In this Lunch & Learn, we will demonstrate how to include billing backup — such as subconsultant invoices and expense receipts — without manual effort. Improve accuracy, save time, and provide clients with the information they need to approve invoices more quickly.

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.

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.