Page 2 - Unanet GovCon Using Billing Revenue - Participant Guide ebook

Table of Contents

ABOUT THIS PARTICIPANT GUIDE ......................................................... 5

COURSE INTRODUCTION ........................................................................ 6

LESSON 1: BILLING PROCESS OVERVIEW ........................................... 8
Learning Objectives .................................................................................................. 8

Introduction ................................................................................................................ 8
Billing Process Flow .................................................................................................. 8

Unanet Role - Billing Manager .................................................................................. 9
Activity 1.1 Access for Unanet Role of Billing Manager .......................................... 10

Check Your Understanding .................................................................................... 11

LESSON 2: CUSTOMER INVOICING IN UNANET .................................. 12
Learning Objectives ................................................................................................ 12
Introduction .............................................................................................................. 12

Ongoing Business Processes: ............................................................................... 12

Customer - Project Organization ............................................................................ 13
Project Setup ........................................................................................................... 13
Project Level Billing Configuration ........................................................................ 13

Activity 2.1 Edit Project Level Billing Invoice Setup ................................................ 15

Do Work and Charge Labor/Expense to a Billable Project .................................. 16
Approve Timesheets and Expense Reports .......................................................... 16
Check Your Understanding .................................................................................... 17

LESSON 3: BILLING MANAGER PROCESS STEPS ............................. 19

Learning Objectives ................................................................................................ 19
Introduction .............................................................................................................. 19

Step 1: Perform Billing & Revenue Post ............................................................... 20
Step 2: Add Invoice ................................................................................................ 20

Step 3: Generate Invoice ........................................................................................ 20
Step 4: Review Invoice (Edit, Preview, Submit, and Approve)............................ 20

Step 5: Complete Invoice ....................................................................................... 21
Activity 3.1 Perform Billing & Revenue Post and Create Customer Invoice ........... 22

Invoice Level Billing Configuration ........................................................................ 23
Activity 3.2 Review and Edit Invoice Setup on Customer Invoice .......................... 24

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