Page 57 - Unanet GovCon Using Billing Revenue - Participant Guide ebook

c. On a separate tab, Navigate: Reports > Dashboard > Project Accounting > Summary >
Billing & Revenue Summary

d. Run the Billing & Revenue Summary Report with the following criteria:

Report on All Projects I can see
Project Organization: CUST-3-UU3
Project: LR2FV-TM-PROJ-BILLING-MGR
Journal Date Through: End of Posting Month
Column Options: Select – Show Billings and Show Revenue

e. After EACH STEP in the billing process, REFRESH the Billing & Revenue
Summary Report and UPDATE the table below with the results in each column

TM BILLINGS REVENUE

Billing Type Unbilled Draft Billed Deferred Draft Recognized
STEP 1

STEP 2
STEP 3
STEP 4
STEP 5

STEP 1 Perform the Billing & Revenue Post

Navigate: Financials > Invoicing & Posting > Billing & Revenue Post
Enter the following criteria then Select List tab:

Legal Entity: MYCO
Project Organization: CUST-3-UU3
Project: LR2FV-TM-PROJ-BILLING-MGR
Include Actuals Through: End of Posting Month
Post Date: End of Posting Month
Fiscal Period: Posting Period

REFRESH report and UPDATE results AFTER Perform the B&R Post

LESSON 5 INVOICE ADJUSTMENTS
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