Customer Newsletter | January 2018

Importing Invoice Additional Items

In an upcoming Unanet point release a new capability to import Additional Items on Invoices is being introduced. This addresses a number of different requirements, including:

• Invoices are generated in a third party system, but need to be reflected in Unanet for AR Aging and Cash Receipts processing purposes. Multiple invoices can be created at once via import.
• Tax items calculated by a third-party application or retainage calculated outside of Unanet can be imported and added to invoices in Draft status.
• Open AR can be imported to help accelerate migration to Unanet Financials (assuming that historical invoiced to date information is not required in subsequent invoices).

This new feature is available to the Billing Manager/P&R Admin and System Admin roles.

For more information, see http://knowledgecenter.unanet.com/display/kb/Quick+Topic+-+Importing+Invoices+with+Additional+Items

January Fun Fact: 1946 - ENIAC, the first U.S. computer was completed. It was built at the Moore School of Engineering, University of Pennsylvania, Philadelphia.

Registration Now Open!

2018 Champions Conference

Unanet's 2018 Champions Conference is returning to Northern Virginia at The Ritz-Carlton, Tysons Corner from April 26-27, with optional pre-conference training classes on April 25. With record breaking attendance at the 2017 West Coast Champions Conference, the 2018 Conference in Washington is expected to be our best attended event yet.

The 2018 Conference is a must-attend event, delving into topics of product capabilities, industry best practices, and providing a networking forum for professional service organization leaders.

Hundreds of customers and partners are expected to register including executives, controllers, accounting managers, HR managers, contract and engagement managers and billing managers.

Customers are encouraged to meet with Unanet experts in one-on-one Success Clinics, share best practices with other customers, and attend the Break-Out Sessions on specific product capabilities. Attendees can earn CPE credits by attending the pre-conference training classes and choosing from a variety of sessions from the two-day conference and one pre-conference training day.

Super Early Bird Pricing is available now until January 26, so sign up now!

Knowledge Center Highlight

Here is a Knowledge Center entry that we thought might interest you!

Quick Topic - Mobile Unanet App as Icon on Smartphone Home Screen

Brief description:
You can save the Mobile Optimized site as an icon to your smartphone home screen, looking and behaving just like an app. This makes Unanet’s mobile timesheet feel just like an app, only better because it is more secure and because updates never need to be downloaded. 

This can be useful for both Mobile Time and Mobile Expense.

What’s covered in this document:

Support Ticketing System

As a note, Unanet Support is internally implementing a new Ticketing System. This new system will go live on February 20, and will impact you only in that Unanet's Support Team will be generating new usernames/password credentials for http://support.unanet.com after February 20. Otherwise, all Support items should still be sent to support@unanet.com and will still be answered from support@unanet.com! Please speak with your Customer Success Manager if you have any questions or concerns. 

Ask Support

Q: Why doesn’t a specific project show up on an employee’s timesheet?

A: Here is the list of settings/areas to check when a project does not appear on an employee’s timesheet or dropdown of their timesheet:

http://knowledgecenter.unanet.com/pages/viewpage.action?pageId=884788&src=contextnavpagetreemode

The reason this can happen is that the newly assigned project hasn't been moved into the My Projects column by the user (#4), or because the user's Employee Type is not linked to the project's pay code (#8). Additionally, these may be reasons that the project is not showing up on the employee's timesheet:

1. User has not been assigned to the project
2. Tasks are required on the project but there are no tasks (Check Project profile – Project Management Level section)
3. Assignment dates are outside of project or task dates
4. Person moved the project from the right to left columns in the My Projects area of the timesheet
5. Project is enforcing project/task dates (Project Budget tab setting "Enforce Project/Task dates" is checked), and the date of charge is outside the project/task dates (even if inside the assignment dates)
6. Is the project/task active?
7. Does the Project Time tab allow Time charges?
8. Does the Person's employee type allow the pay codes to which the project is restricted? ADMIN>SETUP>PEOPLE>EMPLOYEE TYPES
9. What is the Completed date of the Project on the Project Budget tab?  (Charges after that date will not be allowed.)
10. If the "Use Financial Orgs" property is turned on: Compare the project Owning Org's Financial tab to the Person Org's Financial tab and confirm they are under the same Legal Entity.
11. Is the project Owning Org on the Project a Financial Org?
12. Is the project Owning Org on the Task a Financial Org? 

Each month we will include a common or recent question asked of our Support Team and share the response with you! Please continue to reach out to our Support Team at 703-689-9709 or email support@unanet.com.

Upcoming Webinar:
Chart Your Future with the GAUGE GovCon Report

Join us on Tuesday, January 30 at 1:00pm ET to learn more!

Please follow this link to view all upcoming webinars. If you have some ideas for upcoming Customer Webinars, please submit your fantastic ideas to csm@unanet.com. We are always looking for value-added topics to drive our customers' successes.

Please view previous webinars in the Knowledge Center under Unanet functional areas: Knowledge Center.

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