountant - When a Project Accountant is selected, the A/R
Collections grid will show only outstanding Accounts Receivable for
projects that have the specified employee as a Project Accountant.
o Principal In Charge - When a Principal In Charge is selected, the A/R
Collections grid will show only outstanding Accounts Receivable for
projects that have the specified employee as a Principal In Charge.
• Currency (Multi-Currency Only)
o Invoicing Currency for which to filter.

A/R Collections Grid
• Checkbox - Check to select one or more invoices for Email Delivery.
Note: Delivery/Payment options are a feature of Invoice Delivery/Payments.
• Edit Pencil icon - Click to open the Sales Journal entry.
• Code - Firm code.
• Firm - Firm name.
• Invoice No. - Invoice number. Click to view invoice.
• Age - Days old.
• Invoice Date - Invoice Date.
• Projects - Project the invoice is associated with.
• Contact - Name entered in Bill To Attention line in the Client file located at
Clients > General Tab.
• Phone - Client phone number.
• Invoice Amount - Amount of invoice.
• Balance - Amount due.
Note: Displays green if receipts exist for the invoice.
• Comments - Invoice comments entered either in PA Bill Review or on the Billing
tab in the Project. When invoice Comments are entered here, the date of the
entry and the person who entered the comment is also recorded.
Note: This is a note saved at the Client Level. Clicking the firm note icon will
bring up the Accounts Receivable memo screen where you can record collection
notes.
• Sent Status - Send status of emails sent via Delivery/Payments.
Note: Delivery/Payment options are a feature of Invoice Delivery/Payments.

LESSON 2: A/R TRACKING ©2024 Unanet. All rights reserved. 72