Name: Unanet ERP for AE
Rating: 8.3 (8 reviews)
Author: Unanet

Help Desk

Kiosk

Web and Video Conferencing

Customer Support

Help Authoring

Development

Business Intelligence (BI)

Collaboration

Contract Analysis

Knowledge Management

Supply Chain Visibility

Traceability

Enterprise

Accounting

Financial Research

Tax Compliance

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Employee Engagement

HR Management

HR Service Delivery

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

.Net Development

AIOps

Bug Bounty

Build Automation

Cloud Storage

Code Review

Data Center Outsourcing (Canada)

Data Integration

Data Recovery Service

Database-as-a-Service (DBaaS)

Encryption Key Management

Enterprise Service Bus

Fraud Detection

Integration Platform as a Service (iPaaS)

Low-Code Development

Mobile Data Security

Network Performance Monitoring

Rack Servers

Secure Access Control

Value Stream Management

Web Access Management

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Creative Management

Cross-Channel Campaign Management

Customer Journey Analytics

Email Marketing

Grant Management Software

Marketing Attribution

Marketing Automation

Social Media Management

Survey & Forms Building

Web Analytics

Marketing

Project Management

Professional Services

Conversation Intelligence

Customer Relationship Management (CRM)

Predictive Sales Analytics

Sales Dialer

Sales Training

Sales

Security Orchestration, Automation and Response (SOAR)

Security

Apparel

Estate Planning

Hospital Management

Insurance Underwriting and Rating

Last Mile Delivery

Online Ordering

Plagiarism Checker

Shipping

Veterinary

Vertical-Specific

Find top rated software and services based on in-depth reviews from verified users. 400+ software categories including PaaS, NoSQL, BI, HR, and more.

Unanet ERP GovCon

Unanet

Deltek Vantagepoint

Deltek, Inc.

BQE CORE

BQE Software Inc.

Deltek Ajera

Mosaic

MosaicApp, Inc

Atlassian Jira

Atlassian

Deltek Vision

Backlog

Nulab, Inc.

Microsoft Dynamics 365

Microsoft

Asana

Clearview InFocus is a versatile accounting system that is relied upon by users in the Finance team. It offers a range of use cases that cater to the needs of different departments within the organization. One prominent use case involves all employees using the software to enter time sheets for project-related time tracking. This enables efficient and accurate recording of time spent on different projects, allowing for better resource allocation and project management. 

Another key use case of Clearview InFocus is its ability to combine accounts, employee information, and project management data. By linking all relevant information, the software provides a comprehensive view of financial data and project performance. This integration streamlines processes and enhances decision-making capabilities across various departments, ensuring a cohesive approach to financial management.

Furthermore, Clearview InFocus generates various reports for management based on the consolidated data. These reports provide valuable insights into financial performance, project profitability, and resource utilization. With access to these reports, decision-makers can make informed choices regarding budgeting, forecasting, and strategic planning.

Overall, Clearview InFocus proves to be an essential tool for organizations looking to streamline their accounting processes and enhance overall financial management. Its use cases extend beyond the Finance team, allowing employees from different departments to contribute to accurate time tracking and utilize integrated data for better decision-making.

Lacking Canned Reports: Some users have expressed disappointment with the report module, stating that it is lacking in terms of canned reports. They feel that the available options are not comprehensive enough to meet their reporting needs.

Limited Customization Options: Several reviewers have mentioned that they find the customization options for reports to be limited. They would appreciate more flexibility in terms of designing and modifying their reports according to their specific requirements.

Difficult Data Manipulation: A number of users have found it challenging to manipulate and analyze data within the report module. They believe that the system could benefit from improved functionalities for manipulating data, such as advanced filtering and sorting capabilities.

Unanet AE, replacing the former Clearview inFocus acquired by Unanet, is a project-based business platform purpose-built to help A&E Project Managers, Finance Leaders and Executives drive profitability.

Acumatica delivers a set of cloud-based business software applications with dashboards, reporting tools, integrated document management, centralized security, and customization tools.

Acumatica

SAP S/4HANA Cloud

Unanet ERP for AE

Enterprise Resource Planning (ERP) Systems are business management software that allows an organization to use a system of integrated applications to manage the business. ERP systems integrate development, manufacturing, sales and marketing.

Enterprise Resource Planning (ERP)

Likelihood to Recommend

Unanet is software (Cloud or On-Premise) that over 1,200 project-based organizations depend on to reduce costs, improve employee productivity, invoice projects, manage financials, and provide visibility into work performed and scheduled.<br><br>Unanet provides:<br><ul><li>Resource Planning &amp; Skills Management</li><li> Budgeting &amp; Forecasting</li><li> Pipeline Management</li><li>Time Tracking &amp; Expense Reporting</li><li>Billing &amp; Revenue Recognition</li><li>Integrated Financials with GL/AR/AP/Purchasing</li><li>Indirect Rates and Cost Pools</li><li>Real-Time Reporting on Project Status, Performance, Margin, Costs, and Revenue.
</li></ul><br> Introductory videos are available at:

<a href="https://www.unanet.com/content/video-demonstrations">https://www.unanet.com/content/video-demonstrations</a>

General Ledger and Configurable Accounting

Financial management solution, including capabilities for general ledger and configurable accounting

Accounts payable

This includes the automation and tracking of payment to vendors and suppliers, with features such as payment scheduling, check printing, open purchase order alerts, document management, direct ACH bill payment, and vendor records.

Accounts receivable

This includes the management and automation of invoices and collections, with features like statements, invoices, receipts, payment reminders, customer records, auto billing, and refund checks.

Global Financial Support

Account using multiple ledgers, multiple currencies, and multiple entities

Primary and Secondary Ledgers

Record and report across multiple currencies and accounting standards with primary and secondary ledgers

Journals and Reconciliations

Automate and synchronize ledgers and processes

Configurable Accounting

Configure accounting rules and segments for each chart of accounts

Standardized Processes

Centralize financial management to facilitate standardized financial processes

Subledger and Financial Process

Revenue management solution including capabilities for subledgers and financial processes

Billing Management

Access role-based billing work area, perform discrete and recurring billing

Cash and Asset Management

Manage liquidity and cash requirements, asset transfers, disposals, reclassifications, and financial adjustments

Travel & Expense Management

Enter expenses from mobile devices, integrate credit card and travel booking, configure policy enforcement

Budgetary Control & Encumbrance Accounting

Control spending at any budget level or time interval

Period Close

Sustain fast close with integrated subledgers, intuitive dashboards, embedded collaboration

Inventory Management

The ability to track and manage the flow of goods or materials into and out of an inventory.

Inventory tracking

The software syncs orders and stock to maintain a real-time picture of inventory and supports multiple methods such as LIFO and FIFO.

Automatic reordering

The software can be set up to automatically reorder a good when it falls below a certain threshold.

Location management

The software can track multiple goods across multiple locations.

Order Management

The ability to process orders, and track them from quote to cash.

Pricing

Users can set up complex and unique pricing requirements.

Order entry

Users can enter an order once, and the data flows to all the necessary units such as fulfillment and billing.

Credit card processing

The software facilitates credit card processing.

Cost of goods sold

The software calculates the direct costs attributable to a finished product, such as materials and labor, and includes roll-up pricing.

Order Orchestration

Define and execute order fulfillment processes for products as well as services on the same order.

Payroll Management

Provides for pay calculation and benefit plan administration, in addition to managing direct deposit, salary revisions and payroll tracking.

Pay calculation

Pay calculation provides for computation of employee pay with state and federal deductions.

Benefit plan administration

Benefit plan administration is administration of health insurance plans and 401k plans, and other benefits.

Direct deposit files

Direct deposit is the ability to electronically transfer pay to an employee’s personal bank account.

Reporting & Analytics

Users can report on and analyze usage, performance, ROI, and/or other metrics of success.

Dashboards

Users can create, customize and share dashboards, which provide an overview of the most important metrics.

Standard reports

The software offers pre-built reports with metrics standard to the category.

Custom reports

Customization

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

API for custom integration

An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.

Plug-ins

A number of third-party plug-ins are available to expand the core functionality of the software.

This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.

Role-based user permissions

Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.

Single sign-on capability

The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.

Multi-factor authentication

User-level audit trail

Grants Management

Grants management solution for higher education, public sector, or non-profits with capabilities for managing financial awards for program and project funding

Award Lifecycle Management

Manage the life of program funding awards from initial funding to close-out

Project Financial Management

Project financial management solution including capabilities for project budgeting, cost control, billing and contract management.

Budgeting and Forecasting

Establish project budgets and forecast future project financials

Project Costing

Standardize, track, and control costs at all project phases

Cost Capture

Capture costs including those for procurement, financials or time and labor, including from external systems

Unanet ERP for AE
Formerly Clearview InFocus

Overview

What is Unanet ERP for AE?