Page 10 - Unanet GovCon Administering the Subcontractor Portal - Participant Guide eBook

Unanet Organizations

Organizations are a required fundamental building block in system setup. Unanet uses
organizations to group and maintain information about internal financial (e.g., legal
entity, departments, business units, regions) and external (e.g., customers, vendors)
entities. Organizations facilitate reporting for people, projects, and financials.

Navigate: Organizations > List then select + Organization icon

There are three types of Organizations that form the foundation of business processes
in Unanet:

1. Financial Organizations are internal organizations that will be used to record
transactions for financial statements and reporting purposes.

2. Customer Organizations represent any entity from which payments will be
received for goods or services provided.

3. Vendor Organizations represent any entity to which payments will be made.
These may include individuals (e.g., subcontractors or employees being
reimbursed for expenses) or companies (e.g., utilities or materials suppliers).

LESSON 1: CONFIGURING THE UNANET SYSTEM
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