OAS Resource Hub
Resources, events, information, and tips
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OAS News
OAS Releases Custom, Task Specific, Tools to Add-On to Your ERP!
Want to explore our available custom tools, request more info on available custom tools, or schedule the implementation of a tool?
Stay In The Loop…Join The OAS Mailing List!
Want to stay up to date on News, Updates, Shareworthy Information, Industry Insights, etc… Join the OAS mailing list and be kept up to date!
Deltek Announces They are Sunsetting Vision!
Deltek Vision 7.6 will receive a final year-end update in January 2026 and then will move to sustaining support. Sustaining support for Deltek products means no new software enhancements, hot fixes or regulatory updates. Access to your instance of Vision in the Deltek Cloud will wind down in the first quarter of 2027.
You have options!
OAS Achieves Certified Woman Owned Status by WBENC!
May 20, 2025 – OAS is proud to announce that we are certified as a Women’s Business Enterprise (WBE) through the Women’s Business Enterprise National Council (WBENC), the nation's leading third-party certifier of businesses owned and operated by women.
The meticulous WBENC Certification process has confirmed that our business is at least 51% owned, operated, and controlled by a woman or women, and has the appropriate structure and strategic business planning and implementation in place.
By including women-owned businesses among their suppliers, corporations and government agencies demonstrate their commitment to fostering diversity and the continued development of their supplier diversity programs, which in turn empowers women as leaders and brings about a more diverse, balanced and sustainable economy.
Unanet Announces 2024-2025 Partner of the Year Awards
Dulles, VA, March 20, 2025 – Unanet, the leading provider of project-based enterprise resource planning (ERP) and customer relationship management (CRM) for the government contracting (GovCon) and architecture, engineering, and construction (AEC) industries, today announced its 2024-2025 Partner Award winners. The awards recognize software, consulting, and infrastructure companies within the Unanet Partner Network that set the standard for simplifying and optimizing operations for project-based businesses. Click on title to read full article.
OAS received SMB Partner of the Year, Again!
Unanet Announces Annual Partner Awards, OAS honored as 2023-2024 A/E Partner of the Year
Dulles, VA, March 20, 2024 – Unanet, the leading provider of project-based enterprise resource planning (ERP) and customer relationship management (CRM) for the governmental contracting (GovCon), and architecture, engineering, and construction (AEC) industries, today announced its 2023-2024 partner award winners. The partner awards recognize companies that have excelled at helping Unanet ERP and CRM customers meet their business goals.
These honored companies distinguished themselves by engaging and collaborating with Unanet and a vast list of customers, bringing about business success for all involved. They offer flexible expertise in specialized areas that add to customers’ Unanet solution and fortify its industry-leading technology.
Unanet Celebrates 2022-2023 Partners of the Year
Dulles, VA, March 16, 2023 – Unanet, the leading SaaS project-based ERP and CRM provider, today announced the winners of the 2022-2023 Unanet Partner Awards. The annual partner awards recognize companies that have excelled at helping Unanet ERP and CRM customers succeed in both the government contracting (GovCon) and architecture, engineering and construction (AEC) industries.
These honored companies distinguished themselves by engaging and collaborating with Unanet and a vast list of customers, bringing about business success across the board. Some of the partners have created seamless integrations with Unanet through Unanet Connect, the industry’s first and only open integration platform, which currently has more than 45 applications.
Unanet Honors OAS as 2021 A/E Partner of the Year at Champions User Conference
Unanet, the leading SaaS project-based ERP ad CRM provider, announced the winners of the Unanet Partner Awards at its annual Champions Conference, which took place in Phoenix in May 2022. The annual partner awards recognize companies that have exceeded expectations and excelled at helping Unanet ERP and CRM customers succeed in both the government contracting (GovCon) and architecture, engineering and construction (AEC) industries. Link to Article
Unanet A/E 2020 Partner of the Year
Outsourced Accounting Services is honored to have been recognized as the Unanet A/E 2020 Partner of the Year! Thank you to our outstanding team, our industry partners, and, most importantly, our clients for allowing us to provide such exemplary service doing work that we love!
Software Info, Tips & Helpful Resources
🛠️ Custom ERP Tools from OAS
OAS has developed powerful add-on tools that makes using your ERP even better!
Custom Dashboards
Custom Tabs
Custom Actions
Custom Tools and More…
[CLICK HERE] to learn more and explore the available Custom Tools
[CLICK HERE] to request more info on specific Custom Tools
🛠️ Dynamic Invoicing Tool from OAS for Unanet AE
OAS has developed a powerful add-on tool that makes managing invoice layouts in Unanet AE easier and far more flexible.
With this tool, you can:
✅ Use ONE invoice template for all projects
✅ Configure billing rules directly within the project using a wizard-like interface
✅ Mix and match billing types at any level—Project, Phase, or Task
✅ Choose which levels to print on the invoice and post to the sales journal
✅ Gain confidence that invoices will generate correctly—with fewer manual steps and variables to manage
Save time. Reduce frustration. Say goodbye to:
❌ Constantly double-checking invoice filters
❌ Guessing which invoice template to use
❌ Making repetitive updates across multiple templates
❌ Forcing your project setup to fit rigid invoice formats
[CLICK HERE] to request more info or to schedule your implementation.
🚩16 Red Flags It’s Time to Rethink Your ERP🚩
The ERP experts at OAS have created a self assessment checklist to help you determine if its time to explore alternatives for your current business management system.
Use this checklist to spot hidden inefficiencies that cost time, money and opportunities.
CLICK HERE to download the self assessment checklist.
📊 Financial Health Report Card
Determining the current financial health of your firm can be a daunting task. The experts at OAS have created a self assessment to help you!
CLICK HERE to request a copy of the self assessment.
CURRENT Unanet AE Release (Release 26.1)
Release 26.1 delivers early access to key financial enhancements, performance improvements, and important fixes.
Release Dates (Cloud)
Sandbox - General Availability: Jan 9, 2026
Production - Early Adopters: Jan 23, 2026
Production - General Availability: Feb 6, 2026
What’s New
Revenue Recognition (Limited Beta): Supports Time & Materials and Fixed Fee contracts (sandbox only, select customers).
PA/PM Bill Review (Limited Beta): Modernized bill review with improved usability and performance.
Performance Improvements
Faster Projects applet
Improved project retrieval in PM/PA Bill Review
Fixes
Correct authentication error handling
Improved timesheet project search performance
Budget calculation and timesheet revision report fixes
Training
Updated release training will soon be available in Unanet University
[CLICK HERE] to login to the Unanet portal to see this and other release training videos as they become available.
Unanet AE Year-End Process Checklist
The Year-End Closing process in Unanet AE doesn't have to be overwhelming. OAS has put together a helpful checklist to walk you through each step.
If we can help further with your Year-End process please contact us here: Contact Us!
CLICK HERE to download the Unanet AE Year-End Checklist!
Unanet AE Dashboards Configuration and Maintenance Guide
Dashboards in Unanet AE are a powerful feature designed to provide users with real-time, visual insights into various aspects of their business, helping them make data-driven decisions. This downloadable guide provides insight and tips on configuration and maintenance of Unanet AE Dashboards.
If we can help further with your Year-End process please contact us here: Contact Us!
CLICK HERE to download the Unanet AE Dashboard Guide!
Unanet AE Keyboard Shortcut List
Much of your work in Unanet AE can be done without taking your hands off the keyboard, which allows you to quickly tab through screens to enter information. Data Grids feature the same tab-through functionality along with arrow key navigation and type-to-edit.
CLICK HERE to download the Unanet AE Keyboard Shortcut List!
Happy Fall 🍂 We are excited to announce the GA release of Unanet AE ERP 24.10 with enhancements designed to improve efficiency for your firm. Click on the title above to see the highlights.
Latest Unanet Product Enhancements Demonstrate Dedication to Customer Experience and Success
Unanet, the leading SaaS project-based Enterprise Resource Planning (ERP) and Customer Relationship Management (CRM) provider, today released the latest enhancements to its award-winning software. The new features are designed specifically to give customers integrated, industry-leading service and support, and further demonstrate why Unanet is rapidly becoming the ERP and CRM provider of choice for thousands of government contractor, architecture, engineering and construction companies across the nation. Click on the title above to read full article.
Project Financial Management Best Practices to Follow
Click on the title above to check out Unanet’s latest blog post written by Lucas Hayden about Project Financial Management Best Practices and follow to https://unanet.com/blog/project-financial-management-best-practices
Case Studies
Click Here to see Testimonials
Click image below to download report
Frederick Seibert & Associates, Inc
Read how Frederick Seibert & Associates, Inc Streamlined Operations and Enhanced Efficiencies with Unanet AE and OAS!
Events
Lunch & Learn with OAS
Join the OAS team of experts in a bi-weekly Unanet AE discussion and Q&A session.
When: Every other Monday @ 12:00-1:00 PM EST
Where: Virtual via Zoom (complete the form to receive the Zoom link)
Each session features expert-led discussions on specific Unanet AE topics and an open Q&A. It's a valuable chance to gain insights, expand your knowledge, and troubleshoot challenges with other users.
Who should attend?
Unanet AE users with questions or challenges
Those looking to learn from peers' experiences
Anyone interested in maximizing Unanet AE's capabilities
Anyone interested in seeing Unanet AE in action.
[Sign up now to reserve your spot!]
Is There A Topic You’d Like Covered? Click the Button Below And Let Us Know!
Complete the following form to receive the link to this series:
Unanet 2026 Champions Conference
April 20 – April 23, 2026
Gaylord Pacific Resort & Convention Center - San Diego, CA
Champions Conference is Unanet’s annual customer event bringing together business leaders, seasoned users, and enthusiastic newcomers alike to share insights, learn best practices, and support each other.
OAS - Event Sponsor
Unanet 2025 Champions Conference
April 29 – May 2, 2025
Atlanta Marriott Marquis - Atlanta, GA
Champions Conference is Unanet’s annual customer event bringing together business leaders, seasoned users, and enthusiastic newcomers alike to share insights, learn best practices, and support each other.
OAS - Event Sponsor
Ajera Users Conference (AUA) 2025
When: April 22-25
Where: New Orleans, LA USA
OAS is a Gold Event Sponsor.
OAS is also hosting a lunch at the conference on Wednesday 4/23 from 12:00-1:00 CDT. If you’d like to join OAS for this lunch and learn Click Here to sign up, seats are limited!
OAS Lunch & Learn Recordings (Unanet AE)
(Click on each image below to download the respective recording)
Not seeing what your looking for? Submit Your Question or Topic Suggestion by Clicking the Following Button:
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.
Janice Barton presented on Unanet dashboards, covering their purpose, setup, permissions, and how they support project management, along with configuration and customization options.
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 Mahon reviewed labor distribution in Unanet, emphasizing accurate labor mapping, timely timesheet submission, and approval. She also addressed common timesheet and utilization challenges and clarified intercompany transactions.
Martha Griffith led a session on Project Planning, focusing on budgeting and allocation. Topics included managing different project cost types, using a test database, creating variance columns, budgeting in ODC, ICC, and OCC modes, allocation and timesheet workflows, project notifications, and building Gantt charts in both the desktop and web versions of Unanet.
Tammy Kilhullen led a session on resource planning and scheduling in Unanet, covering Resource Groups, the Project Plan Report, the Resource Scheduler, and the Labor Schedule Summary Dashboard. The session also reviewed planned versus actual hours and included a practical Q&A.
Martha Griffith presented on project planning in the web version of the system, demonstrating budgeting, resource scheduling, and Gantt chart features, and concluded with a discussion on web versus desktop advantages and a Q&A on workflow, customization, and reporting.
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.
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.
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.
John McPherson of ResultSet presented a session focused on extracting and manipulating data from Unanet AE into Excel using API endpoints. He walked through setting up API calls and authentication, demonstrated configuring and testing API calls in Excel using Power Query, and reviewed data transformation and refresh capabilities.
Randy Hodgins, guest presenter and subject matter expert with Unanet, presented on AR and AP automation in the Unit platform, demonstrating streamlined invoicing, payments, and reminders through configurable settings and Stripe integration. He also reviewed key automation tools and discussed approval workflows, system limitations, and scenarios requiring manual processing.
Amy Schulz presented “Demystifying Invoice Designs with the OAS Dynamic Invoicing Tool.” She reviewed common Unanet invoice design challenges, introduced the Dynamic Invoicing Tool as a flexible solution, demonstrated configuration and customization options, and concluded with Q&A.
Martha Griffith presented an overview of revenue recognition methods in Unanet, covering revenue equal to billing, Rev. Rec. Light, and post-earned revenue. She explained how each method functions, demonstrated Rev. Rec. Light and the custom Revenue Dashboard, emphasized the importance of consulting with auditors or CPAs when selecting a method, and noted upcoming enhancements to Unanet’s revenue recognition functionality planned for late 2025.
Paul Natalizio and Courtney Drews presented on Unanet Data Lake and Power BI integration, explaining how the Data Lake provides real-time, read-only access to production data in Power BI. They demonstrated dashboarding and visualization capabilities and highlighted advantages over Unanet dashboards, including combining data sources and external sharing.
Jessica Gandy demonstrated the Pay When Paid (PWP) feature, reviewing setup requirements, invoice processing, and key reports, and emphasizing the importance of proper payment terms and consultant codes to ensure accurate billing and revenue tracking.
Lynne Kloes presented on General Ledger Budgets in Unanet AE, demonstrating key financial management and reporting capabilities. She reviewed budget creation, dashboard customization, and data consolidation, and provided hands-on examples of financial reports and metrics.
Tammy Kilhullen presented a session on end-of-year processes in Unanet AE, demonstrating updates to expense codes, bill rates, and mileage rates for the new fiscal year. She also reviewed key year-end tasks including 1099 processing, benefit accruals, trial balance dashboards, balance sheet reviews, depreciation checks, and discussed audit trails and billing processes.
Janice Barton presented an overview of the new Unanet AE Dashboard Group release, highlighting the ability to assign employees to multiple dashboard groups and the updated assignment process. She also briefly covered dashboard group management, permissions & common troubleshooting tips.
Martha Griffith presented a case study on Frederick Seiber & Associates' use of Unanet AE for project management, highlighting their direct entry system and efficient project lifecycle process. The team discussed various aspects of project management processes, including opportunity tracking, dashboard customization, and timesheet approval methods, with different participants sharing their experiences and suggestions for improvement.
Team OAS presented a discussion to plan 2026 Lunch & Learn topics, with Mary filling in for Tim. Topics included SV/EV tables in Unanet AE, project planning, automation (AP/AR, timesheets), AI features, PA bill review, and custom columns and formulas. The meeting concluded with a reminder about the Champions Conference and OAS’s 1099 processing services.
Food for Thought
2024 BQE Architectural & Engineering Benchmark Reports
Creating a benchmarking report involves gathering and analyzing data to help firms understand their performance in key areas compared to industry standards. In these reports, BQE has aggregated anonymized data from over 1,400 Architectural and Engineering firms across the US, representing about 21,000 active users of BQE CORE software. By filtering this anonymous data, BQE is able to provide a clear snapshot of industry averages and best practices for KPI’s firms should regularly monitor.
Click Images below to request a copy of the reports:
Architectural Benchmarking Report
Engineering Benchmarking Report
Lead with Clarity: BQE 2025 Benchmarking Report for Architecture & Engineering Firms
In a competitive and fast-changing A&E landscape, firm leaders are under more pressure than ever to make smart, strategic decisions. Whether you're designing buildings or managing complex infrastructure projects, success depends on knowing how your firm is really performing—and how it compares to the rest of the industry.
The 2025 Architecture & Engineering Firm Benchmarking Reports gives you data from over 1,000 firms to help you assess performance, improve efficiency, and lead with confidence. From profitability and utilization to labor costs and growth trends, gain the insight you need to stay ahead.
Click Images below to download your FREE copy of the reports:
In this day and age, all organizations are looking to differentiate themselves from one another. Each architecture or engineering firm is looking to be different from the next one. That involves focus; getting all of the individual people in an organization working towards the same goal. When you want to stand out from the crowd, you don’t claim that your competitive differentiation is the way that we run our reports, enter our journal entries, or process our billing. Organizations look to their people for differentiation. More and more organizations are looking to let someone else manage certain aspects of the business, so the people in the organization can focus on the competitive differentiation. They say that they are not going to manage their own 401k or process their own payroll.
Organizations are realizing that they can gain an advantage by letting somebody else manage their day-to-day accounting for them. Outsourced Accounting Services (OAS) can manage that day-to-day accounting and help you to focus on the strengths of your firm.
Please contact us at info@4oasllc.com to find out how we can help your people focus on competitive differentiation while we handle some of the accounting activities that distract your people from the goal.