- Dye & Durham Knowledge Base
- Unity® Accounting
- Getting Started
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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
How to Update Contact Information in Unity® Accounting
To modify your company’s contact information, including address, phone number, email, and website, follow these steps:
Tip: To make changes to your global settings, you must be in single-user mode. Please refer to this article for how to switch to single-user mode.
Steps:
- In Unity® Accounting, navigate to Maintenance > Global Settings.
- In the Global Settings menu, select the About Firm
- Locate the specific field containing the details you wish to edit or modify.
- After making the necessary changes, click on Save & Close.
Tips:
- The province selected determines the default taxes applied to your clients in the billing templates.
- Additionally, selecting a province will enable specific features tailored to that region:
- British Columbia: Trust Administration Fee is enabled.
- Alberta: Law Society Audit Export is enabled.
- Ontario: Ontario Levy Report is enabled.