Many clients who do business with the government have the need to supply a specific invoice format called 1034/1035. The process below outlines how to provide this format based on Unanet invoice data.
What’s covered in this document:
- Step 1 - Save the File below entitled "Excel 1034 and 1035 Form"
- Step 2 - Load the 1034/1035 formatted Unanet export template into Unanet (one time setup)
- Step 3 - Edit the template as necessary
- Step 4 - Run the 1034/1035 formatted Unanet export template
- Step 5 - Download the resulting file
- Step 6 - Paste the downloaded data into the Excel form on the 3rd tab "Export Values"
- Who can perform the process outlined in the steps above?
- Additional Information