OAS Lunch & Learn Video Library
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Pay When Paid (PWP) Process
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.
AR & AP Automations
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.
