Expense Codes & Expense Groups

In this Lunch & Learn session, Martha Griffith, demonstrates how Expense Codes and Expense Groups function within Unanet AE and how they support project accounting, accounts payable, expense reporting, and billing processes. The presentation covers creating and maintaining expense codes, organizing codes into expense groups, assigning bill rates and markups, and understanding how expenses flow through expense sheets and financial transactions.

Attendees will learn best practices for structuring expense codes, improving consistency across projects, streamlining expense entry, and enhancing reporting capabilities. The session also highlights common use cases, setup considerations, and practical tips for managing direct, indirect, reimbursable, and billable expenses.

This session is ideal for accountants, project managers, administrators, and finance teams looking to improve expense management and financial visibility within Unanet AE.