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Unity® Practice Management
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Unity® Accounting
- Installation, Configuration and Updates
- Migrating to Unity® Accounting
- Getting Started
- User Accounts
- Opening and Creating Companies
- Clients and Matters
- Lists and Codes
- Reporting
- General Ledger / Chart of Accounts
- Trust Accounting
- Time and Fees
- Disbursements and Expenses
- General Accounting
- Bank Reconciliation
- Month/Year End
- Billing
- Vendors and Accounts Payable
- Payments, Receipts and Deposits
- Audits
- Payroll
- Learning
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Unity® Lender Centre
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eConveyance
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eCore
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eCorp
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Estate-a-Base
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Fast Company
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Will Builder
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Legacy Products
Vaulting and Managing a Credit Card using Secure Payment Manager
Add a credit card to Secure Payment Manager to pay for select Dye & Durham applications, including Unity®
The credit card payment method provides the following advantages:
- Enter your credit card information once.
- Keep credit card information encrypted and secure.
- If you enter multiple credit cards into the Secure Payment Manager, you can assign different cards to each application.
- Receive automatic notification when your card’s expiry date is
- Access reward programs offered by your credit card company.
Contents of the guide:
- Managing Your Credit Card
- Setting Up the Payment Method
- Accessing the Secure Payment Manager Window
- Viewing and Changing the Firm’s Contact Information
- Adding Credit Cards to the Firm’s Account
- Assigning Credit Cards to Your Firm’s Products
View and download the guide here: Managing Credit Card Guide