An Administrator can create metrics by going to Configuration > Metrics > Calculated Columns. This video goes over how to create metrics: Make sure you have the correct Chart of Accounts selected on the top right corner. Press the yellow + icon to create a new one. Enter the column name, then you can use the fields provided to create the formula. In the example below, we have created a column that will calculate the dollars per fully enclosed covered area. The formula will ta

This article is to troubleshoot the error message: "We could not sign you in to Outlook, please see the error: {"name":"API Not Supported","message":"The identity API is not supported for this add-in."" The error occurs because Outlook sometimes does not correctly install and synchronise the application with the App Store. Our suggested resolution to this problem is: Remove the application Go to File -> Manage Add Ins My Add-ins Find UniPhi for Outlook, click the 3 dots and r

A credit note is used to adjust or reverse previously invoiced amounts within a contract. In UniPhi, this is done by entering negative values against deliverables or variations and then issuing the credit note through a document workflow. Step-by-Step Instructions 1. Select the Project Choose the relevant project from the project dropdown where the credit note needs to be issued 2. Open the Contract Go to the Contracts Module and select the relevant revenue contract associate

Overview Delegations in UniPhi control who is required to approve documents (such as Progress Claims or Invoice Approvals) and under what conditions (e.g. value thresholds). This ensures governance, accountability, and structured approval workflows across projects. Delegations are configured at the Template level, meaning they apply automatically to all documents generated using that template. How to Edit Delegations Follow these steps to configure or update delegations: Go t