Jessica Gandy presented a session on credit card expense management, demonstrating a new import tool that streamlines transaction entry through a dashboard interface. She also reviewed the credit card reconciliation workflow, including expense reporting methods and matching transactions to purchase journals.

Martha Griffith presented a session on Expense Codes and Expense Groups, explaining how expense codes categorize non-labor expenses and support unit billing. She reviewed expense group setup, including markup rates, GL mapping, and project-level overrides, shared practical tips on dates and recalculating markups, and addressed common unit billing challenges.

Tammy Kilhullen presented on project planning and template management in Unanet, demonstrating project templates, rate increases across fiscal years, and timeline adjustments using the Gantt chart. She also covered resource groups, budget calculations, permission settings, and addressed questions around moving time entries and billing issues.

Tammy Kilhullen presented on year-end processes, sharing a checklist and a custom report to identify prior fiscal years not closed. She also reviewed cash basis accounting, overhead allocation, revenue generation, and applying ICC to projects.

Courtney Drews presented on the topic of Queries. This session covers the process of building and using queries. Courtney demonstrated various aspects of query building, including filtering, sorting, and using the data dictionary.