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Navigating Unanet's Knowledge Center & Help Documents

Differences between the Knowledge Center and the Help Docs


Description

Tool

Examples of how to use

Versioned?

KC

The Unanet Knowledge Center (KC) is a resource offered to share best practices, FAQs, and various scenarios. Tends to address business needs pulling together multiple entries from KC or Help, tends to be more process related.

Content is created and updated on a weekly basis, highlighted entries are shared with Customers via the customer newsletter.

The KC is the WHY and the HOW TO DO IT. The KC covers steps across functionality to solve business processes.

Confluence
  • FAQs
  • Videos
  • Recorded webinars
  • Business case usages
  • Quick Topics that may pull together multiple Help and KC areas
  • Best practices


No – will address current version.

This means if you are on an older version of Unanet you may see functionality addressed which your version does not have.

Help

The Help is detailed technical documentation that covers every aspect of every field in Unanet as well as some related processes.

The Help is the WHAT and the HOW IT WORKS.

RoboHelp
  • Technical functionality and purpose of every screen and field in Unanet
  • Import file requirements

Yes.

For the most current Help, use either:

  • The generic help:

https://help.unanet.com/current/index.htm

  • Your Unanet system’s Help link (if you are upgraded to the most recent version), which may look something like:

https://mycompany.unanet.biz/mycompany/docs/


For older versions, consult Support.unanet.com.

Example of older version of Help, first release of Financials:

https://help.unanet.com/unanet10_0/index.htm


Overview of KC

Design - Browsable and Searchable

  • Browsable
    • Topical hierarchy in the left menu including Admin, Expense, Financials, Time, etc.
    • Some pages could easily fall into two or more categories, but we must commit to one. Example: Credit Card which was recently moved to Integrations area but relates to Expenses as well.

  • Searchable
    • Sample search on Overtime
      • Multiple results including a Best Practices page on Overtime, as well as other related pages like Overtime Authorization, Straight Time Overtime, Uncompensated Overtime, etc.
    • Confluence Search Syntax Guide

Upper left links to Support, Unanet Help, and Unanet commercial website



Overview of Help

The Help is organized topically with a similar hierarchy to the KC.

The Help covers technical details of every field and function in Unanet. 

  • BROWSABLE: Topical hierarchy.
  • SEARCHABLE: Searching on "overtime" here will bring up the technical page on Pay Codes.


Sharing information from KC

For one page

  • Send a link
  • Export to PDF or Word


For multiple pages into one PDF

You may be interested in downloading one document made up of multiple KC pages. For example, exporting the AP Guide or AR guide.

Detailed steps are here: Quick Topic - Exporting KC Pages to PDF


Sharing information from Help

When sending or embedding the link to a Help Doc page, always include the specific link within the current help documentation or within your instance of Unanet.


  • Search for the topic (such as "Admin import") in the upper right Search box of the Help.
  • Right click on the page name in the left menu.
  • Select "Copy link address".

 


Correct paste resulthttps://help.unanet.com/current/unanet_menu/admin/import/admin_import.htm

Incorrect paste result from browser address barhttp://help.unanet.com/current/index.htm

  • This link will lead to the current help docs home page, not to a specific page.


Sample Popular Topics

 

Sample Topic/Link

Supplemental Links

1

Quick Topic - Best Practices for Handling Time and a half Overtime and Double Time in Unanet

https://help.unanet.com/current/unanet_menu/admin/setup/setup_pay_codes.htm

https://help.unanet.com/current/unanet_menu/admin/setup/setup_employee_type.htm

https://help.unanet.com/current/unanet_menu/time/dilution.htm

https://help.unanet.com/current/unanet_menu/time/time_stored_procedures.htm

2

Quick Topic - Mobile Timesheets

https://help.unanet.com/current/unanet_menu/time/mobile_device_timesheet.htm
3

Quick Topic - Methods for Reimbursing Employee Expenses


Help Docs - Vendor Invoices

Help Docs - Vendor Payments

Help Docs - Bulk Vendor Payment Creation

KC - AP Admin Guide - Accounts Payable Process Flows

KC - AP Admin Guide - Vendor Creation

KC - AP Admin Guide - Create Vendor Invoice from Expense Report

KC - AP Admin Guide - Submit and Post Vendor Invoice

KC - AP Admin Guide - Bulk Vendor Payment Creation

KC - AP Admin Guide - Print Checks

KC - Quick Topic - Steps for Processing Payments via ACH

4

Quick Topic - Methods of Paying Employee Wages with Unanet Financials

KC - Vendor Profiles

KC - AP Admin Guide - Vendor Invoice Entry

KC - AP Admin Guide - Bulk Vendor Payment Creation

KC - General Ledger Guide - Journal Entry Process Flow

5

Quick Topic - Refreshable Web Queries

https://help.unanet.com/current/unanet_menu/reports/dashboard_reports.htm

http://knowledgecenter.unanet.com/x/JoBC

6

Quick Topic - How do I correct or negate an expense amount?

Help Docs - Expense Import

Help Docs - Working with Expenses

Help Docs - Setup of Expense Types

7

Quick Video - Timesheet Entry

Help Docs - Working with Timesheets

8

Quick Topic - How can users reset their own passwords?

Help Docs - Resetting your Password

9

Unanet Accounts Payable Instructional Guides

multiple
10

Procedures for Financials End-of-Month Close

FAQ - What are some considerations for year-end processing?

11

FAQ - Why doesn't a project appear in my timesheet?

Help Docs - Working with Timesheets
12

Quick Topic - ICE (Incurred Cost Electronically) Model

Webinar - ICE (Incurred Cost Electronically) MODEL

DCAA Government page on ICE

ICE_MyCo.xlsm

13 FAQ - Can I Hide Menu Options? Help Docs - menu.xml options
14

FAQ - How does Unanet help support your NIST SP 800-171 Compliance Goals?

NIST Special Publication

Unanet Webinar on NIST

15

AR Admin Guide - Accounts Receivable Process Flows


n/a
16

AP Admin Guide - Accounts Payable Process Flows

n/a
17

FAQ - Is there a Unanet System Data Flow Diagram?

n/a
18

KC - DCCA

Help Docs - Support for DCAA

KC - Webinar - Are You Ready for a DCAA Audit?

19

https://help.unanet.com/current/unanet_menu/admin/import/admin_import.htm


Pass us feedback

Send an email to Support@Unanet.com if you notice anything like the following in the KC:

  • If you see typos – or have suggested changes/additions.
  • As you navigate the Help and KC, if you see opportunities to link the help and KC together (cross reference)
  • We  maintain the ‘index’ in the help – that means we specifically add ‘keywords’ to a list – then link that keyword to specific pages. If you are struggling to find topics when entering certain keywords (that you believe are common) – do pass those keywords along (along with any topics you believe they should link to) and we can work them in.


Additional Information

KC - Webinar on Navigating Unanet's KC and Help documents


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