Page 12 - Unanet GovCon Using Billing Revenue - Participant Guide ebook

LESSON 2: CUSTOMER INVOICING IN UNANET

Learning Objectives

• Review Customer Organization information used for Billing Process
• Review Project Billing Invoice Setup per contract specifications for Billing
Process

Introduction
There are three types of Organizations in Unanet Financial, Customer, and Vendor.
Any entity you intend to receive payments from will need to be defined in Unanet as a
Customer Organization with an active Customer profile associated to it.

All reporting of time and expense and resource planning must be performed against
(charged to) what is called a Project in Unanet. Therefore, Customers and their
Projects must be established in order to track direct billable time, expenses, and indirect
cost (overhead, general & administration, fringe, etc.) for total project costing. This is
considered to be ongoing business processes to configure a Customer Organization, its
Profile, and associated billable projects into the system in order for time and expenses
to be charged against it. As well as establishing a fixed priced item or schedule.

Lesson 2 Overview Video (for SDL only)

Ongoing Business Processes:

LESSON 2: CUSTOMER INVOICING IN UNANET
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