Invoicing Process for Project Managers

This Lunch & Learn, led by Lynne Kloes with OAS, explores PM Bill Review in Unanet AE and how it empowers project managers to play a more active role in the invoicing process. The session demonstrates how to review labor and expense transactions, validate billable charges, manage billing statuses, and communicate invoice notes directly to accounting.

It also covers reviewing fixed-fee projects, monitoring contract progress, and understanding how project-level decisions impact billing accuracy and cash flow. By leveraging the PM Bill Review workspace, firms can improve collaboration between project managers and accounting, reduce billing errors and invoice revisions, and ensure invoices are accurate, timely, and aligned with project performance before being sent to clients.