This article covers Nominal Ledger Cards in Unity® Practice Management. 

How To Access A Ledger Card

1. Open the Accounts program.
2. Click the Ledgers icon.

How To View a Nominal Ledger Card

1. Click the Nominal Ledger tab:

2. Select a Branch:

3. Select the Search method:

   

   • By default, the system will search by nominal description. An alternative can be selected via the dropdown menu.

4. Enter the Information to search for:

   

   • The type of information entered will vary depending upon the search method chosen in step 1.
   • For more accurate results, enter as much information as possible.
5. Tick the Show Inactive checkbox to include inactive nominals.

6. Click Find, and the search results will be displayed.

7. Double-click the required record to raise the Nominal Ledger Card.

How To Print a Nominal Ledger Card

1. Click File on the top toolbar.

2. Select Print from the dropdown menu.

How To Display Purchase Ledger Details for a Transaction

1. Click on Display Ledger at the bottom right corner of the screen and select Supplier Ledger.

2. Click on Invoice Details.
3. The Invoice Details popup window allows you to view invoice details, split details and payment history. Here you have easy access to the relevant supplier ledger cards by selecting a record then clicking Options ► View Supplier Ledger or by pressing the keys CTRL and S together.

How to Reorder Transactions on a Ledger Card

1. Click a transaction heading (e.g. Date, Ref, Narrative) to reorder the transactions according to the results in that particular column. An arrow will appear to show which heading is currently selected:

2. By default, the system will order transactions by ID number.
3. Click a heading twice to display the transactions in reverse order.

How to Post Directly from a Ledger Card

1. Click Posting on the top toolbar.

2. Select a chit type from the dropdown menu.

For further help with nominal ledger cards, please see the below video: