Page 60 - Unanet GovCon Using Billing Revenue - Participant Guide ebook

Activity 5.2 Defer and Write-off Labor and Expense on Customer
Invoice
Login as Cindy Invoice (Billing Manager) – cinvoice / welcome

Activity Steps:
STEP 4 Review and Edit the Invoice

a. Edit the Invoice (select pencil icon) from the previous Activity

b. Select T&M Labor on left hand menu then Search and Filter T&M Labor to show:

Person: Clark A. User and Gerald User
Date Range: Previous Month

c. List the results, select all the lines, and Click the Defer Selected button

REFRESH report and UPDATE results AFTER Defer Items

d. Select T&M Expense on left hand menu then Search and Filter T&M Expenses to show:

Expense Type: SUPPLIES / ODCs
Person: Eleanor S. User and Clark A. User

e. List the results, select all the lines, and Click the Defer Selected button

REFRESH report and UPDATE results AFTER Defer Items

f. Select T&M Expense on left hand menu then Search and Filter T&M Expenses to show:

Expense Type: OTHER
Person: Eleanor S. User
Cost Element: OTHER

g. List the results, select all the lines, and Click the Write off Selected button

REFRESH report and UPDATE results AFTER Write-off Items

STEP 4 Review and Submit the Invoice

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

LESSON 5 INVOICE ADJUSTMENTS
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