Page 40 - Unanet GovCon Using Billing Revenue - Participant Guide ebook
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Time & Materials:
Revenue is Recognized at the time of the Billing & Revenue Post.
What is included?
• T&M Labor from timesheets = Billable hours worked * Bill Rate
• T&M Expenses from expense reports = Billable expenses (may include markups)
Activity 4.1 Run Billing & Revenue Summary Report
Login as Cindy Invoice (Billing Manager) – cinvoice / welcome
Activity Steps:
a. On a separate tab, Navigate to Reports > Dashboard > Project Accounting >
Summary > Billing & Revenue Summary
b. Run the Billing & Revenue Summary Report with the following criteria:
Report on: All Projects I can see
Project Organization: CUST-3-UU3
Project: T&M-02-PROJ-BILLING-MGR
End of Posting Month
Journal Date Through:
Column Options: Select – Show Billings and Show Revenue
RESULTS BEFORE ANY Class Activity (no B&R post / no invoice)
c. Confirm the results (Keep this report open to REFRESH in the next Activity)
d. Use the footnote on the Billing & Revenue Summary Report to answer what each
column represents:
BILLINGS REVENUE
Unbilled Draft Billed Deferred Draft Recognized
LESSON 4 REVENUE RECOGNITION
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