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.

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.

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.