This article contains links to articles and videos for Unity® PMS Onboarding.
| Title | Article Link | Video |
| Set Up | ||
How to Set Up a New Client and Matter |
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How to Edit a Client and Matter |
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How to View and Set Up Custom Case Fields |
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| E-chits | ||
| How to Raise an E-Chit Office Payment | Office E-Chit Payment | |
| How to Raise an E-Chit Office Receipt | Office E-Chit Receipt | |
| How to Raise New E-Chit Client Payment | Completing a Client E-Chit Payment | |
| How to Raise an E-Chit Client Receipt | Completing a Client E-Chit Receipt | |
| How to Allocate Deposit Account Interest | How to Allocate Deposit Account Interest | |
| How to Complete an Anticipated Disbursement | Completing an Anticipated Disbursement | |
| How to Raise an E-chit Bill Fixed Cost | Raising an E-Chit Bill Fixed Cost | |
| How to Raise an E-Chit Bill with WIP Balance | E-Chit Bill with WIP Balance | |
| How to Assemble the Bill | Assemble the Bill | |
| How to Raise an E-Chit Transfer | E-Chit Transfer | |
| How to Raise an E-Chit Journal | Raising a Journal E-Chit | |
| How to Raise an E-Chit for Office Payment Nominal | Raising an E-Chit for Office Payment Nominal | |
| How to Complete Purchase Ledger Payment | Complete Purchase Ledger Payment | |
| How to Manage E-Chits | Managing Your E-Chits | |
| Ledgers | ||
| How to View Accounts Ledger | How to View Accounts Ledger | |
| How to View Billing Guide | View Billing Guide | |
| Reports | ||
How to View and Customise Reports |
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How to View Month End Reports |
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| Time Recording | ||
| How to Record Time Using the Stopwatch | Record Time Using the Stopwatch Record | |
| How to Record Time and Submit to the Ledger | Time and Submit to the Ledger | |
| Documents | ||
| How to Create and Save Templates | Create and Save Templates | |
| How to Merge and Save Documents | Merge and Save Documents | |
| How to Send an Email | Sending an E-mail Using Unity | |
| How to View and Manage Document Lists | View and Manage Document Lists | |
| How to Save Emails and Attachments to Unity | Save Emails and Attachments to Unity | |
| General | ||
How to Install Add-ins |
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How to Perform an AML Check |
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How to Archive a Case |
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How to Complete Undertakings |
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