PARIS Technologies showcased BI tools for Unanet, including Power Analytics for FP&A and Project Reporting, using Excel add-ins for real-time, customizable reporting.

These tools support budget vs. actuals, forecasting, and multi-dimensional analysis within a familiar Excel interface.

Martha covered accrual vs. cash accounting and how Unanet can convert to cash basis.

She then demonstrated Financial Statement Designer, including building custom reports, setting up columns and lines, using financial statement groups, and key features like summary vs. detail, multi-org, and year-over-year reporting.

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

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.

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.

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.

Tammy Kilhullen presented on year-end processes, sharing a checklist and a custom report to identify prior fiscal years not closed. She also reviewed cash basis accounting, overhead allocation, revenue generation, and applying ICC to projects.

Courtney Drews presented on the topic of Queries. This session covers the process of building and using queries. Courtney demonstrated various aspects of query building, including filtering, sorting, and using the data dictionary.

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