Admin Setup - Posting Options

Overview

This screen can be used to define a number of system wide invoicing and posting related attributes, such as the desired Billing and Revenue Recognition rates for use in Cost Plus calculations, and which dates are to be used with respect to identifying Labor and Expenses for inclusion in Invoice related processes. These values are specified at the system level and will be used when posting data for all projects.

The values on this screen must be defined before any Post processes can be initiated.

Should these options be modified after having posted data, future calculations will be determined on the current values and existing / historical entries will not be impacted.

Roles

This screen is available to users having the Administrator role.

License

This screen is available with the Project Tracking, Project Portfolio, and Project Financials family of Unanet licenses.

Topics covered on this help page include:

• Example screen

• Field Descriptions

You may also be interested in:

• Project Accounting > Instructional Guide    (search for this topic in the Knowledge Center)

• Billing > Instructional Guide    (search for this topic in the Knowledge Center)

Example Posting Options Setup maintenance screen:

Field Descriptions (click on a link below for additional information):

The Default button will set each of the options to a Unanet determined default value.