Amy Schulz presented how Unanet’s value can be extended through task-specific enhancements, highlighting how AI is expanding capabilities beyond traditional APIs.

She showcased customized, task-specific tools like project planning, dynamic invoicing, dashboards, and revenue forecasting, along with broader customization possibilities.

Martha Griffith presented a case study on Frederick Seiber & Associates' use of Unanet AE for project management, highlighting their direct entry system and efficient project lifecycle process. The team discussed various aspects of project management processes, including opportunity tracking, dashboard customization, and timesheet approval methods, with different participants sharing their experiences and suggestions for improvement.

Janice Barton presented an overview of the new Unanet AE Dashboard Group release, highlighting the ability to assign employees to multiple dashboard groups and the updated assignment process. She also briefly covered dashboard group management, permissions & common troubleshooting tips.

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.

Lynne Kloes presented on General Ledger Budgets in Unanet AE, demonstrating key financial management and reporting capabilities. She reviewed budget creation, dashboard customization, and data consolidation, and provided hands-on examples of financial reports and metrics.

Janice Barton presented on Unanet dashboards, covering their purpose, setup, permissions, and how they support project management, along with configuration and customization options.