Custom Tools

Custom Tools Built for AEC Firms by OAS

OAS develops purpose-built tools and enhancements that extend the power of your ERP system.

From custom invoices and analytic dashboards to automated reports and tailored workflows, our solutions are designed to bridge system gaps, save time, and improve accuracy.

Each tool is developed in-house by our expert consultants to meet the unique needs of AEC firms.

NOTE: All OAS-developed tools are provided FREE; however, implementation, configuration, and training time is billed at established hourly rates.

Click Below To Explore Custom Tools For Your ERP:

unanet ae tools

Click Below To Request More Info About Our Tools:

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UNANET AE - CUSTOM TOOLS

  • This dashboard is designed to be an internal reference for your team, including Unanet tips and tricks, and standard recurring tasks lists that you can adapt and export.

  • This dashboard provides an overview of project financials with a focus on labor costs.

  • This dashboard includes components to facilitate expense sheet import, assigning expense codes, and reminding employees to submit expenses.

  • This custom solution can be programmed to recognize revenue using any method your firm requires, including methods that differ from the system methods of Revenue = Billed or Revenue = Billed + WIP. 
    (This customization requires coordination with Unanet to implement.)

  • This dashboard provides a system of purchasing tools that enhances the built in purchase order system.  Each dashboard is customizable to your specific purchase order workflow and approvals, and allows you to manage purchase orders in parts without splitting the incoming item.

  • This is a platform that can be adjusted to any needs for capturing and displaying an audit log of changes made to various data.  This tool can also be used to track the time certain actions take in the system, for example, dashboard loading times.

  • This dashboard mimics the approval applet, but allows users to view the information more similarly to the timesheet view.  It also displays both regular and OT hours separately.

  • This dashboard allows you to plan by Project AND Employee simultaneously.

  • Users enter a percentage of each project expected to be billed for each month, and then this dashboard reflects the entered projections.

  • This dashboard is designed for accounting staff to view expense reports that have been approved by the supervisor.  It displays the main header of the expense sheet with details below.  Functionality can be included that allows users to make minor changes before completing the accounting approval.  Accounting staff can approve and post to the employee reimbursables journal directly from this dashboard.  If there are multiple org units in the system, accounting staff can also select which employee payable account, and which clearing account, should be assigned.

  • This dashboard enables users to quickly review accounts receivable, including the most recent invoice comment.

  • This dashboard displays all unposted expense sheets and includes the assigned GL code.

  • This dashboard is designed to track unpaid accounts payable, even if they are not linked to an invoice.  It displays the last sales journal, including the last received date. 

Enhance Your Unanet AE System
Our custom Unanet AE tools bridge functionality gaps, automate key processes, and deliver actionable insights.

OTHER CUSTOM TOOLS

  • In Unanet AE, a different invoice design is required for every variation of the following:

    • Number of levels on the project

    • Level of the project where the contract lives

    • Level of the project where the revenue should be posted

    • Level of the project that you'd like to display on the invoice

    • Post revenue to specific Org Units

    This greatly limits a user's flexibility when creating and managing new projects.  Additionally, it means there are a lot of variables that can accidentally affect the project's invoicing to work correctly including making sure that you have the correct invoice template attached to the project.  Managing multiple invoice templates and ensuring the one selected will bill as intended can be tedious and confusing.

    This invoicing solution allows for one invoice template to be used on any project, regardless of the billing type (TM, NTE, FF, etc.), contract level, print level, and post level.

  • This tool is an additional tab in the Projects applet.  It can be utilized to eliminate the repetitive right clicks done to adjust Contract Levels/Caps, Invoice Filters, Rate Schedules, etc.

  • This tool is a Project applet tab that can add the Project Figures information anywhere in the system as a pop-up window.  It can also be a traditional or analytic dashboard.

  • This customization allows users to select expense code items to add to a project for billing without access to Purchase Journals.

  • This customization allows users to enter a discount amount which can be tracked as “Other Revenue” with a custom GL Account and be reflected at the bottom of the invoice.

  • This action allows users to dictate which org each phase or task of a project should post revenue to, and automatically reallocates during invoice posting.

  • With this customization, you can set specific benefits to accrue on a schedule automatically. 

  • This tab is added to the Project applet and allows you to allocate revenue to different org units/profit centers.

  • This tool automatically creates new timesheets for active employees based on your schedule.

CUSTOM DASHBOARDS