Page 9 - Unanet GovCon Using Billing Revenue - Participant Guide ebook

Unanet Role - Billing Manager

Unanet is a role-based system which provides security and access based on the roles
assigned to the user by the System Administrator. It is helpful to be familiar with
Unanet’s roles and the access that comes with each unique role. Users may find the
need to be assigned a combination of roles in order to perform various job functions.

Unanet controls the permissions of what a user has access to do and see through a
combination of Role selections and Access settings. A user can view their assigned
Roles, and other settings, in their Profile under My Account.
Navigate: My Account (upper right-hand corner) > Preferences > Profile > Roles

Responsibility of a Billing Manager is to gather billable items through performing the
Billing & Revenue Post, create/edit/submit/complete a Customer’s invoice from the
billable items, and send the invoice to the Customer for payment (creates Accounts
Receivable).

LESSON 1: BILLING PROCESS OVERVIEW
©2022 Unanet. All rights reserved. 9