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.