System status: All systems are operating normally at this time.

General - Accounting

Cost Pool Group Creation Guide
This document provides information regarding creating Cost Pool Groups. Click here to go to the Knowledge Center for the full article.
Thu, 7 Jun, 2018 at 2:25 PM
FAQ - Does Unanet interface with banks and credit institutions?
Unanet includes bank reconciliation functionality that allows the reconciliation of bank accounts, credit card accounts, and other accounts requiring periodi...
Thu, 7 Jun, 2018 at 2:24 PM
FAQ - How can I import more than one Financial Document in a single import file?
Utilizing the Group ID column allows you to group multiple Financial Documents into a single import file.   Click here to go to the Knowledge Center for t...
Thu, 7 Jun, 2018 at 2:24 PM
FAQ - How do I get Historical Hours into the General Ledger to use for allocations based on hours?
The Unanet system uses the hours posted to the general ledger to calculate the total year to date hours in any given account. Click here to go to the Know...
Thu, 7 Jun, 2018 at 2:23 PM
FAQ - How do I set an "Equity" Account Type?
Unanet made the decision to keep the list of account types as simple as possible and has limited the number to four: Asset, Liability, Revenue, and Expense. ...
Thu, 7 Jun, 2018 at 2:20 PM
FAQ - How should I manage indirect budgets in Unanet?
Option 1: Create a project for each indirect project. Provide access for the budget owner to track spend vs. budget. This option requires that the indirec...
Thu, 7 Jun, 2018 at 2:20 PM
FAQ - Is there a quick list of steps for bill posting/invoicing?
Click here to go to the Knowledge Center for the full article.
Thu, 7 Jun, 2018 at 2:19 PM
FAQ - Should I Post Cost Pool Calculations to the GL?
The answer depends on the desired Income Statement presentation.  Posting the cost pool calculations to the GL will reclassify the presentation of the costs ...
Thu, 7 Jun, 2018 at 2:18 PM
FAQ - Should I set up multiple Legal Entities?
Legal entities should typically be established for each entity that has its own tax identification number. An example would be a parent company with subsidia...
Thu, 7 Jun, 2018 at 2:17 PM
FAQ - What is the best way for a Unanet Financials system to get time/expense into the Locked status?
This applies to Financials clients in particular who are not sending time/expense to a downstream system, but users of a downstream system may use it as well...
Thu, 7 Jun, 2018 at 2:17 PM