Page 33 - Unanet GovCon Using Billing Revenue - Participant Guide ebook

System Administrator – Setup

Invoice Formats

The Unanet System Administrator has the responsibility to creating and maintaining Invoice
formats. For information about what can be included in an Invoice format, refer to the following
documentation: Search Help Docs – Admin Setup Invoice Formats

Invoice Formats – 1034 and 1035

Many government contractors are required to submit their Invoices using standard 1034 or 1035
formats. Unanet supports this process by generating the format in Excel using an Export
template.

✓ Important
For more information on creating the 1034 and 1035 format through Unanet, please read:
Search Support – Quick Topics 1034 1035 Invoice Formats

Invoice Number Formats

Administrators can use the Invoice Number Formats setup screen to create and maintain the set
of possible invoice numbering schemes that will be available for use in your system.

Billing Managers will select a specific invoice numbering scheme when setting up the project
billing information (on a project-by-project basis). The number can also be set within the Invoice
setup screen. Unanet invoice numbers are guaranteed to be unique, but they will not
necessarily be sequential without gaps. If you delete a draft invoice, that invoice number will not
be reused.

Payment Terms

Administrators can use the Payment Terms setup screen to create and maintain the set of
payment terms that will be available for use in your system. A default Payment Term is set for
each Customer and can be overwritten on the Project Billing setup or within an individual
Invoice.
Additional Item Types

The Unanet System Administrator has the responsibility to create and maintain the set of
Additional Item Types that will be available for use in the system. The Additional Item Types
defined on this screen are available for use when a Billing Manager is creating a Customer
Invoice and would like to include additional items such as discounts or fees. Note that each
additional item identifies the account categories used to make debit and credit journal entries.
The account is identified at the project level.

✓ Important
Discounts must be entered as a negative number in order to reduce the amount Billed on the Invoice.

LESSON 3: BILLING MANAGER PROCESS STEPS
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