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Policies & Portals

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In this course, you will review the system settings needed to perform Accounts Payable processes, practice creating vendor invoices and vendor payments, and produce reports for verifying transaction accuracy. For those using Purchasing, two-way and three-way purchase order matching will be reviewed.   Recommended roles: AP User, AP Poster, AP Viewer, or AP Administrator  Course Prerequisite Unanet GovCon: Introduction to Accounts Payable (ELN)   Course Duration: 1 day from 1:30pm-4pm ET CPE Credits: 2 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. Read More

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 users with the AP User, AP Poster, AP Viewer, or AP Administrator role will review the system settings needed to perform Accounts Payable processes, practice creating vendor invoices and vendor payments, and produce reports for verifying transaction accuracy. For those using Purchasing, three-way purchase order matching will be reviewed. Recommended roles: AP User, AP Poster, AP Viewer, or AP Administrator   Course Prerequisite Unanet GovCon: Introduction to Accounts Payable (ELN)   Course Duration: approximately 2.5 hours   Read More

In this course, you will review the system settings needed to perform Accounts Receivable processes; practice creating, posting, and voiding customer payments and deposits; and produce reports to confirm accuracy.   Recommended roles: AR User, AR Poster, AR Viewer, or AR Administrator  Course Prerequisite Unanet GovCon: Introduction to Accounts Receivable (ELN)   Course Duration: 1 day from 1:30pm-4pm ET CPE Credits: 2 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. Read More

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. In this course, you will review the system settings needed to perform Accounts Receivable processes; practice creating, posting, and voiding customer payments and deposits; and produce reports to confirm accuracy.   Recommended roles: AR User, AR Poster, AR Viewer, or AR Administrator  Course Prerequisite Unanet GovCon: Introduction to Accounts Receivable (ELN)   Course Duration: approximately 2.5 hours   Read More

In this course, you will review project management using analytics. You will use the periodic JSR data object to create tabular, graphical, and pivoted data outputs, use conditional formatting and basic functions in Analytics Studio, and review the parameters involved. Upon completion of this course you will have created an analytics version of the periodic line and bar chart that can be exported and uploaded into your own Unanet instance.  Recommended roles: Project Manager, PM Administrator, PR Administrator, Administrator Course Prerequisite Unanet GovCon | Introduction to Analytics (ELN) Unanet GovCon: Creating Analytics Studio CrossTab Reports (VID) Unanet GovCon: Creating Analytics Studio Advanced Reports (VID) Unanet GovCon: Creating and Using Analytics Studio Advanced Project Reports (VID)   Course Duration: 1 day from 1:00pm-5pm ET CPE Credits: 4 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. Read More

In this course, you will review options for developing project management reports using Analytics. You will use the periodic JSR data object to create tabular, graphical, and pivoted data outputs, use conditional formatting and basic functions in Analytics Studio, and review the parameters involved. Upon completion of this course, you will have created an Analytics version of the periodic line and bar chart that can be exported and uploaded into your own Unanet instance. Recommended roles: Project Manager, PM Administrator, PR Administrator, Administrator   Read More

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