This Lunch & Learn, presented by Martha Griffith, focused on how CFOs analyze financial statements to identify trends and better understand a firm’s financial health.

Martha demonstrated Unanet tools for customizing financial reports, including income statements and cash flow statements, and shared practical tips for improving financial reporting and system use.

Learn why connecting your CRM and ERP is critical for AEC firms.

Courtney Kearney of CKearney Consulting, Mary Boyd, and Tim Cowher of OAS discuss how an integrated system improves collaboration, eliminates duplicate data entry, enhances forecasting, and provides a single source of truth to help firms win more work and deliver more profitable projects.

Paul Natalizio presented an overview of user-defined fields (UDFs) and user-defined tables (UDTs) in Unanet AE, highlighting customization capabilities such as creating and managing UDFs, using the Layout Manager for custom forms, and implementing user-defined lists and tables. He also shared practical use cases, including tracking contact information and educational data

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.

Paul Natalizio and Courtney Drews presented on Unanet Data Lake and Power BI integration, explaining how the Data Lake provides real-time, read-only access to production data in Power BI. They demonstrated dashboarding and visualization capabilities and highlighted advantages over Unanet dashboards, including combining data sources and external sharing.

John McPherson of ResultSet presented a session focused on extracting and manipulating data from Unanet AE into Excel using API endpoints. He walked through setting up API calls and authentication, demonstrated configuring and testing API calls in Excel using Power Query, and reviewed data transformation and refresh capabilities.

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