Team OAS and attendees shared highlights from the , 2026 Champions Conference, including networking, educational sessions, and upcoming Unanet enhancements.

Topics included RevRec updates, bank feeds, CRM improvements, automations, analytics best practices, and the new Knowledge AI feature. Attendees also shared positive networking experiences and excitement for next year’s conference in Denver.

PARIS Technologies showcased BI tools for Unanet, including Power Analytics for FP&A and Project Reporting, using Excel add-ins for real-time, customizable reporting.

These tools support budget vs. actuals, forecasting, and multi-dimensional analysis within a familiar Excel interface.

Martha covered accrual vs. cash accounting and how Unanet can convert to cash basis.

She then demonstrated Financial Statement Designer, including building custom reports, setting up columns and lines, using financial statement groups, and key features like summary vs. detail, multi-org, and year-over-year reporting.

Amy Schulz presented how Unanet’s value can be extended through task-specific enhancements, highlighting how AI is expanding capabilities beyond traditional APIs.

She showcased customized, task-specific tools like project planning, dynamic invoicing, dashboards, and revenue forecasting, along with broader customization possibilities.

Tammy Kilhullen presented an overview of project planning in the Unanet web app, covering project templates, Gantt charts, budgeting, resource allocation, and scheduling.

She also highlighted key differences between the web and desktop versions and shared insight on upcoming enhancements. 

Jessica Gandy presented “Projects 101,” covering key project setup topics in Unanet, including changing fee types, managing allowable dates for time and expenses, using project and WBS templates, and setting up rate schedules and report types. Participants asked questions about converting unit rates to fixed fees and applying overhead and profit multipliers.

Paul Natalizio presented an overview of user-defined fields (UDFs) and user-defined tables (UDTs) in Unanet AE, highlighting customization capabilities such as creating and managing UDFs, using the Layout Manager for custom forms, and implementing user-defined lists and tables. He also shared practical use cases, including tracking contact information and educational data

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.