Page 10 - Unanet GovCon Using Billing Revenue - Participant Guide ebook
P. 10

Along with the responsibilities in the Billing Process Overview, the Billing Manager role
               has additional access to add/edit Organization Contacts, Addresses, and Project level
               Billing menu. Access to the Project level Billing menu


































                     Activity 1.1 Access for Unanet Role of Billing Manager


               Activity Steps:
               a.      Login to your student site as the Billing Manager, Cindy Invoice
                       •  Username:         cinvoice
                       •  Password:         welcome

               b.      Navigate: My Account (upper right-hand corner) > Preferences > Profile > Roles
                       to confirm Cindy Invoice has the appropriate assigned roles.

               c.      Navigate: Reports > Dashboard to confirm Cindy Invoice (as the Billing
                       Manager) has access to the Financial Accounts Receivable Aging report.

















               LESSON 1: BILLING PROCESS OVERVIEW
                                                                                   ©2022 Unanet. All rights reserved.   10
   5   6   7   8   9   10   11   12   13   14   15