Learn 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.

Learn how to use Project Central 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.

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 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.