Line item rollups

When you change the status of an invoice to Paid, the invoice line item amount rolls up to the program or project budget and to the account with which you associated it. You can attribute the different line items of one invoice to different projects or programs and to different accounts. Line items from multiple invoices can roll up to the same program or project.

There are two types of rollups:

  • Scheduled rollups occur on a scheduled basis.
  • Immediate rollups occur when you change the status of an invoice to Paid.
Note: Depending on the line item approval rules set by your Unica Plan administrator, line items can require an approval process before the invoice can be marked Payable. An invoice must be marked Payable before you can change the status of the invoice to Paid and roll up line items. For more information, see Invoice Line Item Approvals.