OAS Lunch & Learn Video Library
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Project Central (Desktop)
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.
2026 Unanet Champions Debrief - Shares from Team OAS
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.
Dynamic Invoicing
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.
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.
