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Steps to Prepare Your Data for AI in UniPhi
Maximise UniPhi’s Own Modules Use UniPhi’s built-in modules to capture as much operational and project information as possible. The more complete your records, the better the AI output. Import Data from Other Systems UniPhi offers multiple integrations. If you use other tools such as Microsoft Project, Primavera P6, or even Excel spreadsheets of past projects, you can import that information directly into your UniPhi deployment. This can be historical project data, cashflow p
Feb 122 min read


Leveraging the UniPhi 21 AI Summariser
Introduction to the AI Summariser UniPhi 21 introduces the AI Summariser, powered by OpenAI’s ChatGPT, directly within the platform. This feature provides quick, context-aware summaries of documents, issues, and comment threads, without needing to copy and paste text into external tools. By condensing lengthy reports or complex discussions into concise, actionable overviews, the AI Summariser can save significant time and improve decision-making. Key Concepts Contextual Sum
Feb 112 min read


Part 3: Verify Transaction in Xero
Step 3.1: Verify Transaction in Xero Confirm that the bill is now visible in Xero. 1.Log in to Xero. 2.Navigate to Accounting > Reports and run the Account Transactions report for the relevant date range. 3.The successfully exported bill (e.g., INV-1234 for $22,000.00) will now appear in the Xero transaction list under the designated expense Account Code (412).
Feb 101 min read


Understanding Benchmarked Autophasing Cash Flow in UniPhi
Leveraging Historical Data for Financial Projections UniPhi 20 (and subsequent versions such as UniPhi 21) includes a benchmarked autophasing cash flow capability. While not a self-learning AI, it is an advanced algorithm that acts as a precursor to machine learning by using historical data to generate accurate projections. This feature enables informed decision-making by creating realistic spend profiles and timelines based on comparable past projects. In effect, it turns y
Feb 103 min read
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