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Customer Newsletter | February 2018

Interested in Learning More About Unanet Financials?
Join us at an Upcoming Lunch & Learn

In July 2015 Unanet Financials was made generally available, and now more than 350 customers trust Unanet Financials for ERP capabilities with integrated financials. This is exceeding our most optimistic expectations! Unanet is traveling around the country, spreading the word about Unanet Financials, the one software for projects, people and financials! Register yourself below using the registration links.

  Location Venue Date Time
Register Now! Orlando, FL Citrus Club Friday, March 2 11AM - 1:30PM
Register Now! Columbia, MD AIDA Bistro Wednesday, March 7 11AM - 1:30PM
Register Now! Huntsville, AL Grille 29 Wednesday, March 7 11AM - 1:30PM
Register Now! Huntsville, AL Grille 29 Tuesday, May 8 11AM - 1:30PM
Register Now! Huntsville, AL Grille 29 Wednesday, August 8 11AM - 1:30PM


February Fun Fact: 
1959 - The first patent for an integrated circuit (computer chip) was filed by Jack Kilby of Texas Instruments.


 

Have a Drink on Us!
Join Unanet at an Upcoming Happy Hour

Unanet holds happy hours around the country, and would love to see you and your colleagues! Each happy hour is attended by Unanet experts who can answer your questions, and would love to hear how your organization uses our product. Additionally, it's always a great way to network with fellow Unanet customers and partners!

  Location Venue Date Time
Register Now! San Diego, CA Stone Brewing World Bistro & Gardens Tuesday, February 20 4:00PM
Register Now! Orange County, CA OC Brewhouse Thursday, February 22 4:00PM
Register Now! Boston, MA Metonomy Grill & Tavern Thursday, March 15 4:00PM
Register Now! Falls Church, VA Mad Fox Thursday, March 22 4:00PM
Register Now! NYC, NY TBD Tuesday, April 10 4:00PM

 



Registration Is Open!

2018 Champions Conference

Unanet Champions Conference.jpg

View the video above to see why last year's Conference attendees think you should attend!

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.

Early Bird Pricing is available now until March 16, so sign up now!

Register Now!

 



Join Unanet at the
Huntsville GovCon Growth Summit

Joint hosts, Unanet and Anglin · Reichmann · Snellgrove & Armstrong, P.C. (ARSA), invite you to a half-day 2018 Huntsville GovCon Growth Summit, on March 6th, at the beautiful Jackson Center in downtown Huntsville.

The day will kick off with a keynote presentation by the Bloomberg Government analyst team, reviewing the Huntsville market and discussing the growth opportunities available to the region. Next will be a CFO panel, featuring four local CFOs. They will discuss the challenges affecting many firms as they manage their organization through growth. Session three, looks at the top cybersecurity controls and mitigation to grow your business, and will be presented by local firm, H2L Solutions. The final session of the day will be on selecting the right KPIs to help your company grow and will be presented by Unanet.

We will wrap up this informative half-day conference with lunch and networking. We hope that you will join us for this unique event that will help your team grow, collaborate, and learn!

Tuesday, March 6, 2018
8:00 AM - 1:00 PM

Jackson Center - Discovery Hall B
6001 Moquin Drive Northwest
Huntsville, AL 35806

 Register Now!

 


 Upcoming Unanet University Classes

We would love to have you join us at one of our upcoming Unanet University classes! These classes are designed to:

  • Deliver quality hands on training on Unanet product features.
  • Maintain a current understanding of the Unanet system and its many powerful tools.
  • Provides an economical alternative to one-on-one consulting services.
  • Obtain CPE credits while gaining valuable information to optimize your Unanet system
  • Training available at the Unanet University headquarters in Dulles, VA.
Course Name Upcoming Sessions
Foundations of Time and Expense Administrator Training March 20
Foundations of Cost, Revenue & Profit Reporting March 21
Foundations of Reporting March 22
VIRTUAL CLASS
Financials Administrator Learning
March 26 - March 30


Knowledge Center Highlights

Here are some Knowledge Center entries that we thought might interest you!

FAQ - How can I attach a signature to an invoice as an image file?

FAQ - What are the resolutions to some system-generated error messages?

FAQ - What are Business Rules Enforcement and Validation Stored Procedures?

Quick Topic - Importing Invoices with Additional Items

Quick Topic - Automatic update of Project Condition (Color) based on values in Unanet

FAQ - How do I terminate or inactivate a user?

Additionally, if you would like to learn more about how to navigate the Knowledge Center, please view this entry!

 
 
 

Support Ticketing System

To expedite communication and streamline processes, Unanet Support is internally implementing a new Ticketing System to go live on February 20th. After the new Ticketing System goes live on February 20,  Unanet's Support Team will be generating new username/password credentials for http://support.unanet.com. This will have no impact to your existing communication processes with Unanet Support. Please continue to send all support items to support@unanet.com! Please speak with your Customer Success Manager if you have any questions. We look forward to “supporting” you.



Ask Support

Q: I want to delegate someone to review timesheets but I don’t want them to see bill rates, etc. – I just want them to be able to review and approve timesheets. Can I do that?

A: There are Manager (People) approvers and Project Approvers. As long as you don’t configure the user with the Bill or Cost Rate Manager role, they can approve and run reports without seeing rates.

Example queue:

support 2.13.1.png

Manager queue:

support 2.13.2.png

Project Approver:

support 2.13.3.png

 

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:
Foundations Series: All About Tasks

In this foundations webinar, understand all things related to Unanet Tasks, including:
 
- Task budgets and other values
- Managing at the Task level
- Copying and Importing Tasks
- Task levels and roll-up reporting
- Task dependencies

Join us on Thursday, February 22 at 1:30pm ET to learn more!

Register Now!

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.

 
 

Meet Our New Partners

Bateman Accounting and Consulting LLC.png

 

Champions Conference Sponsors

Diamond Sponsors

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Diamond_Bloomberg_Government.jpg

 

Gold Sponsors
Gold_Aronson.jpg    Gold_BDO.jpg

 Gold_Cherry Bekaert.jpg     Gold_Optimum HRIS.png

 Gold_Payroll Network.jpg      Gold_SC&H.jpg

 

 

Individual Event Sponsors


Individual Event_ARSA.jpg    Individual Event_Boon Group.jpg     Individual Event_DHG.jpg 

Individual Event_DragonEye.jpg    Individual Event_NFP.png    Individual Event_Odin Feldman and Pittleman.jpg 

Individual Event_Redstone GCI.png    Individual Event_Union Bank and Trust.jpg

 

Latest Unanet Release & Updated Per Diem Files

The Latest Unanet Software Build is: 10.3.20. Date Released: 2018-01-19.

As a service to our customers, Unanet periodically converts the All History Data files from the DoD source into the Unanet Per Diem Import Format. You can convert the files yourself from your data source of choice, if you prefer. The most recent Unanet Support Site Per Diem file updated was: 1/30/2018.


Visit us Online | LinkedIn Users Group | Unanet University | Webinars | Knowledge Center | Upcoming Events | Customer Support: 703-689-9709