Page 49 - Unanet GovCon Using Billing Revenue - Participant Guide ebook

STEP 2 Add the Invoice

Navigate: Financials > Invoicing & Posting > Add Invoice
Enter the following criteria then Select List tab:

Legal Entity: MYCO
Project Organization: CUST-3-UU3
Project: FP-PROJECT-BILLING-MGR
st
Billing Period From Date: 1 of Posting Month
Through Date: End of Posting Month
Invoice Date: End of Posting Month
Post Date: End of Posting Month
Fiscal Period: Posting Period

NOTE* you will not be able to add the invoice if the Generate Unanet Invoice box has not been selected on
the Project Billing Setup in the previous Activity.

REFRESH report and UPDATE results AFTER Add the Invoice

NO CHANGES TO THE BILLING & REVENUE SUMMARY REPORT RESULTS

STEP 3 Generate the Invoice (then click List button)

REFRESH report and UPDATE results AFTER Generate the Invoice

STEP 4 Review and Submit the Invoice

Select Pencil icon, Invoice Review and SUBMIT. Approvals are not used for this
project therefore the invoice is now in Approved status and can be Completed.

LESSON 4 REVENUE RECOGNITION
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