Mary Boyd discusses how to configure and manage benefit accruals in Unanet AE, including PTO, vacation, sick leave, accrual schedules, time-off management, reporting, and best practices.

This Lunch & Learn also includes a live Q&A covering payroll integration, employee exceptions, dashboards, and common implementation questions.

Lynne Kloes shows how to use PM Bill Review in Unanet AE to streamline the invoicing process and improve collaboration between project managers and accounting.

This session covers reviewing labor and expenses, managing billing statuses, adding invoice comments, tracking fixed-fee projects, and ensuring invoices are accurate before they're sent to clients.

Courtney Drews covers how to use Project Central (web version) Metrics in Unanet AE to monitor project financial performance, track key KPIs, analyze project health, and gain real-time visibility into contracts, billing, revenue, and profitability.

Courtney Drews shows us how to leverage Project Central (Desktop) in Unanet AE to manage project performance, review budgets, monitor billing, analyze labor, track profitability, and improve project oversight.

This training covers dashboards, bill review, scheduling, project analytics, custom filtering, and best practices for project management.

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.

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.

Tammy Kilhullen presented on project planning and template management in Unanet, demonstrating project templates, rate increases across fiscal years, and timeline adjustments using the Gantt chart. She also covered resource groups, budget calculations, permission settings, and addressed questions around moving time entries and billing issues.

Tammy Kilhullen presented on year-end processes, sharing a checklist and a custom report to identify prior fiscal years not closed. She also reviewed cash basis accounting, overhead allocation, revenue generation, and applying ICC to projects.

Courtney Drews presented on the topic of Queries. This session covers the process of building and using queries. Courtney demonstrated various aspects of query building, including filtering, sorting, and using the data dictionary.