Page 39 - Unanet GovCon Using Billing Revenue - Participant Guide ebook

Billing & Revenue Summary Report Analysis

Navigate: Reports > Dashboard > Project Accounting > Billing & Revenue Summary
Billing & Revenue Summary: this report provides a summary level of information
related to what has happened in the system with respect to billing (customer invoices)
and revenue recognition for a given project through a given date. When running this
report, you will need to indicate whether the resulting output should include data related
to Billing, Revenue, or both. The transactions reported on in this report are the results of
the Billing & Revenue Post as well as Customer Invoice creation and completion
processes. Several values can be drilled down on to show the details as displayed on
the Billing & Revenue Detail report. This report does not include any projected values.

Follow the Billing Process (STEPS 1-5), REFRESH report, and record the RESULTS

PROJECT BILLINGS REVENUE
Billing Type Unbilled Draft Billed Deferred Draft Recognized

STEP 1
STEP 2
STEP 3
STEP 4

STEP 5

LESSON 4 REVENUE RECOGNITION
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