Unanet GovCon | Administering the System (SDL)

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