Customer Newsletter | November 2018

Additional Product Offerings

Unanet is pleased to announce the following Additional Product offerings.

• Project Management Score Board (PMSB) – The PMSB is a refreshable web query-based dashboard designed to assist project managers in the proactive management of their direct projects. It is dynamically connected to Unanet to include 49 different project-based metrics, consolidating many pieces of Unanet data to present them as actionable intelligence to the user, with the click of a button, in a matter of minutes.
  • KC - Quick Topic - Project Management Score Board (PMSB)Webinar - CSM Webinar - Keep score of your projects with Unanet's Project Management Score Board

• Automated Analyst (AA) – The AA tool offers a wealth of options to ensure data within Unanet remains consistent and adheres to your business practices. The current AA catalog includes 60 standard quality checkpoints, which can provide alerts of changes required or detect and systematically correct values based on your policies and procedures. This leads to more focus for managers on analysis and decision-making, which can have direct impacts on profitability.
• Webinar - CSM Webinar - What is Unanet's Automated Analyst?

• PayrollConnect – Unanet offers several Cloud-based payroll integrations that import Person information from the payroll system on an automated, scheduled basis. This offering also includes on-demand exports of time and expense from Unanet to payroll, and on-demand Journal Entry imports from payroll to Unanet. PayrollConnect helps eliminate disparate solutions, deliver real-time data, and lower the cost and complexity of managing the workforce.
  • Unanet Payroll Partnership Program
  • KC - PayrollConnect
  • PNIConnect
  • PaylocityConnect
  • ADPConnect
  • OptimumConnect

• Hosted Credit Card Import – The Hosted Credit Card Import facilitates the automatic import of credit card files using our Hosted IMU. This offering is currently for American Express Corporate Card users with the KR-1025 file format. Possible future expansions will include other credit card companies and file formats.
• KC - Quick Topic - Hosted Credit Card Import (AMEX KR-1025)

• PerDiemConnect – PerDiemConnect automatically updates Per Diem rates in your system when new rates are published by GSA/DOD, lessening the maintenance burden and preventing unnecessary expense corrections due to dated rates.
• KC - FAQ - How can I automatically keep my Per Diem rates up to date?

• Hosted IMU – The Hosted IMU allows you to schedule regular imports or exports on a platform maintained by Unanet, alleviating the need for manual effort or the IT capacity to maintain your own platform.
  • KC - FAQ - What is an IMU and how does it work?

Register Now for the 2019 Champions Conference!

Unanet's Champions Conference is returning to San Diego for 2019! Join us for a day of Pre-Conference Training on May 15, followed by two days of customer insights, a look at the product's future, and presentations by Unanet experts on Thursday, May 16 and Friday, May 17, 2019!

Register Now to save your spot! 

Call for Speakers at the 2019 Champions Conference!

There is a limited number of customer speaker spots remaining for our May 2019 Champions Conference! The conference will be held May 16-17, 2019, in San Diego, CA. We would love to hear how Unanet has contributed to your success of your team, and/or your organization.

Do you have a great story to tell? We are interested in the following:

• Your success stories – how Unanet has helped your business
• Innovative ways you’re using Unanet
• How you have adopted and integrated Unanet into your business

We are requesting presentations that are informative, interactive, and appropriate for training, leadership, and management personnel. 

Speaker benefits:

• A chance to showcase your company
• Highlight your expertise
• Help grow the Unanet knowledgebase and community
• Receive discount to the Champions Conference
• Ability to mingle with Unanet’s Executive Leadership

To be considered as a speaker, please email Zoe Rann.

Knowledge Center Highlights

Additional Knowledge Center entries that we thought might interest you!

Quick Topic - People Planning Grid Templates

Quick Topic - Expense Planning Grid Templates

Webinar - Unanet CSM Webinar - Top Reports for Project & Contract Managers! Featuring Unanet's Project Control Panel - The One-Stop Shop

Quick Topic - Updating Per Diem Rates in Unanet

Quick Topic - Planning non-billable expenses on a Cost Plus contract

Quick Topic - Updating M&IE Breakdowns in Unanet

Quick Topic - Using Additional Pay Per Hour in a Pay Code  

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

Ask Support

Q: Can a locked/extracted expense report be corrected or unextracted?

A: A locked/extracted expense report cannot be edited.

Here is the Knowledge Center (KC) article that discusses all the options in detail: https://knowledgecenter.unanet.com/pages/viewpage.action?pageId=7700491&src=contextnavpagetreemode

To summarize, here are your options:

If you want to keep the approval history of the extracted voucher:

• You'll need to keep the existing expense voucher as is
• View the existing expense voucher and click on Copy To Report so you can use the copy to create a correcting voucher (the copied expense report will be created and in the status of In Use)
• For your correcting expense report that was just copied, you can modify the Purpose section and reference the original expense voucher #
• Delete any lines that were already correct, keeping only the line entries that need to be corrected
• Take the positive for a line item on the copied expense export which needs to be corrected and make it a negative, leaving all other attributes the same (project type, payment method, etc.).  *PLEASE NOTE: for any line entries that need to be corrected and you used a wizard, you will have to create (or use) a new miscellaneous expense type (such as “Lodging correction”, etc.) for these negative entries *see section in above KC link titled “Importing against Expense Types that do not have wizards” for further details on creating a new expense type
• For the items that need to be added to the voucher – create a positive expense amount for the new line items (this may or may not be the new correct amount for a negative correction you made in the prior step)

Result: You will now have two vouchers: the original incorrect voucher with the original approval history and voucher #, as well as the new correcting voucher with its own voucher number that will need to be submitted and go through approval process again.

OR

If keeping the approval history from incorrect voucher is not needed and the expense voucher has not gone through a financials post yet:

You can delete the original voucher and create a new correct expense voucher (voucher #, approval history, and all line items will be irreversibly removed and disassociated from the original record in the system). 

• Again, from the existing extracted expense voucher, click on Copy To Report so you can use the copy to create a new (correcting) voucher and be sure to copy the attachments to re-attach to this correcting expense report since you are deleting the original voucher and all of its content
• You can delete locked/extracted vouchers via import by specifying "!DELETE!" in the delete column of an Expense file and specifying the appropriate Expense Voucher number (consult the Help Docs - Expense Import section and Excel Tips for finer technical points on creating your import file). You can get the file format by exporting the vouchers in question with an Expense export.

1. Run the Expense Export for the voucher, and add a column called "exp_voucher" to the file.
2. Specify the voucher # that you want to delete in the "exp_voucher" column (To find this voucher number, you can use the Expense Details Report's "Show Voucher Number" criteria option).
3. Keep in mind that if you delete an expense voucher then ALL of the expenses associated with the voucher will also be deleted.
4. Then on the Admin>Import>Expense screen choose "Allow deletion of LOCKED or EXTRACTED expense reports." Once you click "Import," it will delete the entire expense voucher associated with any rows for that expense voucher number that contain the "!DELETE!" command. Note that the entire expense voucher, its approval history, as well as any/all line items on it will be deleted.

• Once the incorrect expense voucher has been deleted, you can go back to the copied expense voucher which when copied was created with the status In Use and make corrections to the existing lines as needed and attach the necessary backup/receipts. This newly created expense report will go through the approval process again once submitted.

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:
Curious About How You Stack Up Against Your GovCon Peers?

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.