Nov 28, 20231 min read1. Creating ProjectsProjects need to be created so that all related items remain associated with an individual project, for example all documents and issues...
Nov 28, 20231 min read4. Create and Edit Service LineService lines are another way of filtering for information in UniPhi. The service line filter is generally focused on the various revenue...
Nov 28, 20231 min read8. How to Create a Chart of AccountsThere are 2 ways to create your Chart of Accounts: manual entry or import via excel. Only system administrators can create CoAs. Manual...
Nov 28, 20231 min read39. Team Selector The Team Selector option allows for selection of multiple Team Members from the Internal Resource Pool and assigning them to a specific...