Page 55 - Unanet GovCon Using Billing Revenue - Participant Guide ebook
P. 55

LESSON 5 INVOICE ADJUSTMENTS



               Learning Objectives

                   •  Apply invoice adjustments and analyze impact to billing and revenue
                          •  Funded Value limits
                          •  Deferral
                          •  Write-off
                          •  Void
                   •  Determine which Billing & Revenue reports to use to ensure accurate transaction
                       processing
                          •  Billing & Revenue Summary
                          •  Project Transactions


               Introduction

               Applying invoice adjustments in the Billing & Invoicing process includes Funded Value
               limits, Deferrals, Write-offs, and Voids as performed by the Unanet Billing Manager.


                      Lesson 5 Overview Video (for SDL only)



               Funded Value Limits on Customer Invoice

               Unanet can limit billing and/or revenue recognition posted to the Funded Value set at
               the project/task level. A Billing Manager has access to view these settings on the project
               (use magnifying glass). If there is a checkmark next to the setting, then billing and/or
               revenue will be limited to the Funded Value (less any fixed fees).


































               LESSON 5 INVOICE ADJUSTMENTS
                                                                                  ©2022 Unanet. All rights reserved.   55
   50   51   52   53   54   55   56   57   58   59   60