Unanet AE custom development

See what custom actions can do—without exposing the code.

Browse client-ready examples of dashboards, editors, automation tools, and workflow enhancements built for Unanet AE.

Sanitized demosNo source code exposedBuilt for real workflows
Project Dashboard
Contract Editor
Billing Tools
Intercompany ProjectsLive Demo
Projects148
Active132
Companies7
ProjectCompanyStatus
24-1042.00TSGActive
24-1187.00HFWActive
25-0018.00TSGInactive

Solution catalog

Custom actions built around your process

Demo preview
ProjectsDashboard

Intercompany Projects Dashboard

Identify intercompany projects, filter by company and active status, and drill into the share organizations that make each project intercompany.

  • Sortable, filterable project grid
  • Share organization drill-down
  • Fast local-session caching
View solution →
Demo preview
ProjectsAdministration

Contract Address Editor

Give project teams a focused interface for maintaining contract and billing address details without forcing them through multiple Unanet screens.

  • Guided address editing
  • Contact lookup workflow
  • Project UDF updates
View solution →
Demo preview
ProjectsDashboard

Project Status Change Dashboard

Surface project activations and deactivations in a clean audit view so operations teams can see what changed, when, and by whom.

  • Change history and audit context
  • Project and company visibility
  • Operational review workflow
View solution →
Concept
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BillingAccounting

Billing & Journal Workflow Tools

Streamline repetitive billing, journal, review, and validation tasks with focused actions designed around your accounting team's exact process.

  • Validation before posting
  • Batch-oriented workflows
  • Reduced manual navigation
View solution →
Concept
AdministrationDashboard

Audit & Monitoring Dashboards

Turn behind-the-scenes system changes into clear, reviewable dashboards for administrators, finance teams, and project leadership.

  • Change tracking
  • Exception-focused views
  • Custom filters and drill-downs
View solution →
Custom
+
Custom

Your Workflow, Built to Fit

If your team has a repetitive process, awkward multi-screen workflow, or reporting gap in Unanet AE, we can design a custom action around it.

  • Discovery and workflow mapping
  • Custom UI and business rules
  • Deployment support
Discuss your workflow →

Built for evaluation

Show the experience, protect the implementation.

1

Sanitized preview

Prospects see screenshots, recordings, and sample data—not your PowerShell, SQL, API details, or credentials.

2

Live walkthrough

For qualified opportunities, Technik can demonstrate the workflow in a controlled demo environment.

3

Tailored implementation

The final action is configured for the client's environment, permissions, workflow, and data structure.

Have a process worth improving?

Turn it into a focused Unanet AE action.

We'll review the workflow, identify what can be automated or simplified, and show you what the finished experience could look like.

Request a demo