Description
This Self-Directed Learning (SDL) course is an on-demand version of the Instructor-Led Training (ILT) course of the same name. For details about how this course is used, please watch this short video.
Unanet Financial users will complete the billing process as performed by the Unanet Billing Manager including posting and invoicing and use reporting to analyze revenue recognition for Time and Materials (T&M), Fixed Priced (FP), and Cost Plus (CP) contracts.
Recommended Unanet Roles: Billing Manager, AR Manager
Course Prerequisite:
- Unanet GovCon: Introduction to Financial Management (ILT)
OR
- Unanet GovCon: Introduction to Billing and Revenue Process Management (ELN)
- Unanet GovCon: Introduction to Accounts Receivable (ELN)
Delivery Method: SDL (QAS Self-Study)
Course Duration: approximately 4 hours
Course Level: Intermediate
Advance Preparation: None
Course Expiration: After 1 year of enrollment
CPE Credits: 4 (Computer Software & Applications)
CPE Credit Assessment: Required only for individuals seeking CPE credits
Unanet affirms our commitment to the delivery of high quality continuing professional education in compliance with the Statement of Standards for Continuing Professional Education (CPE) Programs and the program requirements of the National Registry of CPE Sponsors.
Objectives
In this course participants will:
- Analyze and perform the various steps of the Billing Process
- Identify the Unanet roles and responsibilities required for the Billing Process
- Review Customer Organization information used for Billing Process
- Review Project Level Billing Invoice Setup per contract specifications for Billing Process
- Recognize the requirements and decisions involved to properly perform the Billing & Revenue Post
- Differentiate the various procedures and options used to create, process, complete (post), and send Customer Invoices for various contract types
- Analyze revenue recognition for each contract type
- Apply invoice adjustments and analyze impact to billing and revenue
- Determine which Billing & Revenue reports to use to ensure accurate transaction processing
Certificate
By completing/passing this course, you will attain the certificate Certificate of Completion - SDL
Learning Credits
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