Unanet GovCon | Administering the System (SDL)

Content
2 modules

Difficulty
Advanced

Rating

Course Length
7 hours

Instructor
Jade Hampton

Price
$0 - 1000

Description

In this course, you will review processes specific to general administration of the system and practice creating and modifying the configuration of the Admin Setup tables, including Accounting, Approval Groups, Expense, People, and Time. 

Recommended role: Administrator 

Objectives

In this course you will learn how to: 

  • Create new Organizations and modify existing Organizations to reflect internal department structure and external business entities  

  • Configure Bank Accounts to ensure accurate reconciliation of transactions 

  • Create Payment Terms to apply discounts to both customer and vendor payments  

  • Create and modify Cost Elements, Cost Structures, and Cost Report definitions to incorporate new Expense Types 

  • Customize Invoice Number formats and Invoice formats based on customer needs or contract specifications 

  • Create custom Time Periods and set work hours to manage split periods  

  • Create and modify Approval Groups 

  • As part of the fiscal year-end closing, create the list of Holidays for the next fiscal year, map them to a Holiday project, and create People assignments to auto-populate timesheets with Holiday hours  

  • Create an accrual plan based on hours worked and restricted by Location, and use accrual reports to validate the plan calculations 

  • Create a Person profile and Project assignment to enable a new user to use the system 

  • Configure Employee Types to control applicable Pay Codes and Expense Types for end users 

  • Import credit card transactions and manage unassociated transactions to prevent duplication 

  • Modify an existing timesheet using the Admin Adjustment functionality  

  • Review the differences between notifications and reminders and identify which to enable to improve operational efficiency 

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Administering the System (SDL)
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