Page 35 - Unanet GovCon Using Billing Revenue - Participant Guide ebook

7. On the Add Invoice search page, what does selecting the check box in
LIST OPTIONS for “Include Projects with Draft invoice” allow the Billing
Manager to do?
a) To check for any draft invoices for a customer
b) To create a blank draft invoice
c) To delete an invoice

8. A Customer Invoice will remain editable until it reaches which status?
a) Draft
b) Approved
c) Completed

9. Which screen is used to view, edit, delete, complete, void, print or email
existing Customer Invoices?
a) List Invoices
b) Add Invoices
c) Billing & Revenue Post

10. Where is the Customer Approval Group selected?
a) Under the Customer’s Profile menu
b) Under the Invoice’s Billing menu
c) Under the Project’s Billing menu

11. Which is a posting process to the General Ledger in Unanet?
a) Billing & Revenue Post only
b) Billing & Revenue Post and Completing an invoice
c) The Billing process contains no posting to the general ledger

12. What should the Through Date be based on, when searching on the Add
Invoice page?

The post date used in the Billing & Revenue Post
The date of actual transaction values
The date used on the invoice

13. What is the order of where invoice data (e.g., contact and addresses)
comes from to be selectable and overridden on an invoice?
a) From Invoice to Organization to Project level
b) From Organization to Project to Invoice level
c) From Project to Organization to Invoice level

LESSON 3: BILLING MANAGER PROCESS STEPS
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