Page 15 - Participant Guide - Unanet GovCon Using Accounts Payable

Project - When entering a Vendor Invoice (VI) associated with a direct Project, the
Account used will require a project and expense type to be selected, as this is the link to
the cost element and project accounting.

• If an expense type populates and is correct, save and/or submit.
• If an expense type populates and you are not sure if it is correct, type the
wildcard ‘%’ into the expense type field to see all available expense types, and
select the appropriate one.
• If no expense type populates at all, contact your system administrator to
complete the missing setup components.

Manager Approvals for Vendor Invoices (optional step)
• System Administrator controls this property setting. Admin > Properties >
Approval Process > Approvals > Require Approvals > Vendor Invoice
• This property controls whether the system will require a Vendor Invoice to go
through the approval process before it is set to Approved status
• If system properties require approval:
o AP Manager role is required to be assigned
o Approval groups need to be set up to include approvers and submitters
within each group
• AP User will need to have approval groups available to select from while
submitting vendor invoices for approval

LESSON 2 AP TRANSACTIONS – VENDOR INVOICES
©2022 Unanet. All rights reserved.
15