This article will walk you through how to use the Transaction Editor in Unity® Practice Management.

Follow along with the video training here:

Using the Transaction Editor

1. Navigate to Utilities > Transaction Editor.
2. In the new window, you can search for various things according to: 
   • Reference
   • Matter
   • Date
   • Amount
   • E-chit
   • Narrative
   • Date posted
   • Supplier Invoice
3. Input the Amount, then click Search. This will bring up all transactions with the same amount that have been posted in the system.

4. There are various options at the top for you to identify which transaction you'd like to amend. You can only amend transactions when you're in the correct month.

   You can amend the date by clicking the dropdown box and selecting a date. You can also amend references when things have been paid out. You can amend narratives or payees, and you can also amend the clearing date.

5. Make sure to click the Save button at the bottom right corner for every amendment to save any changes you've made.

Moving To/From Post

1. If you've posted into the wrong month and you'd like to post into the current month, you can select the Move To or From Post ahead option.
2. Select the Date that you are looking for and click Search. You will then see a list of transactions for the date you are looking for.
3. Right-click on an item, then select Move to Post Ahead.
4. Once you've moved to post ahead, make sure that you change the Date as well.
5. Then, click Close.