This article describes how to move incorrectly posted time records from the wrong Ledger Card to the correct one in Unity ® Practice Management.
How to Access the Utilities Option
- Open the Accounts program.
- Click the Utilities icon.
- Double-click the Consolidate Time Ledgers option.
How to Consolidate Time Ledgers.
- Select a Matter code to transfer the time records from.
- Select a Matter code to transfer the time records to.
- Enter the Date range of the incorrect time records.
- Click Transfer Time Recording.
You can search for a Matter code by clicking on the three dots in the Matter code field.