Pay When Paid (PWP) Process

In this Lunch & Learn session, Jessica Gandy, demonstrates the Project Administration (PA) Bill Review process and Pay When Paid (PWP) functionality within Unanet AE. The presentation covers reviewing work-in-progress (WIP), evaluating billable transactions, managing billing statuses, preparing invoices, and tracking consultant and subcontractor expenses tied to client payments.

Attendees will learn how to identify billing issues before invoices are generated, manage write-offs and adjustments, review project financial data, and streamline collaboration between project managers and accounting teams. The session also explores how Pay When Paid helps organizations monitor vendor invoices, consultant costs, and reimbursement obligations that are dependent upon customer payment.

Additional topics include fixed fee and time & material billing, invoice review workflows, payment tracking, reporting, and best practices for improving billing accuracy, cash flow management, and project profitability.

This training is ideal for accountants, billing specialists, controllers, project managers, and Unanet AE administrators responsible for project billing, accounts payable coordination, and financial oversight.