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Customer Newsletter | May 2018

 

Join Us at Unanet Uncorked!

Unanet Uncorked 52F31

We are hosting another Unanet Uncorked where Unanet employees will be on hand to answer some of your questions at mini Consulting Clinics! Additionally this is a great opportunity to meet with fellow Unanet users and discuss how your company utilizes the product to grow and optimize your business. 

When: Thursday, May 31
4:00 - 6:00 PM
Where: Unanet HQ
22970 Indian Creek Dr., Suite 200
Dulles, VA 20166

Register Now!

 

May Fun Fact: 1997 - IBM's supercomputer Deep Blue defeated chess champion Garry Kasparov.


 

Videos from the 2018 Champions Conference!

 

Video - Cease the Chaos Streamlining Month End Close

Unanet would like to thank all of the customers and partners who took the time to present at the Champions Conference! Below are some highlights of Champions content that was pre-recorded and now available on the KC!

Video - Cease the Chaos Streamlining Month End Close

Video - Project Optimization and Reporting 

Video - Reforecasting with Plan Sets 

Video - 2018 Champions Conference - Unanet Tips and Tricks 

Video - Obtaining a Clean DCAA Accounting System Certification 

Video - Purchasing Compliance

Video - DCAA Compliance 

Video - Credit Cards, Fixed Assets, and Other Accounting Efficiencies 

Video - Saving Time and Ensuring Control: Business Rules Enforcement 

Video - Saving Time and Ensuring Control: Appropriate Visibility and Access 

Video - Process Automation and Integration using the IMU 

Video - Pushing the Envelope: Project Management Dashboard Techniques 

Video - Pushing the Envelope: Data Integration and Quality Control Processes 

Video - Custom Reporting and Business Intelligence Roadmap 

 


 

Learn More About Unanet Financials
at Our Lunch & Learns

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! Columbia, MD AIDA Bistro Tuesday, 6/5 11AM - 1:30PM
Register Now! Tysons, VA Tower Club  Wednesday, 6/6  11AM - 1:30PM
Register Now! Dulles, VA Eddie Merlot's  Thursday, 6/7 11AM - 1:30PM
Register Now! Huntsville, AL Grille 29 Wednesday, 8/8 11AM - 1:30PM

If you are interested in learning more about Unanet Financials, and are previously committed during the Lunch & Learns, the Customer Solutions team would be happy to schedule a personalized demonstration with you! Contact CustomerSolutions@Unanet.com to schedule one now!

 


 Unanet University Classes
at Our HQ

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.
  • Provide an economical alternative to one-on-one consulting services.
  • Obtain CPE credits while gaining valuable information to optimize your Unanet system.
Course Name Upcoming Sessions Location
Foundations of Time and Expense Administrator Training June 5 Unanet HQ
Dulles, VA
Foundations of Cost, Revenue & Profit Reporting June 6 Unanet HQ
Dulles, VA
Foundations of Reporting June 7 Unanet HQ
Dulles, VA

We will also be offering these and additional classes in August, October, and December, so check our website for those listings!



Knowledge Center Highlights

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

FAQ - Why on an AP Vendor Payment are the SUBMIT and the POST buttons grayed out? Why can't I Post? 

FAQ - What considerations should we have before forecasting?

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

 
 
 

Ask Support

Q: How can I allow my users to go 40 hours in the 'red' on accrued PTO hours?

A: The normal setting for an accrual plan is to restrict the user to the hours accrued. Allowing the users to exceed the accrued hours does not set a limit on how many hours they can go over budget.

A Validation Stored Procedure (VSP) can enforce an over budget limit of 40 hours. The accrual plan is set to Exceed but when the user saves or submits a timesheet, the VSP can check that user has not exceeded their accrued hours by more than 40 hours. The user cannot save or submit the timesheet until the validation is passed. The VSP is custom database software which can be written by your company or by one of our partner companies. There is a cost associated with our development of the VSP.

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:

Business Rule Enforcement with Stored Procedures


Have you ever wanted an automated way to check that timesheet and expense report data follows specific rules before the user submits? Do you want to provide managers with custom verbiage on the timesheets they are approving? If so, this webinar is for you! During this webinar, we will respond to these questions, and more:
  • What are some ways in which Unanet’s clients are using Validation Stored Procedures, and how are these clients benefiting?
  • How can Validation Stored Procedures help with enforcing my company's specific rules for time and expense entry?
  • How do I go about defining what rules I would like to implement?

Join us on Thursday, May 31 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

cafftec
Corporate Tax Advisors
rebeccaCPA
Rubina Varjabedian
 

Latest Unanet Release & Updated Per Diem Files

The Latest Unanet Software Build is: 10.3.28. Date Released: 2018-05-25.

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: 5/1/2018.


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