This article describes the features of Money within Unity® Practice Management and how it can help you manage your transactions efficiently.
Overview
The Unity® Practice Management experience offers valuable accounts information at the finger tips of the Fee Earners through the Money button provides a comprehensive range of tools to manage all relevant financial aspects .
Money is available from the left toolbar and has everything you need to manage invoices, e-chits and prepare accounts and Ledgers.
- Manage E-Chits
- Payment Requests
- Breaches
- VAT Return
- Tools
- Ledgers
- Work in Progress
- Billing Guide
- Bill Assembly
- Client Statements
- Anticipated Disbursements
- Associated Cases
Manage E-Chits
- Review E-chits
- Edit, Post and authorise E-chits
- Add New E-chits
- Make Payment Requests
Payment Requests
- Review Payment requests
Breaches
- Review all Breach types
- Filter by Type and Date
VAT Return
- View all details on your VAT Return
- Make Adjustments
- Open the VAT Report
- Send for Approval
Tools
- Export Cheques
- Access the Interest Calculator
Ledgers
- Access all Ledgers here, filterable by Period
- Review the Accounts Ledger
Work in Progress
Review Time entries that are yet to be completed and see how they affect Ledgers
Billing Guide
Run a Billing Guide Report on the case you are viewing, including sub reports if required
Bill Assembly
Review and generate a Bill E-chit Document on your current case
Client Statements
Preview and Run a client Report
Anticipated Disbursements
Review Anticipated Disbursements on the current case
Associated Cases
See cases linked to the current one
The following videos will walk you through some of the the functionality within "Money".