Simple Customizations that Make a Big Impact: UDFs & Formulas

In this Lunch & Learn session, Paul Natalizio, demonstrates how to leverage User-Defined Fields (UDFs) in Unanet AE to customize the system and capture important business information not available through standard fields. The presentation covers UDF design, configuration, deployment, and management across key areas such as clients, vendors, projects, employees, contacts, fixed assets, and project structures.

Attendees will learn how to create and maintain UDFs, control field behavior, improve data collection, enhance reporting capabilities, and support firm-specific processes. The session also explores best practices for naming conventions, security considerations, reporting integration, and long-term system maintenance.

Whether your organization needs to track additional project information, client attributes, operational metrics, or custom business data, this session provides practical guidance for maximizing the flexibility and value of Unanet AE.

This training is ideal for system administrators, accountants, project managers, operations leaders, and power users looking to tailor Unanet AE to meet their organization's specific needs.