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Invoicing

FAQ - What do I do when approvals haven't been processed and I need to create invoices?
Time/expense must be approved and locked/extracted prior to billing (to ensure accuracy of bill amounts which clients see)... Click here to go to the Know...
Thu, 7 Jun, 2018 at 1:00 PM
FAQ - What if I want to display both work/bill date AND Inception to Date column on the invoice?
The issue is that if you show the work date, then there will be a separate row for every date worked on the project since we accumulate the inception to dat...
Thu, 7 Jun, 2018 at 12:59 PM
FAQ - Why aren't my Expenses showing up on the FP invoice?
Some contracts have FP labor but allow for billing of Expenses.  Expenses will only show up on an invoice if they were all of the below: charged to a proj...
Thu, 7 Jun, 2018 at 12:58 PM
FAQ - Why can't I create an Invoice?
Ensure that you or the user has the 'Billing Manager' or 'Administrator' role under the Person Profile. If not an Admin, ensure you ha...
Thu, 7 Jun, 2018 at 12:57 PM
FAQ - Why do my project codes not show on the invoice?
The first step is to verify the invoice format associated with your project.  To check this, navigate to the Project Profile, then left menu Billing > In...
Thu, 7 Jun, 2018 at 12:56 PM
Quick Topic - 1034 and 1035 Invoice Formats
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 prov...
Thu, 7 Jun, 2018 at 12:55 PM
Quick Topic - Bill on Completion with auto-calculated % complete
The example below is Bill on Completion with Revenue Recognition based on autocalculated % complete.  Unanet offers the option in the Fixed Price item set u...
Thu, 7 Jun, 2018 at 12:55 PM
Quick Topic - Calculating Sales & Use Tax on Invoices - Unanet with Avalara
Companies working in multiple tax districts can experience challenges in maintaining a list of fluctuating tax percentages. The same district may sometimes...
Thu, 7 Jun, 2018 at 12:54 PM
Quick Topic - Duplicate Descriptions and/or Memos on Invoices
You may run into a scenario where Descriptions and/or Memos are appearing on the invoice twice.  If that does happen, that indicates that the following is t...
Thu, 7 Jun, 2018 at 12:53 PM
Quick Topic - How are Invoice Amounts rounded?
This entry describes how amounts on the invoice are rounded based on bill rates and hours in timesheets, as well as how to correct or prevent rounding issues...
Thu, 7 Jun, 2018 at 12:53 PM