This article contains links to articles and videos for Unity® Practice Management Accounts Onboarding.
Title |
Article Link |
Video |
| Ledgers | ||
How to View a Client Ledger |
||
How to View a Nominal Ledger |
||
How to View a Supplier Ledger |
||
How to View and Print a Billing Guide |
||
| Postings | ||
How to Post a Client to Client Bank Transfer |
||
How to Post a Client Credit |
||
How to Post a Client Debit |
||
How to Post a Client Journal |
||
How to Post a Client to Deposit Transfer |
||
How to Post a Client to Office Transfer |
||
How to Post a Client to Office Reversal |
||
How to Create a Narrative-Only Posting |
||
How to Post a Deposit Credit |
||
How to Post a Deposit Debit |
||
How to Post a Deposit to Client Transfer |
||
How to Post a Nominal Credit |
||
How to Post A Nominal Debit |
||
How to Post a Nominal Journal |
||
How to Post a Nominal Batch Journal |
||
How to Post a Nominal Crediting Office Journal |
||
How to Create a Bill |
||
How to Post a Full Credit Note |
Accounts - How to Post a Credit Note / Partial Credit Note – Dye & Durham UK |
|
How to Post a Partial Credit Note |
Accounts - How to Post a Credit Note / Partial Credit Note – Dye & Durham UK |
|
How to Post an Office Bank Transfer |
||
How to Create an Office Credit |
||
How to Create an Office Debit |
||
How to Create an Office Journal |
||
How to Create an Office to Nominal Journal |
||
How to Create an Office to Client Transfer |
||
How to Create a Bad Debt Write Off |
||
How to Create a Bad Debt Write Back |
||
How to Post a Purchase Ledger Nominal Invoice |
||
How to Post a Purchase Ledger Nominal Credit Note |
||
How to Post a Disbursement Invoice in the Purchase Ledger |
||
How to Post a Disbursement Credit Note in the Purchase Ledger |
||
How to Complete Purchase Ledger Payments |
||
How to Set Up a Purchase Ledger Payment Reversal |
||
How to Post a Purchase Ledger Pre Payment |
||
How to Match Invoices to Payment on Purchase Ledger |
||
| Utilities | ||
How to Archive a Matter |
||
How to do a Bank Reconciliation |
||
How to Use a Transaction Editor |
||
How to Use A Time Editor |
||
How to Transfer Time Recording Between Matters |
||
How to Use a WIP Corrector |
||
| Reports | ||
Year End Procedure |
||
| Maintenance | ||
How to Create or Close Bank Account |
||
How to Set Up a Case Type |
||
How to Create a Disbursement Type |
||
How to Add or Archive a Fee Earner |
||
How to Create a Narrative |
||
How to Set Up or Archive a Nominal |
||
How to Create a Rate Scheme (Time Recording Rates) |
||
How to Create Attendance Code (Time Recording Rates) |
||
How to Create Private & L/A Rates (Time Recording Rates) |
||
How to Setup a Purchase Ledger Supplier |
||
How to Create a Source of Business |
||
| E Chits | ||
How to Post E-chits from Unity PMS |
||