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.

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.

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.

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.

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.