Page 28 - UNANET GOVCON: CLOSING A FISCAL PERIOD

Close Invoicing And Posting

Once all Billing & Revenue, Expense Report Cost, Labor Cost, and Pay in Lieu of
Benefits Post are completed, they can be closed for the period. Reminder, the Posting
Features in this section include (Customer) Invoices and Billing & Revenue Post which
were previously confirmed as being complete by the Billing Manager.

Close Posting Features for Invoicing and Posting:
o Billing & Revenue Post
o Expense Report Cost Post
o Invoice
o Labor Cost Post
o Pay in Lieu of Benefits

Activity 3.5 Close Invoicing and Posting
Login as Glenda Manager (GL Manager) – glmanager

Activity Steps:
1. Navigate to Financials > General Ledger > Fiscal Period Close

2. Select Invoicing & Posting (Billing & Revenue Post, Expense Report Cost Post,
Invoice, Labor Cost Post)

3. Select Close Period (verify the Fiscal Period has changed to the next period)

LESSON 3: INVOICING AND POSTING Page 28
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