This article describes the Time Recording Update Utility within the Accounts section of Unity® Practice Management

This utility posts any pending time records through to the ledger cards.

How To Access This Utility 

1. Go to your Accounts
2. Click the Utilities icon

3. Double-click the Time Recording Update option

   

How To Use This Utility 

1. By default, the system will ensure all pending time records are posted through to the ledger cards. To override this, do either of the following:
   • Select a different date range, then click Refresh
   • Remove the tick from the Update checkbox to exclude a particular fee earner
2. Click Update
3. Certain time records may be rejected because the utility experienced problems processing them. Click Error Report to display a list of rejected records;
   • The error report will display a reason why each record was unsuccessful (e.g. no attendance type selected)
   • The error report is printable

   • You will need to return to the Accounts time recording screen to correct the offending time records